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Solved
Arisride on November 27, 2024
Hello, I have a report (bar chart) in my dashboard that counts the number of forms filled per month. When I click the last bar on the chart for this month to have details (nov. 2024), it shows more forms filled than on the report. Basically it d read more
0 upvote
1 Reply
Accepted solution
Key Advisor
November 27, 2024 08:18
Without seeing the report setup it is difficult to say exactly what is happening. It could be that the dashboard and/or report has not refreshed but ...read more
freitasm on November 25, 2024
Hi folks I am testing the new Buyer Intent tool and noticed the "Showing Intent" filter isn't working. For example, the intent has a few conditions: When looking at a company record with the "Showing intent" in the OFF position, read more
0 upvote
5 Replies
Community Manager
November 27, 2024 07:11
Hi @freitasm , thanks for getting back to us on this and taking the time to show examples! Thanks also for your valued feedback! Our teams have ...read more
HRichthe2nd on November 25, 2024
Hello everyone, I am exploring ways on HubSpot to record secondary attributions. What are some ways you recommend approaching this problem? For more details, I am looking to use it primarily for direct mail campaigns. Because read more
0 upvote
2 Replies
Member
November 26, 2024 09:27
Hello @Pam Thanks very much for your insightful reply, much appreciated! Could you go into a little more detail on how using campaigns cou...read more
Solved
KSergieva11 on November 25, 2024
Hey all, We are doing inventory on all assets in HubSpot. Is there an easy way to export in csv only the names of the reports and other relevant fields like owner, create date, etc.? I can export the full data of the reports but I only need read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
November 25, 2024 08:25
@KSergieva11 thank you for providing this context. No, this is currently not possible, see here: https://knowledge.hubspot.com/account-management/...read more
Solved
VKnott4 on November 22, 2024
Hello, How can I create a customer report for: 1. Contacts that are most engaged for each email sent for the year 2. Which emails performed the best this year
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 23, 2024 01:43
Hi @VKnott4 , There are different ways to approach this. To identify the most engaged contacts, you could simply filter for these contac...read more
JBLacey on November 22, 2024
I haven't found a clear answer to this. I recently switched from Pardot, and there I know the dates affect reporting and attribution. Say for example, we are aponsoring a conference July 14-16 so I put July 14 as the start and July 16 as the end, th read more
0 upvote
1 Reply
Community Manager
November 22, 2024 16:55
Hi @JBLacey ! Welcome to the Community-- happy to have you here 😊 This is a great question. The attribution Knowledge Base article does n...read more
MWeaver94 on November 20, 2024
Add Nextdoor as an option for UTM Source for Paid Social Tracking URLs OR Create a generic or "Other" option for when the social media platform isn't listed in the UTM Source dropdown menu. I tried creating a Tracking URL for an ad to be pos read more
Contributor
November 20, 2024 17:19
Hi Pam, It doesn't allow for me to manually add in Nextdoor 😞 Are there only specific types of HubSpot account that can do this?
SRomankiw on November 20, 2024
At the moment we create a dashboard for each indivudual tradeshow/event that we attend or host, with reports based on number of leads created from the event, where those leads are in the funnel, number of deals etc that have been created/won/lost si read more
0 upvote
1 Reply
Community Manager
November 20, 2024 17:10
Hey @SRomankiw thank you for posting in our Community! Consolidating your event reporting is a smart move! While HubSpot doesn’t allow dire...read more
Solved
ERhine on November 19, 2024
I work for a credit union who uses Hubspot, and because our membership is moreso based on "members/accounts"versus just contacts, I'm stumped on how to create effective reporting. For instance, we are running a new member onboarding campaign, a read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 20, 2024 00:25
Hi @ERhine , Could you provide a bit more detail where exactly in HubSpot the information you're mentioning is documented? When you say member...read more
Solved
JenniFlynn on November 19, 2024
We don't use UTM parameters on the links we post on LinkedIn because I think it might duplicate HubSpot's reporting. So, if this isn't feasible, what are some other ways of finding out which specific LinkedIn posts were viewed by a closed won contac read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 20, 2024 00:18
Hi @JenniFlynn , Unless you use separate website assets just for organic LinkedIn activity (e.g. a regular product page and a cloned version j...read more
AMaragkou on November 19, 2024
Hi everyone, I’ve been trying to figure this out for a while now, but no luck so far, so I’m reaching out for your help. Our company has four business units, and one of them has set revenue goals for existing customers. We have a sales team work read more
0 upvote
2 Replies
Member
November 25, 2024 10:20
To build a report that shows Closed-Won Amount vs. Revenue Goal by Customer , Remaining Revenue to Target , and Pipeline Coverage , you can follo...read more
Solved
aesmartin on November 19, 2024
Can someone shed some light for me. I am trying to create a report that generates a list of everyone that has interacted with my campaign. Whether it is from an ad, social paid/organic, anything... I'd like to see if there is a way to create that li read more
Accepted solution
Member
November 19, 2024 11:46
Hi @aesmartin , You don't necessarily need to create a report. Here is an article about pulling the list based on ad engagements. Addition...read more
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