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SLovold on May 26, 2023
We have a custom property called "Lead Source" that we set up to help simplify the whole original source and original source drill-downs thing and make it easier to have an at-a-glance look at attribution that includes specific partners and channels read more
Member
May 26, 2023 15:28
Would this require a custom date stamp property for each individual eBook form? We currently have 27 and are continually adding more, so that would b...read more
JenniFlynn on May 25, 2023
I tried building a customer journey report with a filter that only includes leads with an associated deal categorized as "follow on business." I made the first stage lead creation and the next stage, page visit/ad interaction/email click. This would read more
0 upvote
1 Reply
Contributor
May 25, 2023 15:09
I guess I figured it out. I need to create a deal attribution report.
MQuinn on May 25, 2023
How can I see the NAME (not ID) of the Latest Source Drill-down 2 field in a report, in the same way, you can see the NAME (not ID) in a view on the contact list? I have attempted workflows and looked at all reporting tables. Please send help. read more
1 upvote
4 Replies
Community Manager
May 26, 2023 09:57
Hey everyone, Thanks for adding me to this conversation, @jolle ! @MQuinn - This is a great question! I believe this is happenin...read more
SebScheuer on May 25, 2023
We have been working with reports that look at form submissions form our demo request forms and pulled them into graph for inbound leads. Now adding chatflows to the channels of incoming leads, these reports don't work as chats don't count as fo read more
0 upvote
3 Replies
Top Contributor | Diamond Partner
May 26, 2023 09:43
Hi @SebScheuer , When you customize the report, there are a couple of different filtering options you can use (pictured below). If you...read more
SLongley3 on May 25, 2023
Does anyone have a solution to excluding workflow enrollments from influenced contacts after they have included the workflow in the campaign? I realise now that including our email workflows on the campaigns was a mistake. Why 'enrolled into a read more
Recognized Expert | Platinum Partner
May 25, 2023 08:21
Hi @SLongley3 , I don't believe that there's a way to just clear this status from a record. Even if you create a new campaign you will may los...read more
squigglebit on May 24, 2023
Is there an easy way to identify contacts with multiple email addresses? I would like to set up an automation to notify me of this
0 upvote
1 Reply
Contributor | Elite Partner
May 24, 2023 10:29
Hi @squigglebit , You're not alone in looking for a solution for identifying contacts with multiple email addresses. I did some searching arou...read more
wendygintz on May 23, 2023
Is there a way to track file URLs that are created in HubSpot? Views, sources, etc?
0 upvote
1 Reply
Thought Leader
May 23, 2023 19:35
@wendygintz not be default and not easily... and depending on how/where you want to track, it could impact website performance. In Marketing ...read more
Shiran on May 19, 2023
At the moment, the only way to view contacts who have opted in to a specific subscription type is by creating a list. This is only useful if you want a total number of people subscribed. We want to be able to report on the number of people who read more
9 upvotes
2 Replies
Participant | Diamond Partner
May 19, 2023 07:27
@karstenkoehler thanks for your reply and yes this does work however in larger portals with several business units this causes challenges as you ha...read more
Solved
SGPT-4 on May 18, 2023
Hi there fam! I'm wondering if there's a way for me to (without Ops. Hub) build reports for my sales leadership where we can clearly see how many meetings an SDR booked & Close won deals associated with SDR. We currently have 3 members on th read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 18, 2023 14:10
Hey @SGPT-4 , thanks for reaching out! This is a great question, and the answer will depend on what specific datapoints you need to track here. ...read more
LStrabelli on May 18, 2023
Hi everyone, Is it possible to build a customer retention report in HS? or to build properties that would make that possible? For context: once I get the rate of retention I would then breakdown a few different reports by source and list of contacts read more
0 upvote
2 Replies
Participant
May 22, 2023 06:33
Thank you Ben, I'm still looking for a workaround to the lack of "calculation reports".
Solved
STenifa on May 17, 2023
Hi Team, I'd like a report that will show me how long it is taking our Sales team to contact new leads/contacts after form submission. Can you please provide some guidance on this? Thanks,
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
May 17, 2023 19:02
Hi, @STenifa , Here's how I can see it happening. Create a custom property with a date type. Then use that in a workflow to be updated ...read more
MMaurer on May 17, 2023
I'm working with a client who uses 2-3 data sources on their custom dashboard reports (contacts, companies, deals) in order to pull in the fields/data they want. But the problem is, when they go to export, the report shows duplicate data. It doesn' read more
0 upvote
1 Reply
Top Contributor | Partner
May 17, 2023 18:25
Hi, @MMaurer , I've had this a few times before. The recommendation I have is when you're selecting the properties to report on, make sure th...read more
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