Tips, Tricks & Best Practices

NSingleton3
メンバー

Associating offline leads from a tradeshow with a campaign

解決

How do I associate new leads collected from a tradeshow with a campaign?

 

I imported a list with contact source tradeshow. I created a static list with those leads. I added that list as an asset with the campaign. 0 contacts associated as new contacts with the campaign. 

 

This really should be more obvious. 

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Ben_M
解決策
キーアドバイザー

Associating offline leads from a tradeshow with a campaign

解決

Contact source is not a default property in Hubspot and is likely something custom in your instance. By default hubspot sets an Original Source and Latest Source. Based on the fact that this was a list upload that would be set to "offline sources".

 

If you wish to add these contacts to a campaign, they should be added to a static list when you upload and that static list should be added as an asset to your campaign from the campaign screeen. If you did not create a list when you imported, you should be able to view the contacts from the import screen and then add those contacts to a static list.

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0 いいね!
2件の返信
DBoroi5
投稿者

Associating offline leads from a tradeshow with a campaign

解決

Does this attribute them as New Contacts created from the offline event? (static list added to campaign) 

0 いいね!
Ben_M
解決策
キーアドバイザー

Associating offline leads from a tradeshow with a campaign

解決

Contact source is not a default property in Hubspot and is likely something custom in your instance. By default hubspot sets an Original Source and Latest Source. Based on the fact that this was a list upload that would be set to "offline sources".

 

If you wish to add these contacts to a campaign, they should be added to a static list when you upload and that static list should be added as an asset to your campaign from the campaign screeen. If you did not create a list when you imported, you should be able to view the contacts from the import screen and then add those contacts to a static list.

0 いいね!