Tips, Tricks & Best Practices

BLE219
Participant

Viewing campaigns a contact is member of in HubSpot

Is there a way to view all the campaigns (either HubSpot campaigns or SFDC campaigns) on the contact page?  Would love to have a card on the right sidebar similar to the list membership but was told this wasn't possible by HubSpot support.  Our sales team works primarily in HubSpot for prospecting; it would be helpful if they can have this view for more context on the lead.

2 Replies 2
CateDuarte
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Viewing campaigns a contact is member of in HubSpot

Hi @BLE219  , do they just need to know in which campaigns contacts are involved? Or you want them to be able to jump to the campaign detail? 

 

Thinking of 2 scenarios:

  • using list memberships - create a list per campaign (start would CAMPAIGN XXXX - this way you would have under the list membership sidebar a list of campaigns contact is enrolled in (for reference)
  • use a WF to add a note to the contact mentiniong it is involved in campaign ABC . This can be done adding a simple action to existing Workflows. 

Not sure this could help 🙂

 

Tks

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
BLE219
Participant

Viewing campaigns a contact is member of in HubSpot

Hi there. 

 

If they could see the campaigns that would be better than nothing.  I had thought of list and workfllow memberships, but we have many lists and workflows that are not associated with the actual marketing campaign.  The lists can get pretty long... 

 

Thanks for your response.

0 Upvotes