Viewing campaigns a contact is member of in HubSpot

[BLE219]

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.

[CateDuarte · Accepted solution]

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

[LDesperes0]

This information should show up at a contact lever right away, we have tons of list, the workaround soes not work. Pls help your users. Thank you

[ACogswell]

Was looking for information regarding this as well. Our company attends industry events to meet with leads and customers, and it's critical to be able to view at a glance in the contact record if we met with a customer at a specific event because it informs our reps of important talking points. We put events into HubSpot as campaigns, and the work-arounds I am seeing here are circuitous and confusing. Our admin will be on leave shortly which means our team's hands will be tied for the events they attend while she is out. 

[elzbthvncnt]

 This is such a basic feature with a clear use case. I'm shocked it's not already a core piece of a contact record page. Please prioritize this! 

[kvlschaefer · Accepted solution]

Hi @elzbthvncnt and @SBerger3,

Thank you for your product feedback.

As a workaround, you can filter contacts in the list tool. You can see who "engaged" with your campaign by using a new filter option in the campaigns tool. Go to the campaign > click on the number of contacts > create a list from there. 

I would encourage you to upvote these related ideas in the Ideas Forum and comment on why this feature would be useful:

• Add campaigns to contact view
• Select HubSpot marketing campaign in a list filter

The Ideas Forum is the best place to give product feedback as it's moderated regularly by our product team. They will be able to read your feedback and take it into account for possible product development in the future.

Thank you,

Kristen

[SBerger3]

 Has there been any update to this request? It would be helpful to see what campaigns where contacts may cross over.  This seems to be related to something I have been requesting: a customer journey report that shows all the different touchpoints at the contact level.  I am only able to see how many emails per contact in a dashboard report, and the date range is limited to what you can select.

[CateDuarte · Accepted solution]

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

[BLE219]

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.