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SLongley3
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Sam Longley

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HJohnson3 on Februar 20, 2023
Remove "enrolled in associated workflow" as an influenced revenue criteria
When looking at influenced revenue, data from contacts "enrolled in associated workflow" is accounted for in the influenced revenue. This should be removed or updated to "completed associated workflows". For instance, a contact is enrolled in a Beitrag ansehen
Antworten Idee Dashboards & Reports
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1 Antwort
SLongley3
Mitwirkender/Mitwirkende
Mai 25, 2023
I would add that it's not just for influenced revenue, but also campaign influence in general. And I would remove or give the option to remove/ad...Beitrag ansehen
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SLongley3 on Mai 25, 2023
Definition of Influenced Contacts
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 Beitrag ansehen
Antworten Diskussion Analytics Tools Campaigns Reports Workflows
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1 Antwort
MarianaG on September 09, 2021
add dependent fields to survey questions
it would be great to be able to add logic to survey questions in Hubspot. Creating a custom survey is great but we should be able to include conditional fields
Antworten Idee Feedback Surveys
418 Likes
127 Antworten
SLongley3
Mitwirkender/Mitwirkende
April 27, 2023
As many have already stated, this is a must-have feature for the survey tool. Without it, Survey Monkey and Typeform are far better options. You ...Beitrag ansehen
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SLongley3 on März 21, 2023
Filtering dashboards
Hi. I'd like to know if anyone has a way of filtering a dashboard beyond the standard filters. Use case - I have a dashboard with a set of 'template' reports. I also have contact lists of contacts who have been influenced by a campaign (by our d Beitrag ansehen
Antworten Diskussion Campaigns Dashboards Reports
1 Likes
3 Antworten
SLongley3
Mitwirkender/Mitwirkende
März 23, 2023
Thanks Karsten. This is a great idea. It's the sort of thinking that HubSpot allows us to undertake ourselves sometimes! 🙂 I'm not sure it...Beitrag ansehen
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SLongley3 on März 21, 2023
Filtering dashboards
Hi. I'd like to know if anyone has a way of filtering a dashboard beyond the standard filters. Use case - I have a dashboard with a set of 'template' reports. I also have contact lists of contacts who have been influenced by a campaign (by our d Beitrag ansehen
Antworten Diskussion Campaigns Dashboards Reports
1 Likes
3 Antworten
SLongley3
Mitwirkender/Mitwirkende
März 23, 2023
Thanks Karsten. This is a great idea. It's the sort of thinking that HubSpot allows us to undertake ourselves sometimes! 🙂 I'm not sure it...Beitrag ansehen
SLongley3 on Februar 01, 2023
Lifecycle Stage reporting for campaigns
Hi. Apologies if this has been answered elsewhere (I couldn't find anything) and thanks if you can point me in that direction. I'm trying to report on campaign metrics, specifically around lifecycle stages – i.e. how many leads, MQLs, SQLs etc s Beitrag ansehen
Antworten Diskussion Campaigns Dashboards Reports
1 Likes
6 Antworten
SLongley3
Mitwirkender/Mitwirkende
Februar 06, 2023
Thanks for the detailed reply, Mike. I have funnel reports like you've suggested, but I'm struggling to find how to filter by campaign. I don't s...Beitrag ansehen
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