CHawkins

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solutions
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LaurenRyan

Casey Hawkins

Digital marketing freelance consultant specializing in HubSpot. I spend most of my time in Marketing Hub but dabble in Sales and Service as well. I enjoy working through complex use cases and LOVE introducing users to all the ways HubSpot can improve their workflows. Petting dogs is my primary hobby. I am also a reluctant runner but, it is a good excuse to get outside and see more dogs.

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sberry11 on April 09, 2024

MQL Data Reporting

I like HS, but I find it VERY difficult to report on the journey through lifecycle stages, such as the conversion rate, the time, the cost investment, the number of activities it takes on average to switch to the next stage, etc. Not every contact g read more

Reply Discussion Professional

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CHawkins

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April 10, 2024

The "easiest" report is the Contact lifecycle stage funnel with contact totals and conversion rates report and then adding filters based on your ne...read more

Solved

FBenda on April 03, 2024

Add data form google docs to property

Hi All, For context; we're an online platform that offers discounts to cultural outings like museums and theatre. One of the cultural partners want to distribute a single use code per online user. So when someone is interested in that acti read more

Reply Discussion Workflows

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CHawkins

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April 04, 2024

I am pretty sure you'd need the Zapier integration to work this like you want without having to do your own coding. I was playing a little with...read more

Solved

FBenda on April 03, 2024

Add data form google docs to property

Reply Discussion Workflows

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CHawkins

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April 04, 2024

I am pretty sure you'd need the Zapier integration to work this like you want without having to do your own coding. I was playing a little with...read more

JPretorious on April 01, 2024

Social Media Report with Multiple Months

I want to do a month to month report and I only can get it to do the previous 30 days. Is there a way to do this and how? Example I would like to have the last 3 months of data showing each months total audience or total impressions? Th read more

Reply Discussion Marketing

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CHawkins

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April 02, 2024

Sorry @JPretorious - I thought I replied to this yesterday but looks like it didn't post. Unfortunately, these reports aren't very customizable. T...read more

Solved

NBailliache on April 01, 2024

email program

Hello, I have a newsletter i'm sending weekly with hubspot and I would like to create a rudimentary re ferral program. I have a startup I would rather not have to pay for an affiliate software. I'm thinking super basic, So I need - Unique read more

Reply Discussion Professional

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CHawkins

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April 02, 2024

Sorry, no. I mean a custom report in HubSpot. Here is a video walking through how I built the one I included in the screenshot: https://drive.googl...read more

ABishop8 on April 01, 2024

Using contact engagement to score a primary contact

I'm hoping there is a way to use contact engagement and tie it to a company level for scoring. For example, I sent an email and when I was looking at the analytics I noticed several people from the same copany clicked on multiple links but none read more

Reply Discussion Enterprise

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CHawkins

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April 01, 2024

In the past, I have built a dedicated [custom] score property on the company record and used that for this purpose. Here are some example criteria I...read more

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