IN THIS ARTICLE
- How to access Custom Metrics and Metric Builder for HubSpot Marketing (Lists)
- How to use the Metric Builder for HubSpot Marketing (Lists)
- Best Practices when setting up your Lists to track Net New List Contacts
- How to verify a Custom List Metric in HubSpot vs Databox [Example]
- How to add a Custom List Metric to a Databoard
- Additional Information
How to access Custom Metrics and Metric Builder for HubSpot Marketing (Lists)
Navigate to Metrics > Custom Metrics to access the Metric Builder for HubSpot Marketing. Click the green + New Custom Metric button and select your connected HubSpot Marketing Account from the Data Source drop-down list. Select the Lists button.
New Lists that were created in your HubSpot account will not be recognized in Databox until the next day after larger data sync to identify new Lists in the HubSpot account is performed in the middle of the night.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
How to use the Metric Builder for HubSpot Marketing (Lists)
- Net New List Members: "Net New" is how many members were added on a particular day, and subtracting any members that were removed (more specifically, the change in the total number of members for a list between 2 days).
- Total List Members: "Total" shows the total number of contacts in the list at the end of the specified date range. If it is an open Date Range, like "Year to Date," the current total number of Contacts in the List will be displayed.
- New List Members: "New" is counting how many new members were added on a particular day.
Best Practices when setting up your Lists to track Net New List Contacts
Daily data tracking of the number of Contacts in the List is accessible from HubSpot's API. Specific Contact Properties associated with the Contacts in the List are not accessible from HubSpot's API. Therefore, data is not accessible prior to the List's Create Date, even if a Contact would have qualified for the List at an earlier date.
Because of this, you may want to consider creating Lists that only have Contacts added to them, and setting a start date for when Contacts qualify for the List.
IN THIS SECTION
- How to create Lists to track New Contacts that meet specified List Filters
- How to create Lists with an open Start Date to qualify for the List [Example]
- How to create Lists with a set Start Date to qualify for the List [Example]
How to create Lists to track New Contacts that meet specified List Filters
Net New List Contacts are calculated by performing the following backend calculation:
(# of Contacts in the List on the Last Day of the Date Range) - (# of Contacts in the List on the First Day of the Date Range) = Net New List Contacts in the Date Range
Because of this, if you want to track New Contacts that are added to the List rather than Net New Contacts that are added or removed from the List, you'll want to ensure that your List Filters do not remove Contacts from the List. This will ensure that Contacts only enter the List and Net New List Contact Values are not skewed.
How to create Lists with an open Start Date to qualify for the List [Example]
Let's say you create an List to track CTA Clicks to a specific CTA on May 7th and 150 Contacts were added to the List. HubSpot is only sending Databox the number of Contacts in the List, not any specific Contact Properties associated with the Contacts in the List. So, all 150 Contacts that entered the List on May 7th are considered New List Contacts (or CTA Clicks) on May 7th.
In Databox, you create a Custom Metric on May 8th and select Net New List Contacts as the Data Choice.
On May 31st, there are 1000 Contacts in the List.
- If the Skip contacts already in the list checkbox is not selected, the following equation will be performed on the backend for Month to Date:
1000 (# of Contacts in the List on May 31st) - 0 (# of Contacts in the List on May 1st)= 1000 (Net New List Contacts in May) - If the Skip contacts already in the list checkbox is selected, the following equation will be performed on the backend for Month to Date:
850 (# of Contacts in the List on May 31st [1000] - # of Contacts in the List on the day the List was created [150]) - 0 (# of Contacts in the List on May 1st)= 850 (Net New List Contacts in May)
Since this is a rolling list, moving forward, no changes need to be made. In June, the number of Net New Contacts in the List (or Contacts who clicked the CTA) will not be skewed, because there weren't any old Contacts that were added to the List during this time. However, the "Year to Date" Value for CTA Clicks will not be accurate until the following year, because the List is not set to include Contacts who clicked the CTA throughout the full year.
How to create Lists with a set Start Date to qualify for the List [Example]
Let's say you create an List to track CTA Clicks to a specific CTA on May 7th and you are primarily interested in Monthly reporting. Therefore, you add a condition to the List so only Contacts who clicked on the CTA on May 1st and on are added to the List. Because of this criteria, 25 Contacts are added to the List on May 7th to account for all CTA Clicks in May.
In Databox, you create a Custom Metric on May 8th and select Net New List Contacts as the Data Choice.
On May 31st, there are 1000 Contacts in the List. You will not want to select the Skip contacts already in the list checkbox, because all Contacts added to the List were intentionally added. The number of Net New List Contacts will be accurately calculated in Databox for May and all future Date Ranges. However, the "Year to Date" Value for CTA Clicks will not be accurate until the following year, because the List is not set to include Contacts who clicked the CTA throughout the full year.
How to verify a Custom List Metric in HubSpot vs Databox [Example]
Let's walk through an example to verify Net New List Members for an List that is tracking Contacts who sign up for our AM Demo. We're interested in viewing data for This Month.
1. Within Databox, the Custom Metric is set up as follows:
2. To verify this Custom Metric in HubSpot, first log into your HubSpot portal and navigate to Contacts > Lists.To verify this Custom Metric in HubSpot, first, log into your HubSpot portal and navigate to Contacts > Lists.
How to add a Custom List Metric to a Databoard
- Open the selected Databoard in the Databox Designer, or create a new Databoard.
- Drag and drop a blank Datablock onto the Databoard from the Visualization Library.
- Select the appropriate HubSpot Marketing Data Source from the righthand Datablock Settings panel. This must be the same HubSpot Marketing Account that was selected when creating the Custom Metric.
- Select the Custom tab at the top of the Metric drop-down list.
- Select the Custom Metric name to populate the Datablock.
Additional Information
- No data is accessible from before the Contact List Creation Date.
- New Lists that were created in your HubSpot account will not be recognized in Databox until the next day after a larger data sync to identify new Lists in the HubSpot account is performed in the middle of the night.
- List data is synced with Databox once per day. This is consistent with how List data is updated in the List Performance report within HubSpot. Databox is syncing List data from the List Performance report.
HubSpot performs a daily update on the List Performance report around midnight every day. Learn more about validating data using the List Performance report here.
If contacts are added to Lists after the daily List Performance report update, you can see different values on the List Performance report page in HubSpot and the List library in HubSpot.
When validating List data in Databox, you should compare Databox's data with data from the List Performance report in your HubSpot account.
Databox is continuously updating List data as soon as data is available from the HubSpot API. - For Custom Metrics created by this Metric Builder up to 1090 days of historical data can be synced with Databox.