Overview: Query Builder for HubSpot Marketing (Active Lists)
IN THIS ARTICLE
- How to access the Query Builder for HubSpot Marketing (Active Lists)
- How to use the Query Builder for HubSpot Marketing (Active Lists)
- Best Practices when setting up your Active Lists to track Net New Active List Contacts
- How to verify a Custom Active List Metric in HubSpot vs Databox [Example]
- How to add a Custom Active Lists Metric to a Databoard
- Additional Information
How to access the Query Builder for HubSpot Marketing (Active Lists)
Navigate to Metrics > Query Builder to access the Query Builder for HubSpot Marketing. Click the green + Create Custom Metric button and select your connected HubSpot Marketing Account from the Data Source drop-down list. Select the Active Lists button.
New Active 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 Active Lists in the HubSpot Account is performed in the middle of the night.
-
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
these steps.
How to use the Query Builder for HubSpot Marketing (Active Lists)
Best Practices when setting up your Active Lists to track Net New Active List Contacts
Daily data tracking the number of Contacts in the Active List is accessible from HubSpot's API. Specific Contact Properties associated with the Contacts in the Active List are not accessible from HubSpot's API. Therefore, data is not accessible from before the Active 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 Active List that only have Contacts added to them, and setting a start date for when Contacts qualify for the Active List.
IN THIS SECTION
How to create Active Lists to track New Contacts that meet specified Active List Filters
Net New Active List Contacts are calculated by performing the following backend calculation:
(# of Contacts in the Active List on the Last Day of the Date Range) - (# of Contacts in the Active List on the First Day of the Date Range) = Net New Active List Contacts in the Date Range
Because of this, if you want to track New Contacts that are added to the Active List rather than Net New Contacts that are added or removed from the Active List, you'll want to ensure that your Active List Filters do not remove Contacts from the Active List. This will make it so Contacts only enter the Active List and Net New Active List Contact Values are not skewed.
How to create Active Lists with an open Start Date to qualify for the Active List [Example]
Let's say you create an Active List to track CTA Clicks to a specific CTA on May 7th and 150 Contacts were added to the Active List. HubSpot is only sending Databox the number of Contacts in the Active List, not any specific Contact Properties associated with the Contacts in the Active List. So, all 150 Contacts that entered the Active List on May 7th are considered New Active List Contacts (or CTA Clicks) on May 7th.
In Databox, you create a Custom Metric on May 8th and select Net New Active List Contacts as the Data Choice.
On May 31st, there are 1000 Contacts in the Active List.
- If the Skip contacts already in the active list checkbox is not selected, the following equation will be performed on the backend for Month to Date:
1000 (# of Contacts in the Active List on May 31st) - 0 (# of Contacts in the Active List on May 1st)= 1000 (Net New Active List Contacts in May) - If the Skip contacts already in the active list checkbox is selected, the following equation will be performed on the backend for Month to Date:
850 (# of Contacts in the Active List on May 31st [1000] - # of Contacts in the Active List on the day the Active List was created [150]) - 0 (# of Contacts in the Active List on May 1st)= 850 (Net New Active List Contacts in May)
Since this is a rolling list, no changes need to be made moving forward. In June, the number of Net New Contacts in the Active List (or Contacts who clicked the CTA) will not be skewed, because there weren't any old Contacts that were added to the Active List during this time. However, the "Year to Date" Value for CTA Clicks will not be accurate until the following year, because the Active List is not set to include Contacts who clicked the CTA throughout the full year.
How to create Active Lists with an set Start Date to qualify for the Active List [Example]
Let's say you create an Active 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 Active List so only Contacts who clicked on the CTA on May 1st and on are added to the Active List. Because of this criteria, 25 Contacts are added to the Active 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 Active List Contacts as the Data Choice.
On May 31st, there are 1000 Contacts in the Active List. You will not want to select the Skip contacts already in the active list checkbox, because all Contacts added to the Active List were intentionally added. The number of Net New Active 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 Active List is not set to include Contacts who clicked the CTA throughout the full year.
How to verify a Custom Active List Metric in HubSpot vs Databox [Example]
Let's walk through an example to verify Net New Active List Members for an Active List that is tracking Contacts who sign up for our AM Demo. We're interested in viewing data for This Month.
How to add a Custom Active List Metric to a Databoard
Additional Information
- No data is accessible from before the Contact List Creation Date
- New Active 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 Active Lists in the HubSpot Account is performed in the middle of the night.