Using the HubSpot Marketing Query Builder to Access Smart List Contacts

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The HubSpot Marketing Query Builder was built for the sole intention of improving our ability to pull Smart Lists into Databox. While it is a very simple query builder, you must understand how “Data Values” works.

Please note that we can only start pulling in data from the day when the Smart List was created.

There are two ways you may want to track the contacts in your smart list:

  1. Total number (Total Smart List Members) of contacts that are in your smart list during the specified date interval.
  2. Daily Values (New Smart List Members) of contacts added or deleted from your smart list during the specified date interval.

    Skip contacts already in the smart list: Contacts added to the smart list prior to the custom query being created could skew new contact data. By selecting this option, you instruct the system to count only new contacts added to the smart list after the custom query's create date.

Here’s an example. Suppose it’s July and you’re focused on a datablock that has “This Month” selected as the date range. You want to pull in Smart List A from HubSpot Marketing. Smart List A has 50 contacts in it, and 4 were added in July. If you choose “Total” as the data value, you will see “50” in your datablock. If you choose “Daily Values” as the data value, you will see “4” in your datablock.

Here’s how you can set up a Smart List of your own:

1
 Log in to the Databox web application. Navigate to the "Data Manager" section and choose "Query Builder"

2
 Click the green button in the top right corner "+ New Query"
3
 Select the HubSpot portal your Smart List is in.
4
 Select the Smart List.
5
 Determine whether you’d like to track total contacts or new contacts. Select this in the "Data Choice" drop down

6
 Run the Query to preview the data
7
 Name your Query and save it.
You can now access this from the Designer by selecting “Custom” as the metric column and choosing the corresponding Smart List name.

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