Overview: Query Builder for HubSpot Marketing (Contacts)
How to access the Query Builder for HubSpot Marketing (Contacts)
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 Contacts button.
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
How to use the Query Builder for HubSpot Marketing (Contacts)
Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, we could create the Custom Metrics "Became an Opportunity by Original Source," "Became a MQL by Owner," and "Became a Customer by HubSpot Team ID."
Invert Metric (Optional): This checkbox should be selected if a lower Metric value indicates positive growth / performance (i.e., Unsubscribers, Cost per Conversion, etc.) Inverting the Custom Metric in Databox will make it so an increase in the Metric value will show a red percentage change color on a Databolock, while a decrease in the Metric value will show a green percentage change color on a Datablock.
Pro Tip: If you don't know which Filters to put in place for your use case, use the Dimension + Data Preview to troubleshoot and get more insight into the data that is returned from your HubSpot Marketing Account for each field. Learn more here.
Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric Name will be available in the Designer after saving.
Save: Save your Custom Metric.
How to create a Custom Contacts Metric [Example]
In this example, we'll create a Custom Metric to track Contacts who Became a Lead, split up based on the Original Source.
How to add a Custom Contacts Metric to a Databoard
- If there is no data returned for the specified Date Range(s), no data will be displayed in the Preview data.
- Daily data is not available for Custom Metrics created through this Query Builder. Because of this, you will want to view your Custom Contacts Metrics on a Visualization Type that does not necessitate granularity options. Line Charts and Bar Charts will not be good Visualization Types for this data, but Tables, Pie Charts, and Number Blocks will be.