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Overview: Metric Builder for HubSpot Marketing (Contacts)

HOW TO

How to access Custom Metrics and Metric Builder for HubSpot Marketing (Contacts)

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 Contacts button. 

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 (Contacts)

A) Data Source: This is the Data Source that the Custom Metric is syncing data from
B) Metric: Select a Metric from your connected HubSpot Marketing Data Source, such as "Became an Opportunity," "Became a Marketing Qualified Lead" or "Became a Customer." 
C) Dimension(Optional): The Dimensions parameter re-categorizes the returned Metric value based on common criteria. For this Metric Builder, Original Source, Owner, and HubSpot Team ID are Dimension options. If no Dimension is selected, the Custom Metric will store 1 aggregated Metric value for each Date Range. 

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." 

D) 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.   
E) Preview data: After clicking Preview data, a Data Preview of the Custom Metric will be displayed. Daily Metric values are displayed in this section, along with the total Metric values for the Date Range in bold at the bottom. You can view the Data Preview for different Date Ranges by clicking on the drop-down list at the top of the Data Preview. 

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.

F) Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric Name will be available in the Designer after saving.
G) 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. 

  1. Navigate to  Metrics > Custom Metrics
  2. Click the green  + New Custom Metric button 
  3. Select the appropriate HubSpot Marketing Data Source and the Contacts button 
  4. We will select  Became a Lead from the  Metric dropdown list, since we want to track the total amount of Contacts who entered the "Lead" Lifecycle Stage. 
  5. Since we want to view the Original Source where the Lead was generated, we'll select Original Source from the Dimension drop-down list.
  6. In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric  Became a Lead by Original Source
  7. Click Preview data to generate a Data Preview of the Custom Metric
  8. Once we confirm that these are the results we're looking for, we'll click  Save to save the Custom Metric

 

How to add a Custom Contacts Metric to a Databoard

 

  1. Open the selected Databoard in the Databox Designer, or create a new Databoard. 
  2. Drag and drop a blank Datablock onto the Databoard from the Visualization Library.
  3. 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.   
  4. Select the  Custom tab at the top of the  Metric drop-down list. 
  5. Select the Custom Metric name to populate the Datablock.

Additional Information

  • If there is no data returned for the specified Date Range(s), no data will be displayed in the Preview data.
  • For Custom Metrics created by this Metric Builder up to 24 months of historical data can be synced with Databox.