The Metric Builders for HubSpot Marketing allow you to create Custom Metrics based on Contacts, Lifecycle Stage, List, Landing Page, Blog, Email, and Workflow data. A summary of each Metric Builder for HubSpot Marketing is outlined below, along with links to full documents outlining the functionality of each Metric Builder.
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 Contacts
- Use the Metric Builder for Contact Properties
- Use the Metric Builder for Lists
- Use the Metric Builder for Blogs
- Use the Metric Builder for Landing Pages
- Use the Metric Builder for Emails
- Use the Metric Builder for Website Pages
- Use the Metric Builder for Workflows
- Use the Metric Builder for Workflow Contact Performance
How the Metric Builder for Contacts works
To report on all Contacts who entered a Lifecycle Stage during the specified Date Range, you'll want to use the Metric Builder for Contacts.
Sample Custom Metrics: "Became a Lead," "Became an Opportunity by Original Source," "Became a MQL by Owner," "Became a SQL by HubSpot Team"
Learn more about the Metric Builder for Contacts here.
How the Metric Builder for Contact Properties works
To report on Custom Contact Properties during a specified Date Range, you'll want to use the Metric Builder for Contact Properties.
This Metric Builder is also a great way to access Custom Contact Properties data that are not accessible from Basic HubSpot Metrics. For example, if you wanted to report on the number of Contacts for a specific Property, you'd want to set a Custom Contact Property in HubSpot. You can then create a Custom Metric in Databox to report on the number of Contacts for that Custom Property.
Sample Custom Metrics: "Count of Contacts by Contact Owner," "Count of Contacts by County/Region," "Total Revenue by Industry," ''Number of Sales Activities by Lead Status''
Learn more about the Metric Builder for Contact Properties here.
How the Metric Builder for Lists works
To report on the total number of Contacts in a List or the number of Contacts that entered/ exited during a specified Date Range, you'll want to use the Metric Builder for Lists.
This Metric Builder is also a great way to access Contact-specific data that may not be accessible via HubSpot's API. For example, if you wanted to report on the number of Leads for a specific Persona, you'd want to create a List in HubSpot with the parameters being that the Contact is a Lead and the Contact Persona = x. You can then pull the List into Databox to report on the number of Leads for that Persona.
Sample Custom Metrics: "Demo Form Submissions," "MQLs from Campaign 2," "Survey Completions"
Learn more about the Metric Builder for Lists here.
How the Metric Builder for Blogs works
To report on Blog Metrics like Pageviews, Subscribers, Submissions, CTA Views, etc. for a specific group of Blog Posts, you'll want to use the Metric Builder for Blogs.
Each Custom Metric built using this Metric Builder will return a list of Blog Posts and their associated Metric Values. The only Blog Posts that will be returned are those that satisfy the parameters outlined in the Filter(s). Filters can be added to differentiate between individual Blog Posts, Campaigns, Authors, and Metric Values.
Sample Custom Metrics: "Bounce Rate by Blog Post," "Avg Time on Page by Blog Post for Campaign A," "CTA Clicks by Blog Post for Author: Tory"
Learn more about the Metric Builder for Blogs here.
How the Metric Builder for Landing Pages works
To report on Landing Page Metrics like Pageviews, Subscribers, Submissions, CTA Views, etc. for a specific group of Landing Pages, you'll want to use the Metric Builder for Landing Pages.
Each Custom Metric built using this Metric Builder will return a list of Landing Pages and their associated Metric Values. The only Landing Pages that will be returned are those that satisfy the parameters outlined in the Filter(s). Filters can be added to differentiate between individual Landing Pages or Metric Values.
Sample Custom Metrics: "Entrances by Landing Page," "New Contacts by Landing Page," "Bounce Rate by Landing Page for Campaign A"
Learn more about the Metric Builder for Landing Pages here.
How the Metric Builder for Emails works
To report on Email Metrics like Sends, Opens, Clicks, Bounces, etc. for a specific group of Emails, you'll want to use the Metric Builder for Emails.
You have the ability to choose whether Custom Metrics built using this Metric Builder return a list of Emails and their associated Metric Values, or if you would like the individual Metric Values summarized and returned as 1 aggregate Value. For the Filters, you can manually select individual Emails to include, or you can add parameters to pull data from a group of Emails based on a shared naming convention.
Due to limitations of the API, Custom Metrics built using this Metric Builder will have an open "start date." This means that a Custom Metric created for "Newsletter Emails Opened" will show the total number of times Newsletter Emails that were ever opened up until the end of the specified Date Range.
Sample Custom Metrics: "Contacts Lost by Email," "Product Launch Emails Delivered," "Sales Emails Opened"
Learn more about the Metric Builder for Emails here.
How the Metric Builder for Website Pages works
To report on Website Page Metrics like Pageviews, Subscribers, Submissions, CTA Views, etc. for a specific group of Website Pages, you'll want to use the Metric Builder for Website Pages.
Custom Metrics built using this Metric Builder can return aggregated Metric values or a list of Website Pages and their associated Metric Values. This is dependent on the Dimension selection. The only Website Pages that will be returned are those that satisfy the parameters outlined in the Filter(s). Filters can be added to differentiate between individual Website Page Titles and can be combined using AND/ OR boolean logic.
Sample Custom Metrics: "Entrances by Website Page," "New Contacts by Website Page," "Bounce Rate by Website Page"
Learn more about the Metric Builder for Website Pages here.
How the Metric Builder for Workflows works
To report on Workflow Metrics like Active Enrolled or Total Enrolled, you'll want to use the Metric Builder for Workflows.
Each Custom Metric built using this Metric Builder will return a Metric value for each Date Range selected. The only data that will be returned will be from the selected Workflow.
Sample Custom Metrics: "Active Enrolled (Workflow 1)," "Total Enrolled (Workflow 2)''
Learn more about the Metric Builder for Workflows here.
How the Metric Builder for Workflow Contact Performance works
To report on Workflow Contact Performance Metrics like Completed Workflow, Contacts Enrolled or Contacts Lost for a specific Workflow, you'll want to use the Metric Builder for Workflow Contact Performance.
Each Custom Metric built using this Metric Builder will return a Metric value for each Date Range selected. The only data that will be returned will be from the selected Workflow.
Sample Custom Metrics: "Completed Workflow (Workflow 1)," "Contacts Enrolled (Workflow 2)," "Contacts Lost (Workflow 2)"
Learn more about the Metric Builder for Workflow Contact Performance here.