Overview: Query Builder for HubSpot Marketing (Workflows)

HOW TO

How to access the Query Builder for HubSpot Marketing (Workflows)

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 Workflows 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 these steps.  

How to use the Query Builder for HubSpot Marketing (Workflows)

A
  Data Source: This is the Data Source that the Custom Metric is syncing data from. 
B
  Workflow: Select a Workflow from your connected HubSpot Marketing Data Source.   
C
  Metric: Select a Metric from your connected HubSpot Marketing Data Source, such as "Active Enrolled," "Total Enrolled" or "Contact Performance." 
If you select "Contact Performance," the Dimension and Aggregation fields will be exposed. 
Dimension: Specify the contact performance that you want to track. Dimension options are "Completed Workflow," "Contacts Enrolled," and "Contacts Lost." 

Aggregation: Select the aggregation, which determines the buckets that the contacts are grouped into. This selection will determine how you can visualize your Custom Metric on a Chart. 

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.  
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 Workflow Metric [Example]

In this example, we'll create a Custom Metric to return the number of Contacts who completed our Onboarding Workflow. 

1
 Navigate to Metrics > Query Builder   
2
 Click the green + New query button
3
 Select the appropriate HubSpot Marketing Data Source and the Workflows button
4
 We will select Onboarding Completed from the Workflow dropdown list
5
 Since we want to track Contacts who completed the Workflow, we'll select Contact Performance as the Metric and Completed Workflow as the Dimension
6
 We'll select WEEK as the Aggregation
7
 In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric  # Contacts Completed Onboarding Workflow
8
 Click Preview data to generate a Data Preview of the Custom Metric
9
 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 Workflow 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

  • Up to 36 months of historical data is accessible for "Contact Performance" Metrics using this Query Builder.
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