HOW TO
- Access Custom Metrics and Metric Builder for HubSpot Marketing (Workflow Contact Performance)
- Use the Metric Builder for HubSpot Marketing (Workflow Contact Performance)
- Create a Custom Workflow Contact Performance Metric [Example]
- Add a Custom Workflow Contact Performance Metric to a Databoard
- Additional Information
How to access Custom Metrics and Metric Builder for HubSpot Marketing (Workflow Contact Performance)
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 Workflow Contact Performance button.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
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 "Completed Workflow," "Contacts Enrolled" or "Contact Lost."
D) Favourable Trend: By default, Trending up is positive is pre-selected, which will display the percentage change value on Datablocks as green when the Metric value has increased. If the Custom Metric you created has opposite trends, select Trending down is positive radio button. Learn more here.
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 Contact Performance Metric [Example]
In this example, we'll create a Custom Metric to return the number of Contacts who completed our Onboarding Workflow.
- Navigate to Metrics > Custom Metrics
- Click the green + New Custom Metric button
- Select the appropriate HubSpot Marketing Data Source and the Workflows button
- We will select Onboarding Completed from the Workflow dropdown list
- Since we want to track Contacts who completed the Workflow, we'll select Completed Workflow as the Metric
- In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric # Contacts Completed Onboarding Workflow
- Click Preview data to generate a Data Preview of the Custom Metric
- 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 Contact Performance Metric to a Databoard
- Open the selected Databoard in the Databox Designer, or create a new Databoard.
- Drag and drop a blank Datablock onto the Databoard from the Visualization Library.
- 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.
- Select the Custom tab at the top of the Metric drop-down list.
- Select the Custom Metric name to populate the Datablock.