Overview: Metric Builder for HubSpot Marketing (Workflows)


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

Navigate to  Metrics > Custom Metrics to access the Metric 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. 

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 (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" or "Total Enrolled."
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 Metric [Example]

In this example, we'll create a Custom Metric to return the number of Active Emails for Account Progress Promo that we are planning to send to our customers. 

  1. Navigate to Metrics > Custom Metrics
  2. Click the green + New Custom Metric button
  3. Select the appropriate HubSpot Marketing Data Source and the Workflows button
  4. We will select Account Progress Promo Send from the Workflow dropdown list
  5. Since we want to track Active Emails that are enrolled in the Workflow, we'll select Active Enrolled as the Metric
  6. In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric   Active Emails for Account Progress Promo
  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 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

  • Custom Metrics build by this Metric Builder are reporting on total current metric values.