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The Best Hacks to Supercharge your HubSpot Reporting

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This is the complete deck from my talk at INBOUND18.
I go through the following 11 reports categorised into 6 different strategies:
* Strategy I: Use Custom Number and Date Properties
* Strategy II: Take Snapshots
* Strategy III: Create Reporting Buckets
* Strategy IV: Create Loops with Workflows
* Strategy V: Use Hidden Fields
* Strategy VI: Use Zapier

Published in: Marketing

The Best Hacks to Supercharge your HubSpot Reporting

  1. 1. THE BEST HACKS TO SUPERCHARGE YOUR HUBSPOT REPORTING D A N I E L B E R T S C H I
  2. 2. 2 HI, I’M DAN! T E A M L E A D , S A L E S E N G I N E E R I N G H U B S P O T A P A C @ L A P T O P T I M P A N I S T
  3. 3. 8 E GIES AGENDA: 3 DIFFERENT APPROACHES
  4. 4. 11 REPORTS R E C E N T P R I C I N G P A G E V I E W 1 3 C O N V E R S I O N S U N T I L M Q L 2 C O N V E R S I O N S B Y B R A N D T I M E I N L I F E - C Y C L E S T A G E 6 L E A D S C O R E C A T E G O R I E S 5 R E V E N U E A F T E R 6 0 , 1 2 0 , 1 8 0 D A Y S 4 7 T I M E I N L I F E C Y C L E S T A G E 2 . 0 C O N V E R S I O N S B Y D A Y O F W E E K 9 R E C E N T S O U R C E 8 R E C E N T B R O W S E R 1 0 S I M P L E C A L C U L A T I O N W I T H Z A P I E R 1 1
  5. 5. 6 STRATEGIES T A K E S N A P S H O T S I I U S E C U S T O M N U M B E R & D A T E P R O P E R T I E S I C R E A T E R E P O R T I N G B U C K E T S I I I U S E Z A P I E R V I U S E H I D D E N F O R M F I E L D S V C R E A T E L O O P S W I T H W O R K F L O W S I V
  6. 6. 3 SECTIONS + + +
  7. 7. SWISS ARE KNOWN FOR
  8. 8. SWISS ARE KNOWN FOR
  9. 9. + 4.3 2.5 3.5 2.4 4.4 1.8 2 2 3 Category 1 Category 2 Category 3
  10. 10. =
  11. 11. =
  12. 12. INTRODUCING…
  13. 13. No money for cheese? Use a yellow or orange post-it instead! LUDICROUS (LIFE) HACKS I N S P I R E D B Y @shittylifetips
  14. 14. +
  15. 15. STRATEGY I: USE CUSTOM NUMBER AND DATE PROPERTIES
  16. 16. RECENT PRICING PAGE VIEW S T R A T E G Y : P R O P E R T I E S 1
  17. 17. STEP 1: CREATE CUSTOM DATE PROPERTY
  18. 18. STEP 2: CREATE SIMPLE ADMIN WORKFLOW TO AUTOMATICALLY SET THE DATE
  19. 19. STEP 3: CREATE REPORT WITH ‘NEW MQL’ RECIPE
  20. 20. FORM SUBMISSIONS BY BRAND H A C K S : P R O P E R T I E S 2
  21. 21. STEP 1: CREATE A CUSTOM COUNTER PROPERTY PER BRAND
  22. 22. STEP 2: CREATE SIMPLE ADMIN WORKFLOWS TO INCREMENT THE COUNTERS
  23. 23. STEP 3: CREATE REPORT
  24. 24. LOTS OF USE CASES
  25. 25. LIFE HACKS Don’t waste your money on a GPS system! Just order a taxi to your destination and drive behind it in your car. I N S P I R E D B Y @shittylifetips
  26. 26. STRATEGY II: TAKE SNAPSHOTS
  27. 27. AVG. NO. OF FORM SUBMISSIONS UNTIL MQL S T R A T E G Y : S N A P S H O T S 3
  28. 28. STEP 1: CREATE CUSTOM NUMBER PROPERTY
  29. 29. STEP 2: CREATE ADMIN WORKFLOW
  30. 30. STEP 3: CREATE CUSTOM CONTACT REPORT
  31. 31. AVG REVENUE AFTER 60, 120, 180, 360 DAYS S T R A T E G Y : S N A P S H O T S 4
  32. 32. STEP 1: CREATE CUSTOM NUMBER PROPERTIES
  33. 33. STEP 2: CREATE ADMIN WORKFLOW
  34. 34. STEP 3: CREATE CUSTOM CONTACT REPORT - PROPERTIES & FILTERS New Report Builder
  35. 35. STEP 3: CREATE CUSTOM CONTACT REPORT - VISUALIZATION New Report Builder
  36. 36. LIFE HACKS Image source: fantafano Don’t waste time brushing your teeth! Add toothpaste to your food instead. @shittylifetips I N S P I R E D B Y @shittylifetips
  37. 37. STRATEGY III: CREATE REPORTING BUCKETS
  38. 38. LEAD SCORE CATEGORIES S T R A T E G Y : B U C K E T S 5
  39. 39. STEP 1: CREATE CUSTOM PROPERTY
  40. 40. STEP 2: CREATE ADMIN WORKFLOW
  41. 41. STEP 3: CREATE CUSTOM CONTACT REPORT - PROPERTIES & FILTERS New Report Builder
  42. 42. STEP 3: CREATE CUSTOM CONTACT REPORT - VISUALIZATION New Report Builder
  43. 43. ENDLESS POSSIBILITIES!
  44. 44. ENDLESS POSSIBILITIES!
  45. 45. TIME IN LIFECYCLE STAGE S T R A T E G Y : B U C K E T S 6
  46. 46. STEP 1: CREATE CUSTOM PROPERTY
  47. 47. STEP 2: CREATE ADMIN WORKFLOW
  48. 48. STEP 3: CREATE CUSTOM CONTACT REPORT
  49. 49. LIFE HACKS Image source: fantafano Falling asleep while driving? Text a friend to stay awake! I N S P I R E D B Y @shittylifetips
  50. 50. WHAT IF WE WOULD LIKE TO KNOW THE PRECISE NO. OF DAYS THOUGH??? C A L C U L A T I O N L O O P
  51. 51. STRATEGY IV: CREATE LOOPS WITH WORKFLOWS
  52. 52. TIME IN LIFECYCLE STAGE 2.0 S T R A T E G Y : L O O P S 7
  53. 53. STEP 1: CREATE 1 CUSTOM NUMBER PROPERTY PER LIFECYCLE STAGE
  54. 54. STEP 2: CREATE 3 ADMIN WORKFLOWS
  55. 55. STEP 2: CREATE 3 ADMIN WORKFLOWS
  56. 56. STEP 3: DEFINE RE-ENROLLMENT & GOALS G O A L ( W F 2 & 3 ) R E - E N R O L L M E N T ( W F 2 O N L Y )
  57. 57. RECAP
  58. 58. LIFE HACKS Use the metal part of your seat belt to open beers while driving. I N S P I R E D B Y @shittylifetips
  59. 59. STRATEGY V: USE HIDDEN FORM FIELDS
  60. 60. LET’S TALK ABOUT QUERY STRINGS, BABY! Normal URL: https://www.danielbertschi.com/my-wonderful-page Query string: ?name=daniel&value=200&shipping=free Long URL: https://www.danielbertschi.com/my-wonderful- page?name=daniel&value=200&shipping=free
  61. 61. AN EXPERIMENT ON A HUBSPOT LANDING PAGE
  62. 62. RECENT SOURCE S T R A T E G Y : H I D D E N F I E L D S 8
  63. 63. TRACKING URL = URL WITH QUERY STRING https://www.danielbertschi.com/my-wonderful-page ?utm_campaign=INBOUND2018-campaign &utm_source=facebook &utm_medium=social
  64. 64. STEP 1: CREATE CUSTOM PROPERTIES
  65. 65. STEP 2: ADD TO FORM(S) AS HIDDEN FIELDS
  66. 66. STEP 3: CREATE 3 ADMIN WORKFLOWS
  67. 67. STEP 4: CREATE REPORTS
  68. 68. STEP 4: CREATE REPORTS
  69. 69. LIFE HACKS Just add water for a quick and easy meal. I N S P I R E D B Y @shittylifetips
  70. 70. +
  71. 71. CONVERSIONS BY DAY OF WEEK S T R A T E G Y : H I D D E N F I E L D S 9
  72. 72. x
  73. 73. STEP 1: CREATE A CUSTOM PROPERTY
  74. 74. STEP 2: ADD IT TO FORM(S) AS HIDDEN FIELD
  75. 75. 1 FORM OR ALL FORMS?
  76. 76. STEP 3: CREATE A GLOBAL FORM EVENT
  77. 77. STEP 3: THE DETAILS
  78. 78. STEP 4: REPORTING!
  79. 79. ET VOILA!
  80. 80. LIFE HACKS No more tears in the kitchen when cutting onions! I N S P I R E D B Y @shittylifetips
  81. 81. RECENT BROWSER S T R A T E G Y : H I D D E N F I E L D S 10
  82. 82. STEP 1: CREATE A CUSTOM PROPERTY
  83. 83. STEP 2: ADD IT TO FORM(S) AS HIDDEN FIELD
  84. 84. STEP 3: CREATE A NEW JS FILE
  85. 85. STEP 4: PASTE SOME CODE AND PUBLISH!
  86. 86. STEP 5: GET PUBLIC FILE URL
  87. 87. STEP 7: UPDATE THE GLOBAL FOOTER HTML
  88. 88. STEP 8: A ROYAL TEST
  89. 89. STEP 9: REPORTING!
  90. 90. RESULT!
  91. 91. LIFE HACKS Don’t throw out your old socks. Fix them with a permanent Marker! I N S P I R E D B Y @shittylifetips
  92. 92. +
  93. 93. STRATEGY VI: USE ZAPIER J
  94. 94. ANNUAL REVENUE VS. PROJECTED REVENUE S T R A T E G Y : Z A P I E R 11
  95. 95. STEP 1: CREATE 2 CUSTOM CONTACT PROPERTIES
  96. 96. STEP 2: BUILD A ZAP
  97. 97. STEP 3: UPDATE CONTACT IN HUBSPOT
  98. 98. STEP 3: A QUICK SOLO TEST
  99. 99. LIFE HACKS Combine bathroom breaks and lunch breaks to maximize time efficiency. I N S P I R E D B Y @shittylifetips
  100. 100. QUICK RECAP + + +
  101. 101. + HUBSPOT ONLY – HACKS R E C E N T P R I C I N G P A G E V I E W 1 C O N V E R S I O N S B Y B R A N D 2 STRATEGY I: NUMBER & DATE PROPERTIES STRATEGY II: SNAPSHOTS R E V E N U E A F T E R 6 0 , 1 2 0 , 1 8 0 , 3 6 0 D A Y S 4 C O N V E R S I O N S U N T I L M Q L 3
  102. 102. + HUBSPOT ONLY – HACKS – CONT. L E A D S C O R E C A T E G O R I E S 5 T I M E I N L I F E C Y C L E S T A G E 6 STRATEGY III: REPORTING BUCKETS STRATEGY IV: WORKFLOW LOOPS T I M E I N L I F E C Y C L E S T A G E 2 . O 7 STRATEGY V: HIDDEN FORM FIELDS R E C E N T S O U R C E 8
  103. 103. HUBSPOT & JAVASCRIPT + C O N V E R S I O N S B Y D A Y O F W E E K 9 R E C E N T B R O W S E R 1 0 STRATEGY V: HIDDEN FORM FIELDS
  104. 104. HUBSPOT & 3RD PARTY (ZAPIER) S I M P L E C A L C U L A T I O N E X A M P L E : P R O J E C T E D V S A C T U A L R E V E N U E1 1 STRATEGY VI: ZAPIER +
  105. 105. AND THOSE WERE …
  106. 106. …THE BEST HACKS TO SUPERCHARGE YOUR HUBSPOT REPORTING
  107. 107. 114 © D A N I E L B E R T S C H I S E P T E M B E R 2 0 1 8 # I N B O U N D 1 8

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