B2B NewsPet industry newsHow to implement self-reported attribution in HubSpot

How to implement self-reported attribution in HubSpot

-

- Advertisment -spot_img


Self-reported attribution is a powerful measurement. It enables you to understand the channels and touchpoints that create demand for your business, including those your attribution software might not see. The best part about self-reported attribution is that it’s incredibly easy to implement.

In this blog, we’ll walk you through the process of implementing self-reported attribution in HubSpot.

Add ‘How did you hear about us?’ to your high-intent form

To start tracking self-reported attribution, simply add a free text field to your high-intent form called ‘How did you hear about us?’.

It’s essential that this field is free text, as you want to capture as much detail as possible and not limit buyers with individual dropdowns. Restricted options can also encourage buyers to select something that is inaccurate. We also encourage making this a mandatory field as the insights are invaluable.

Top tip: To encourage buyers to add more detail, use a multi-line free text field, as opposed to a single-line text field.

high intent form with self reported attribution on

What is a high-intent form?

This is any form that your buyers use to talk to your about your solution or request a demonstration, this could be a:

  • Book a consultation form
  • Book a demo form
  • Talk to sales form

We recommend only using self-reported attribution on your high-intent forms, as it’s important to measure how you’re creating inbound buyers that are actively raising their hands to talk to you. To generate the greatest demand for your business, these are the types of leads that you want to prioritise creating.

How to measure self-reported attribution

You don’t have to lay out every piece of data in an organised report. In fact, the qualitative insights from self-reported attribution contain some of the most revealing details.

Simply setting up notifications to receive form submissions and reading the ‘How did you hear about us?’ replies provide incredibly detailed insight into what is creating demand for your business. The detail that buyers are willing to share in this field is truly incredible.

How to group data into qualitative reports

If you do need to combine your self-reported attribution and qualitative data into quantitative reports, there are a few ways you can do that.

Step 1: Choose your categories

Before you group your self-reported attribution, you need to allow for some time to know what categories to create. We recommend waiting for at least 30 submissions before you create your groups, this will give you enough insight to understand the common submissions.

From here, choose the most common answers you’re getting. For example:

  • Google
  • Podcast
  • Word of mouth
  • Event
  • Community
  • Social media 

Step 2: Create a new property

When you have your new categories in mind, create a dropdown select property that contains your newly ‘Grouped Self-Reported Attribution’ categories.

grouped self reported attribution property

Step 3: Create a view of contacts that contain self-reported attribution

To group contacts that have submitted self-reported attribution:

  1. Create a contact property filter containing ‘How did you hear about us?’ *is known* and  ‘Grouped Self-Reported Attribution’’ *is unknown*.
  2. Then add the ‘How did you hear about us?’ property to your column view for easy scanning.

We recommend saving this as a view so you can easily access it again in the future.

self reported attribution view in HubSpot

Step 4: Update grouped self-reported attribution property

Look through your contacts and start to multi-select those that fit into the same category. You can then bulk edit these and update the ‘Grouped Self-Reported Attribution’ property. Do this until you have no more contacts in the view.

editing self-reported attribution properties

Step 5: Create a report to measure the qualitative findings

Now it’s time to visualise your qualitative property.

  1. Create a new custom, single object report in HubSpot.
  2. Within ‘Data’ add in the properties ‘How did you hear about us?’ and ‘Grouped Self-Reported Attribution’.
  3. Filter by the date range you want to measure.
  4. Add the filter ‘Grouped Self-Reported Attribution’ *is known*.
  5. Display the ‘Grouped Self-Reported Attribution‘ property, measured by ‘Count of Contacts’.

self-reported attribution report

How to automate your grouping

If you have marketing automation software, such as HubSpot, you can remove the manual grouping process and handle this in the background, automatically.

Step 1: Create your workflow

Create a new, blank contact-based workflow. Give it a name and clear description that fits in with the rest of your automation.

setup automatic grouping workflow

Step 2: Add the trigger

In the contact enrollment trigger, add the contact property ‘How did you hear about us?’ *is known*.

adding the self-reported attribution workflow trigger

Step 3: Add the if/then branch actions

Create if/then branches that match your ‘Grouped Self-Reported Attribution’ property.

  1. Add an if/then branch, for example ‘Social media’.
  2. Add a contact property filter.
  3. Select your ‘How did you hear about us?’ property.
  4. In ‘contains any of’, add in the values that you want to automatically group into ‘Social media’. For example, LinkedIn, Facebook, Instagram, and TikTok.
  5. Repeat this for every category.

splitting out your self-reported attribution groups

Step 4: Set ‘Grouped self-reported attribution’ property value

  1. At the end of each branch add a new action.
  2. Select ‘Set property value’.
  3. Find your ‘‘Grouped Self-Reported Attribution’’ property.
  4. Set the property to value you require.

setting your grouped attribution property automatically

Step 5: Publish workflow

When you’re happy, turn your workflow on.

turning your automated workflow on

Important note: It’s likely that your automation will be unable to pick up every submission, so you may have to do some manual editing and refinement.

Illuminate the blind spots in your attribution

By adding a simple “How did you hear about us?” field to your high-intent form, you can gain valuable insights into the customer journey that your attribution software may not see. Self-reported attribution is an easy and impactful way to illuminate blind spots and make informed decisions when combined with your existing attribution data.

demand generation page details

 





Source link

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Latest news

撒网预热进行时,小轮车推广进校园

伴随着奥运会资格系列赛·上海的临近,城市体育节撒网预热期的推广活动日益火热。4月以来,不同主题的运动项目进入商圈、学校,让更多人体验到这些城市运动项目的乐趣。近日,“极限宝贝bmx初体验骑进校园”系列活动亮相上海市黄浦区 Source link

撒网预热进行时,小轮车推广进校园

伴随着奥运会资格系列赛·上海的临近,城市体育节撒网预热期的推广活动日益火热。4月以来,不同主题的运动项目进入商圈、学校,让更多人体验到这些城市运动项目的乐趣。4月30日上午,“极限宝贝bmx初体验骑进校园”系列活动亮相上 Source link

话说杨浦丨“赛艇女孩”,你在哪里?

上海海洋大学的历史可上溯至1912年成立的江苏省立水产学校。2006年,位于杨浦区军工路的上海海洋大学前身——上海水产大学,积极响应上海市教委号召,成功组织了“阳光体育大联赛”。宣传、动员过程中,学校 Source link

「贵州日报·教育」聚势赋能 提质扩容——贵州财经大..

2023年11月21日贵州日报16版(点击图片,阅读全文)全省高等教育高质量发展大会对当前和今后一个时期全省高等教育工作作出部署,描绘了新时代贵州高等教育发展的新蓝图,干货满满、令人鼓舞、催人奋进。风 Source link
- Advertisement -spot_imgspot_img

台湾教育界人士批评民进党当局“去古文化”乱象

来源:新华社新华社台北11月6日电(记者刘斐石龙洪)台湾“历史教育新三自运动协会”6日在台北举行记者会,批评民进党当局为达成不可能实现的“去中国化”政治目的,进行不负责任的“去古文化”教育,牺牲学子们 Source link

走出大山看世界!云南怒江崇仁完小师生团完成沪上游学..

8月13至16日,受中交疏浚邀约,来自云南怒江崇仁完小的19名师生代表来到上海,参加为期四天的“中交助梦?看世界”暑期访沪交流活动。崇仁完小坐落于海拔2000多米的横断山区。该校师生总共327人,学校 Source link

Must read

Lady Gaga and Cardi B Meet at the Grammys

What was expected of her was the same thing...

Jennifer Aniston’s Ex Justin Theroux Wishes Her Happy Birthday on Instagram

What was expected of her was the same thing...
- Advertisement -spot_imgspot_img

You might also likeRELATED
Recommended to you