HubSpot Attribution Reporting: 3 Easy Steps

Marketing Attribution allows you to assess the Return on Investment (ROI) of your Marketing efforts. The primary goal is to understand which channels are bringing in new leads, converting customers, and why. Due to the presence of multiple touchpoints across the journey of a buyer these days, Marketing Attribution Reports can come in handy to navigate the impact of different Marketing campaigns like HubSpot Attribution Reporting.

In this article, you will get a glimpse of HubSpot Attribution Reporting to help you understand how you can use this to propel the progress of your Marketing efforts while touching upon points like the importance, types, and the actual setup of HubSpot Attribution Reporting. 

What is HubSpot Attribution Reporting?

HubSpot Attribution Reporting allows users to know about credits on different Marketing efforts at every stage. It helps in recognizing the specific activity, channel, Marketing Campaigns that are working, from where most of the traffic is coming from, what kind of product your contacts are most interested in. It also lets you know at which stage of the customer’s buyer’s journey they are consuming during these pieces.

Steps to Set up HubSpot Attribution Reporting

The HubSpot Attribution Reporting is essentially a ‘test and learn’ approach, that allows you to experiment with what works best for your data and enterprise goals. Here are the steps involved in the HubSpot Attribution Reporting Setup in 3 steps:

• Step 1: Go to HubSpot’s homepage, and navigate to “Reports Home” under the Reports section. Select the “Create custom report” option and pick the Attribution Report of your choice.

• Step 2: After the first step you are directed to an Explore tab. This is good for beginners and also serves as a good reminder for people coming back.

• Step 3: The next step in the process of setting up HubSpot Attribution Reporting is customization. Every Attribution Report has 4 main sections that allow you to customize the report as per your business requirements:

• Filters: The Filters section allows you to zero in on a part of your CRM. Say for instance, in Revenue Attribution you can look at the specific paths taken by a specific deal owner in their closed-won deals. The Content-type filter can be used to analyze different ads, emails, and web pages and study their impact on the bottom line.

• Date Filters: Choose the period you wish to analyze using Date filters. For instance, you can choose the values for the “Deal close date”.

• Style: You can change how the data is displayed by clicking on the Chart type dropdown and picking the chart of your choice to display your customer data.

• Data: Data allows you to look at the various aspects of your journeys. Here you can choose from the different available HubSpot Attribution Reporting models. These can be added or removed in real time to apply different sets of rules to different points of the Customer Journey that allows you to understand the customer interactions better. 

Conclusion

This article talked about setting up HubSpot Attribution Reporting after exploring the importance and the types of HubSpot Attribution Reporting. It also gives you a comprehensive roundabout of what Marketing Attribution and Marketing Attribution Reports represent before turning to what HubSpot has to offer. Extracting complex data from a diverse set of data sources can be a challenging task and this is where Hevo saves the day!

Share your experience of learning about the HubSpot Attribution Reporting! Let us know in the comments section below!