Introducing an exciting new feature to HubSpot's reporting suite - Customer Journey Reports.
This latest addition promises to provide invaluable insights into the customer journey, helping businesses make informed decisions and optimise their marketing and sales strategies. A must-have for Enterprise License users, this feature opens up a world of possibilities for visualising and analysing customer interactions at every touchpoint.
Please note that this feature is only available on the Enterprise License for Marketing / Sales
Instructions
- Select the object to visualize (Contact or Deal)
- Select the object filters to exclude the objects that you don't want to see like old contacts or old deals. (based on list memberships or lifecycle stages)
- Select the touchpoints and interactions that you want to visualize. (listed below)
- Select the chart type that best suits the type of customer journey you want to report on.
What are some use cases?
- Website Effectiveness for lead creation / conversion
- Which channel is best for lead creation / conversion
- Campaign stage that has the most impact on prospects
- Top down view of the customer journey
- Which campaign stage is most conducive to the outcome that you care about most
Filter & Touchpoint Options
Contacts
- Webpage visits
- Lifecycle Stage + Company Lifecycle Stage
- Ad Interactions
- HubSpot Calls
- CTA Interactions
- Document View / Interaction
- Email Interaction
- Event Interaction
- Payment Interactions
- Sequence Enrolments
- List membership / Form Submission
- Form submissions
- Property filters
Deals
AMAZING FEATURE
Set some touchpoints as optional to make less strict filters. For a higher level visualisation.
