Skip to main content

How to Create a PostBeyond Report in Hubspot

Benji Bizzell
Updated

Overview

This article guides users through the process of creating a PostBeyond report within Hubspot, detailing steps from setting up Salesforce Attribution to customizing dashboards for lead generation analysis. It provides a step-by-step approach to building a new report, editing filters, and finalizing data properties to better understand and track the life-cycle stages of leads.

 

Information

Learn how to measure the success of PostBeyond through Hubspot reporting. After setting up PostBeyond Salesforce Attribution via HubSpot, maximize your dashboards to get the most out of the information funneling in. Our most popular dashboard suggestion helps you easily understand where your leads are generating from with a quick snapshot:

 

See the number of leads generated

 

Leads Generated Dashboard Snapshot

 

Understand the life-cycle stage of your leads

 

Lead Life-Cycle Stage Dashboard Snapshot

 

How to Set-up PostBeyond Attribution in Hubspot

In Hubspot, start by clicking through to 'Build a new report'.

Select 'Single object', then 'Contacts'.

Save the report (e.g., 'PostBeyond Contact Tracking').

Edit the Filters.

  • Date Range
  • Contact Properties = utm_campaign, contains exactly 'PostBeyond'

Finalize the data Properties. We recommend:

  • Create Date
  • Lifecycle stage
  • Company name

Option to create a Table and choose the format.

Add it to a dashboard.

Done!

 

Helpful Resources

Explore the following resources to learn more:

 

FAQ

How do I start creating a PostBeyond report in Hubspot?

Begin by navigating to 'Build a new report' in Hubspot, select 'Single object', then 'Contacts', and proceed to save and customize your report.

What should I do after setting up Salesforce Attribution in Hubspot for PostBeyond?

Maximize your dashboards to analyze the data effectively, which includes understanding where your leads are coming from and their life-cycle stages.

What are the recommended steps to finalize the data properties in a PostBeyond report?

After editing the filters, you should create a table, choose the format, add it to a dashboard, and then you're done.

Where can I get help if I have questions about creating a PostBeyond report in Hubspot?

For any questions, you can contact the support team at support@postbeyond.com.

Powered by Zendesk