Reports

Create an attribution report

Last updated: September 5, 2018

Applies to:

Marketing Hub Professional, Enterprise

An attribution report analyzes the interactions that led to specific conversion on your websiteEach attribution report is based on a contact date property used to define a conversion on your website. Using this report, you can analyze what pages, referrers, or sources contributed to this conversion over time.

Please note: attribution reports are available for Enterprise users only. A lite version of this report is available for Professional users.

Create a new attribution report

  • In your HubSpot account, navigate to Reports > Reports.
  • Click Create custom report, then click Attribution Report.
  • Click the pencil icon edit to give your report a name.

create-new-report

Choose your data

In the Data tab, you'll see a list of all the data included in your attribution report. Your data will update to reflect your attribution report filters:
  • List: choose a specific list of contacts for your report. By default the report will be set up to report on All contacts.
  • Date property: choose any date property to analyze attribution for a specific interaction. By default, the report will use the Create Date property to analyze a contact's first conversion on a form.
  • Date range: choose a specific timeframe for your report. By default, the report will be set up to report on interactions from All time

attribution-report-filters

Choose the metric for your visualization

  • Click the Visualization tab to customize your attribution report. 
  • In the Choose chart type section, click on the chart you want to use for your data visualization.
  • Use the Metric dropdown menu to choose a metric to show in your data visualization:
    • Contacts assisted: the number of contacts that viewed your website through a particular touchpoint before converting. For the All Interactions, First and Last, or Simple Decay attribution methods, contacts can be assisted by multiple touch points. For the other models, contacts are assisted by a single touchpoint. This number includes conversions that occur on the attributed page itself.
    • % of contacts: the percentage of the total number of contacts assisted by the attribution object in your report. For the All Interactions, First and Last, or Simple Decay attribution methods, contacts can be assisted by multiple touch points. As a result, adding together the values in the % of Contacts column may exceed 100%.
    • Score / 100: the score is calculated out of 100 points that are evenly distributed across all the contacts assisted by the objects in your report. If a contact's influenced by more than one object, their score gets divided among these objects. With the simple decay attribution model, more recent objects get a higher percentage of this score.

Please note: no matter what metric you choose for your chart, you'll still see data for all three of these metrics in your report.

Choose your attribution object

  • Use the Attribution object dropdown menu to choose an object to analyze in this attribution report:
    • URL: the URL of pages on your website that contributed to the conversion.
    • Referrer: the referring URLs of external pages that brought visitors to your website for the conversion
    • Source: the source of the contact's visit to your website that led to the conversion.

Choose your attribution model

An attribution model is the set of rules for assigning credit to the touch points in a contact's conversion path. Each attribution report has a total of 100 points, which are evenly divided among all the contacts in your report. The attribution model you choose will determine how the score is calculated for your contacts. 

  • Use the Attribution model dropdown menu to choose one of the following:
    • All interactions: all interactions with the attribution objects in your report. In this attribution model, the score for each contact will be divided equally among each attribution object.
    • First touch: First interaction with the attribution object in your report.  In this attribution model, 100% of the score for each contact will go to the first interaction.
    • Last touch: the the most recent interaction with the attribution objects in your report. In this attribution model, 100% of the score for each contact will go to the last interaction.
    • Last interaction: The interaction with the attribution object that led directly to the conversion. In this attribution model, 100% of the score for each contact will count toward that object.
    • First and last interaction: The first and last interaction with the attribution object in your report. In this attribution model, the score for each contact will be divided equally among each attribution object.
    • Simple decay: The last six interactions with the attribution objects in your report. With this model there is more weight given to more recent pages. The points for each contact are distributed starting with the most recent at 50%, 25%, 12.5%, 6.25%, 3.125%, and 1.563%.

View your report

  • Once you've chosen all your filters, click Run report. You'll see your data and a visualization of your chosen metric.
  • You can continue to adjust any filters to update your report. If you adjust the Attribution model type, you'll need to run your report change how the data is calculated.
  • To share your report, you can click Export.
    • Use the File type dropdown menu to choose a file type for your report.
    • Enter an email address in the email address to receive this file text field.
  • Once you're finished with your report, click Save to add it to your list of saved reports.

export-report

Was this article helpful?

If you still need help you can get answers from the , or to contact support.