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Analyze your campaign performance

Last updated: June 1, 2023

Available with any of the following subscriptions, except where noted:

Marketing Hub Professional, Enterprise
Legacy Marketing Hub Basic

View the performance of a single HubSpot campaign to measure its impact on contacts, deals, and traffic to your website. You can also analyze the overall effectiveness of your campaigns in your analytics tools.

Analyze the effectiveness of your campaign with campaign attribution reports. Learn more about using campaign attribution reports.

Please note:

  • HubSpot will only attribute asset data to a campaign after association. Campaign analytics, such as the Overview report, will not include any metrics prior to the association. However, these metrics can still display in the individual asset's data within the Performance tab.
  • The closed deals and influenced revenue metrics will be removed on June 12, 2023 in Marketing Hub Enterprise accounts. Moving forward, the following alternatives are recommended: 
    • To measure a campaign's impact on closed deals, you can use deals with attributed revenue.
    • To measure a campaign's impact on influenced revenue, you can use attributed revenue or contacts with attributed revenue.
    • To keep track of any existing and past data, you can use the export feature in the Campaign Analytics tool.

Campaign Metrics 

Metric  Information Requirements

Influenced contacts

This metric measures the number of contacts that have engaged with assets related to a campaign. Generally, this will include both new and existing contacts. 

When filtering influenced contacts by date range, do note that only net new contacts that were influenced in that date range will be included. For example, if you filter for This week, you will not see contacts that were influenced prior to this week, even if they were also influenced this week.






A contact is influenced by a campaign when any of the following conditions are met: 
  • They visit a URL with a corresponding utm_campaign parameter.
  • They visit content associated with the campaign.
  • Their first page view has a referral keyword associated with the campaign.
  • They click or view a CTA associated with the campaign.
  • They interact with an associated social message.
  • They enroll in an associated workflow.
  • They open or click an associated email.
  • They're in a static list that's associated with the campaign.
  • They were an attendee of a marketing event that you associated with the campaign.

Sessions

This metric measures traffic to website assets related to the campaign. Sessions are attributed to a campaign when any of the following conditions are met: 
  • A visitor visits a page or blog post URL containing utm_campaign parameters. 
  • A visitor views a page or blog post associated with the campaign.
  • A visitor arrives at a page or blog post through an associated referral keyword.

New contacts (first touch)

This metric measures the number of newly created contacts, attributed to the campaign that directed them to your website for the first time. These contacts will be attributed when any of the following conditions are met:
  • The first page they visit has a URL containing utm_campaign parameters.
  • The first page they visit is associated with the campaign.
  • The first page they visit is through a referral keyword associated with the campaign.

New contacts (last touch)

This metric measures the number of newly created contact, attributed to the campaign that led to their conversion. These contacts will be attributed when any of the following conditions are met: 
  • They convert on a page where the URL contains utm_campaign parameters.
  • They visit a page or submit a form that's associated with the campaign before converting, during the same session

Closed deals 

This metric measures the number of closed won deals associated with influenced contacts.

If a deal doesn’t have a value in the Close date property, HubSpot will use the date that the Deal stage was set to Closed Won instead.

If you filter this report by date range but aren’t seeing the deals that you expect, make sure that the Close date property is set correctly.
These deals will only be attributed when both conditions are met:
  • The deal must be closed as won, after the contact is influenced by the campaign.
  • The deal must be associated with the contact, at the time that it's closed as won.

Influenced revenue 

This metric measures the total revenue of closed won deals that are associated with influenced contacts. The total is from the sum of the Amount property of closed won deals.  Only influenced deals will contribute to this total.

Unique marketing influences 

This metric measures the following, depending on the breakdown selected:
  • The number of unique contacts, influenced by a specific asset. When reviewing by asset type or asset name
  • The number of unique assets that have influenced a contact. 
As contacts may interact with more than one asset in a campaign; the total number of unique marketing influences may be more than the number of influenced contacts.
Contacts must have interacted with and been influenced by the asset, learn more about influenced contacts.

Analyze campaign performance 

To analyze a campaign's performance, begin by navigating to the campaign you want to view:

  • In your HubSpot account, navigate to Marketing > Campaigns.
  • Click the name of the campaign you want to view or edit.
  • In the upper left, you can filter your campaign data:
    • Contact attribution: select if new contacts should be attributed to the campaign via First touch or Last touch.
    • Date range: click the Date range dropdown menu to filter the data to a specific time range.

Below are the reports available in the campaign's Perfomance tab. Each report presents different engagement data, split out by network. To display a report in the table below, hover over the generateChart report icon.

Report Name  Metrics Description

Overview

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This report displays the following metrics: 

  • Sessions: the number of sessions associated with the campaign.
  • New contacts: the number of new contacts based on the attribution model you selected associated with the campaign.
  • Influenced contacts: the number of unique contacts that engaged with one or more assets that are associated with the campaign. For example, they may have submitted a form to a page associated with the campaign.
  • Closed deals: number of closed deals associated with new or influenced contacts that are associated with the campaign.
  • Influenced revenue (Marketing Hub Professional only): the total amount from closed won deals that are or have been associated with contacts that the campaign has influenced.

The Overview report shows an overview of the campaign's performance, any campaign goals will appear under the respective performance metric.

When reviewing Influenced contacts, to view additional details, click the number. In the dialog box, you can do the following:
  • To create an active list of influenced contacts, in the top right, click Use in list
  • To save the data as a report, in the top right, click Save as report.
  • To view further detail on your influenced contacts, click on each of the following tabs:
    • Contact: view a list of influenced contacts. 
    • Asset Type: view a list of asset types that contacts have engaged with. Contacts may interact with more than one type of asset. As a result, the total number of unique marketing influences may be more than the number of influenced contacts.
    • Asset Name: view a list of assets that the contacts have engaged with. Contacts may interact with more than one asset. As a result, the total number of unique marketing influences may be more than the number of influenced contacts.
    • Total contact influences: view a list of influenced contacts and the total number of influences across all assets in the campaign for each contact.

 

Revenue Attribution

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social-reporting-audience-chart

This report uses the following metrics: 

  • Attributed revenue (Marketing Hub Enterprise only): the amount from closed won deals attributed to the campaign. You can click the amount to view the individual interactions that are related to your campaign and the closed deal revenue attributed to each interaction. 
  • Deals with attributed revenue: the number of associated closed-won deals. 
  • Contacts with attributed revenue: the number of associated contacts with closed-won deals. 

The Revenue Attribution report shows an overview of the campaign's revenue attribution. This report is only available in accounts with a Marketing Hub Enterprise subscription. Learn more about attribution reporting and the different revenue attribution interaction types.

In the top right of the report, select an attribution model.


Contacts and Sessions

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This report uses the following metrics: 
  • New contacts: the number of new contacts attributed to the campaign.
  • Influenced contacts: the number of new and existing influenced contacts attributed to the campaign.
  • Sessions: the traffic to website assets related to the campaign.
This report shows a chart of the contacts or sessions attributed to the campaign. Hover over a data point in the report to view a breakdown of metrics.
    • In the top left of the chart, click the dropdown menu and select new contacts, contacts, or sessions.
    • In the top right of the chart, click the Frequency dropdown menu and select daily or monthly.

Asset reports 

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The metrics in each report vary depending on the asset or content type.

To view more detailed performance information, click the
name of an asset or piece of content.

This section shows the performance of each asset or content type associated with the campaign.
    • To collapse or expand an individual report, click the name of the report. 
    • To collapse all asset or content type reports, click Collapse all.
    • To expand all asset or content type reports, click Expand all

 

Traffic 

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This report uses the following metrics: 
  • Views: the number of views to website assets related to the campaign.
  • New visitor sessions: the number of new unique visitors on your website.
    • A visitor is someone who visits your site, tracked by the cookie placed in their browser by the HubSpot tracking code installed on your site.

    • A single visitor can have multiple sessions and page views to your site.

  • Contacts (first touch): the number of newly created contacts, attributed to the campaign that directed them to your website for the first time.
The Traffic section shows traffic to URLs containing the UTM campaign parameter in terms of views, visitors, and new contacts, broken down by source.
    • To view paid search traffic further broken down by search term, click Paid search.
    • To view organic social traffic further broken down by platform, click Organic social.
    • To view other campaigns traffic further broken down by source and medium, click Other campaigns.
 

Analyze campaign attribution

In each campaign, you can review the new contacts, deals, and deal revenue generated by the campaign's assets.

  • On the Campaign Analytics page, click a campaign name.
  • Click the Attribution tab. Review how interactions with the campaign’s assets have resulted in the creation of contacts and deals, as well as the revenue gained from closed deals.
  • To configure your report dates, at the top of page, use the date picker to select a date range or set specific dates. When filtering your campaign attribution by date, do note the following: 
    • New contacts and deals are measured by the date of creation, not of the interaction. Similarly, filtering a revenue report by date will include deals that have been closed within the date range.
    • By default, reports are filtered by All data, which includes all data up to the current date. To include future dates in a report, manually set the date range to include those dates.
  • To select your attribution model, at the top of page, click the Attribution model dropdown menu and select an attribution model
  • To select your attribution data, in the top left, select Contact create, Deal create, or Revenue.
    • Contact create: measure how effective the campaign’s assets are at generating new contacts. When a visitor interacts with a campaign asset and is later created as a contact, the interaction will receive credit for the contact being created. Learn more about building contact create attribution reports.
    • Deal create: measure how effective the campaign’s assets are at generating new deals. When a contact interacts with a campaign asset and a deal is created and associated with the contact, the interaction will be attributed for the deal being created. Learn more about building deal create attribution reports.
    • Revenue: measure how effective the campaign’s assets are at generating revenue from closed deals. When a contact interacts with a campaign asset and a deal that’s associated with the contact is closed, the interaction will be attributed for generating the deal’s revenue. Learn more about building revenue attribution reports.


  • To save a chart from the attributions page as a report in your reports list:
    • On the top right of the chart, click Actions > Save as report.
    • In the right panel, enter the Report name.
    • Select a radio button to confirm whether you'd like to add the report to a dashboard:
      • Don't add to dashboard: HubSpot won't add the report to any of your dashboards, but will save the report to your report library so you can use it later.
      • Add to existing dashboard: you can select an existing dashboard to add the report to.
      • Add to new dashboard: you can create a new custom dashboard and add the report to the new dashboard. Click next, then enter a dashboard name and select a visibility option.
    • Click Save & add.

Compare individual campaign performance

After you've published several campaigns in HubSpot, you can compare performance data between specific campaigns to see which ones drive the most engagement.

To compare your campaigns:

  • In your HubSpot account, navigate to Marketing > Campaigns.
  • In the top right, click Compare campaigns.
  • Click each Campaign dropdown menu, then search for and select a campaign that you want to analyze.
  • Click Add campaign to include an additional campaign to compare side-by-side with your original two posts. You can compare up to five campaigns at a time. Scroll down to compare performance data for the assets included in the campaigns. For example, you can compare the marketing email click data between two campaigns.
  • To filter the campaign data by date, click the Date range dropdown menu and select a preset date range or select Custom date range to set your own. 
     

 

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