Analyze your campaign's contact lifecycle stage metrics (BETA)

Use your campaign's Contact lifecycle count and Contact lifecycle cost reports to measure the effectiveness of your campaigns when converting contacts. 

You can also further analyze your campaigns performance in the campaigns tool. Learn more about the different campaign metrics available in HubSpot.

Before you get started

Before analyzing your contact lifecycle count and contact lifecycle cost reports, please note the following: 

• The report will display HubSpot's default lifecycle stages as well as any custom lifecycle stages. If there are no contacts in a specific lifecycle stage, the lifecycle stage will not appear in the report. 
• If you have a (no value) option in this report, there are influenced contacts that do not have an assigned lifecycle stage. It is recommended to set a lifecycle stage property value for these contacts. 
• The report will not include any Deleted or Unknown influenced contacts.
• The contact may have had a different lifecycle stage at the time of influence: 
  • The count of influenced contacts will be based on the number of influenced contacts for the campaign during that time frame.

• • The lifecycle stage data in these reports are based on current lifecycle stages, not the lifecycle stage when the contact was influenced. 
• When setting your report time frame: 
  • If you have a Marketing Hub Professional subscription, the minimum time frame is one month and the maximum time frame is 5 years or 10 million events. If the limit is exceeded, the available time frame will be shortened.
  • If you have a Marketing Hub Enterprise subscription, the minimum time frame is two months and the maximum time frame is 100 million events. If the limit is exceeded, the available time frame will be shortened.

Analyze your contact lifecycle count 

Use the Contact lifecycle count report in your campaigns tool to analyze the count of influenced contacts per lifecycle stage

• In your HubSpot account, navigate to Marketing > Campaigns.
• Click the name of the campaign.
• To customize the lifecycle stages in the report:
  • In the top right of the report, select the filter icon.
  • By default, all lifecycle stages will appear. Select the checkboxes next to the lifecycle stages to include in your report.
    
    

• To review a list of contacts in that lifecycle stage, hover over the report and click the [lifecycle stage] bars.
• To save the data as a report:
  • In the top right, click Save as report.
  • Enter a report name and Description.

• • 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.

• • At the bottom, click Next. 
  • In the Who can access this report? section, select a privacy option. 
  • In the bottom right, click Save.
     

Use the Contact lifecycle cost report to analyze the cost per lifecycle stage based on the count of influenced contacts and your campaign's spend. 

To analyze your campaigns ROI:

• In your HubSpot account, navigate to Marketing > Campaigns.
• Click the name of the campaign.

• In the report, you can review the following metrics: 
  • Lifecycle stage: the different lifecycle stages in your account. The report will display both HubSpot's default lifecycle stages as well as any custom lifecycle stages. 
  • Cost per stage: the total cost of influenced contacts per lifecycle stage.
    • This metric is calculated using the average cost per contact and the contact count per lifecycle stage.
    • The formula used is: Average cost per contact * contact count per lifecycle stage
  • Cost per contact: the cost of each influenced contact per stage. 
    • This metric is calculated using your campaign spend total and the contact count per lifecycle stage.
    • The formula used is: Campaign spend total / contact count per lifecycle stage
  • Campaign spend total: the total campaign spend in the campaign's currency. If a campaign currency has not been set, the default account currency will be used. Learn more about managing your campaign spend and budget. 
  • Average cost per contact: the average cost of all influenced contacts from the campaign across all lifecycle stages.
    • This metric is calculated using your campaign spend total divided by your influenced contacts count.
    • The formula used is: Campaign spend total / count of influenced contacts