Report on campaigns using the custom report builder (BETA)

Create campaign reports using the custom report builder to measure the performance and success of individual or multiple campaigns.

It is recommended to use campaigns as a data source to measure the campaign's performance against other data sources such as contacts, deals, or orders.

Learn how to opt your account into the beta in this article.

Please note: when building Contact create, Deal create, or Revenue reports, it is recommended to use HubSpot's Attribution Report Builder instead. 

Create a campaign report

To start building your report: 

• In your HubSpot account, navigate to Reporting > Reports.
• In the upper right, click Create report.
• In the Create reports from scratch section, click Custom Report Builder. 
• Select Choose my own data sources.
• At the top, click the Primary Data sources dropdown menu and select Campaigns.
   

• Select your secondary data sources. Learn more about selecting data sources.
• In the top right, click Next.
• In the left panel, use the search bar, click the Browse dropdown menu, or click the Filter fields icon and select the data source with the field you want to add.
• Hover over the property and click Actions > View property info to review the campaign property details and description.
• Click and drag fields from the left sidebar into the channel slots in the Configure tab, or click Actions, then select Add to [X].
• After adding your campaign properties, continue setting up your custom report. 
   

Properties available

When building your report, you can add default or custom campaign properties. You can also use properties from events associated with a campaign's influenced contacts. 

Campaign properties

When using the custom report builder, you can use the following default campaign properties or any custom campaign properties:

• [Campaign] - Campaign name: the name of the campaign. 
• [Campaign] - Campaign start date: the start date of the campaign. 
• [Campaign] - Campaign end date: the end date of the campaign. 
• [Campaign] - Campaign owner: the HubSpot user assigned to the campaign. 
• [Campaign] - Campaign business unit (Marketing Hub Enterprise only): if you have the Business Units add-on, you can also report by the campaign's associated Business unit.
• [Campaign] - Campaign goals: the objective of the campaign. 
• [Campaign] - Campaign audience: the target audience of the campaign. 
• [Campaign] - Campaign status: the status of the campaign, such as Planned, In progress, Active, Paused, or Completed. 
• [Campaign] - Campaign budget total: the total budget of the campaign. Learn more about managing your campaign budget. 
• [Campaign] - Campaign spend total: the total spend of the campaign. Learn more about managing your campaign's spend items. 

Influenced contact properties

• Campaign Influence - Campaign Id: the ID of the campaign that influenced the contact. You can retrieve this ID from your campaign's URL.
  • If the campaign URL is: https://app.hubspot.com/marketing/123456/campaigns/1234-567-89101121213/assets
  • The campaign Id will be: 1234-567-89101121213.
• Campaign Influence - Asset type: the type of asset that influenced the contact, such as a marketing email or social post.
• Campaign Influence - Idempotency id: a unique identifier for each individual influence event. This metric is useful when aggregating events.
• Campaign Influence - timestamp: the date and time when the contact was influenced by the campaign. 

Example reports

The sections below outline common report configurations you can use to analyze your campaigns.

Total campaign budget vs spend by campaign type or name

To compare your campaign budget across different campaign types or specific campaigns, you can view your report with the following configuration:

• Data source: Campaigns as Primary data source
• Chart type example: Vertical bar
• X-axis: Campaign - Campaign type or Campaign - Campaign name
• Y-axis: Campaign - Campaign spend total and Campaign - Campaign budget total

Influenced contacts by asset type per campaign

To compare influenced contacts across different asset types per campaign, configure a report as follows:

• Data sources: Contacts as Primary data source and Campaigns as Secondary data source.
• Chat type example: Vertical bar
• X-axis: Campaign - Campaign name. It's recommended you click Edit field and sort by Descending.
• Y-axis: Count of contacts
• Break down by: Campaign Influence - Asset type

Top count of influenced contacts across all campaigns

To create a report of the top campaigns by total influenced contacts, create a report with the following configuration:

• Data sources: Contacts as Primary data source and Campaigns as Secondary data source.
• Chart type example:  Horizontal bar
• X-axis: Campaign - Campaign name. It's recommended you click Edit field and sort by Descending.
• Y-axis: Count of contacts

Asset type or channel mix by campaign

To break down the asset type or channel mix by campaign, use the following report configuration:

• Data source: Campaigns as Primary data source.
• Chart type example: Table
• Columns:
  
  • Campaign - Campaign name 
  • Campaign - Number of Ad Campaigns
  • Campaign - Number of Blog posts
  • Campaign - Number of CTAs
  • Campaign - Number of Emails
  • Campaign - Number of Forms
  • Campaign - Number of Landing pages
  • Campaign - Number of Lists

Companies influenced by campaign

To create a report to analyze a count of the companies influenced by each campaign, create a report with the following configuration:

• Data sources: Campaigns as Primary data source  and Companies as Secondary data source.
• Chart type example: Pivot table
• Rows:
  
  • Campaign - Campaign name
  • Campaign Influence - Asset type
• Values: Count of companies