Analyze your calls-to-action (CTAs) performance

After creating CTAs and adding them to your HubSpot content, you can analyze your CTAs' performance. You can either analyze aggregate performance for all your CTAs or specific CTAs. Then, identify which CTAs are receiving the most views and clicks. 

Learn how to review and manage your CTAs.

Analyze overall CTA performance

In the Analyze tab, you’ll see aggregated analytics for your CTAs.

• At the top of the page, you can filter the reports by the following:
  • Campaign: filter your CTAs by associated campaign.
  • Type: filter by CTA type, such as pop-up, banner, panel, slide-in, or embedded.
  • Date range: filter your CTAs across a specific time range.

• In the Overall engagement report, review a breakdown of views, clicks, and submissions in the selected time period.
  
  • Views: the number of times the CTA has been seen by visitors.
  • Clicks: the number of button or link clicks on the CTA. Any other clicks on the CTA will not be counted. For example, the following interactions do not add to the click metric: 
    • Form interactions such as clicking the submit button.
    • Clicking the play button on a video.

• • Click rate: the percentage of views that lead to button or link clicks on the CTA. The click rate is the percentage of people who viewed, then clicked the CTA.
  • Submissions: the number of form submissions on the CTA. This metric will only apply to CTAs using a form module. This metric does not include meeting link submissions. 
  • Submission rate: the percentage of views leading to form submissions on the CTA. This metric will only apply to CTAs using a form module. This metric does not include meeting link submissions. 
  • Attributed submissions: the number of form submissions on the page the visitor was redirected to after clicking a CTA. This metric only applies to CTAs that redirect to pages with forms.
  • Attributed submission rate: the percentage of CTA clicks that resulted in form submissions on the page visitors were redirected to. This metric only applies to CTAs that redirect to pages with forms.
     

Analyze individual CTA performance

• To view a detailed breakdown of a CTA's performance, click the name of a CTA on the CTAs dashboard.
• On the individual CTA's page, at the top, click the Date Range dropdown menu to filter your data by a specific time range. 

Performance

• Overall Engagement: this report show a breakdown of views, clicks, and submissions in the selected time period.
  
  • Views: the number of times the CTA has been seen by visitors.
  • Clicks: the number of button or link clicks on the CTA. Any other clicks on the CTA will not be counted. For example, the following interactions do not add to the click metric: 
    • Form interactions such as clicking the submit button.
    • Clicking the play button on an embedded video.

• • Click rate: the percentage of views that lead to button or link clicks on the CTA. The click rate is the percentage of people who viewed, then clicked the CTA.
  • Submissions: the number of form submissions on the CTA. This metric will only apply to CTAs using a form module. This metric does not include meeting link submissions. 
  • Submission rate: the percentage of views leading to form submissions on the CTA. This metric will only apply to CTAs using a form module. This metric does not include meeting link submissions. 
  • Attributed submissions: the number of form submissions on the page the visitor was redirected to after clicking a CTA. This metric only applies to CTAs that redirect to pages with forms.
  • Attributed submission rate: the percentage of CTA clicks that resulted in form submissions on the page visitors were redirected to. This metric only applies to CTAs that redirect to pages with forms.
     

• Views: to see a different metric in the report, click the dropdown menu in the upper left and select another Views, Clicks, or Submissions. The report will update to show the selected metric.
  • Views: the number of times the CTA has been seen by visitors.

• • Clicks: the number of button or link clicks on the CTA. Any other clicks on the CTA will not be counted. For example, the following interactions do not add to the click metric: 
    • Form interactions such as clicking the submit button.
    • Clicking the play button on an embedded video.

• • Click rate: the percentage of views that lead to button or link clicks on the CTA. The click rate is the percentage of people who viewed, then clicked the CTA.
  • Submissions: the number of form submissions on the CTA.
  • Attributed submissions: the number of form submissions on the page the visitor was redirected to after clicking a CTA. 
  • Submission rate: the percentage of form submissions on the CTA. 
  • Attributed submission rate: the percentage of form submissions on the page the visitor was redirected to after clicking a CTA. 

Submissions

If your CTA includes a form or redirects to a page with a form module, you can view form submissions in the Submissions and Attributed Form Submissions tabs.

• At the top, click the Form Submissions or Attributed Form Submissions tab:
  • Form submissions: submissions made directly to the form on your CTA page.
  • Attributed Form Submissions: submissions made to the form on a page visitors were redirected to after clicking the CTA.
• To analyze data over a specific period of time, in the top left, select a Date range.
• To view the details of a specific form submission, hover over the submission and click View submission.
  • In the right panel, you'll see the name or email address of the contact, the date they submitted the form, and any additional fields included in the submission.
  • In the bottom left of the panel, click View object records and select an associated record to view the record in a new browser tab. This option will not appear if the record has been deleted from HubSpot.
     

Analyze CTA performance in the custom report builder (Professional and Enterprise only)

When analyzing your CTA's performance in the custom report builder, you can access CTA performance metrics, such as clickrate, along with CRM reporting.

To create a report:

1. In your HubSpot account, navigate to Reporting > Reports.
2. In the upper right, click Create report.
3. In the Build from scratch section, click Custom Report Builder. 
4. Click Choose my own data source. 
5. In the Data sources dropdown menu, select CTA activities. Then, select any other data sources for your report. Learn more about selecting data sources.
    

5. 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 verticalMenuActions to view and edit the property details and description
6. The CTA activities properties include:

• • CTA clicks: the number of clicks on a CTA.
  • CTA form submissions: the number of CTA form submissions.
  • CTA views: the number of CTA views.
  • Occurred date: the date the activity occured. 

7. Click and drag fields from the left sidebar into the channel slots in the Configure tab, or click verticalMenuActions > Add to [X].
8. Configure your reports visualization.
9. Save your report.