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Create a journey report (BETA)

Last updated: December 6, 2022

In Beta

Applies to:

Marketing Hub Enterprise

Create a journey report to view the impact of every interaction a contact has with your business. Contacts convert on your website from different sources. With a journey report you can find out which touchpoints work best for attracting customers.

Please note: during the beta, up to 6 months of data will be included, dependent on the number of events your account has for the touchpoints in your journey. This will be expanded when journey reporting is out of beta.

Create a journey report

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Create report.
  • In the Build from scratch section, select Journey Reports.
  • In the left panels, configure your report and add events:
    • In the Choose your contacts section, select the Contacts to include in your report and set the Date range.
choose-your-contacts-journey-reports
    • Click and drag Events to the Add steps section. You can add up to seven events that lead up to a goal or conversion point.
      add-events-journey-reports
    • When you have selected your Events, you can customize your Event filters. For example, if you want to analyze the journeys of contacts who came from the blog only, use the property that filters out other page views. If you want to only look at how ad interactions from Facebook moved leads forward, use the Ad Network filter.
      • Click the Event to add a filter.
      • In the pop-up box, select the property to filter the event by.

        add-property-filter-journey-report
      • Select a condition for the field and select the value for the condition. 
      • Click Apply.
    • Learn more about common touchpoints and the associated properties you can filter by in the section below.

Common touchpoints and contact property filters

As you build your journey report, you may want to analyze the following common contact properties when using each type of touchpoint:

  • Lifecycle stage: track when a contact moved to a specific lifecycle stage.
  • Ad interactions by contact: include interactions that a contact had with your Google, Facebook, or LinkedIn ads. Filter by specific ad campaign properties, such as:
    • Ad interaction: differentiate between the following engagement types:
      • Visit: a contact who visited a page after engaging with your ad.
      • Submission: a contact attributed to your ad who submitted a form.
    • Ad network: the ad network you want to analyze (e.g., Google, Facebook, or LinkedIn).
    • Ad ID and ad group ID: the ID of the ad or ad group of a specific campaign.
    • UTM campaign, UTM source and UTM medium: filter by specific UTM parameters.
  • Forms: include interactions a contact had with one of your forms, including form views and form submissions. Filter by common form properties, such as:
    • Content type: the tracked content type of the web page that the contact submitted the form from.
    • Country: the tracked country of the contact submitted the form, if available.
    • Form GUID: the ID of the form submission.
    • Device type: the device type (e.g., mobile, desktop, or tablet) of the contact who engaged with the form, if available.
    • Page title: the title of the web page that the contact submitted the form from.
    • URL path: the URL path of the page page that the contact submitted the form from.
  • Marketing email: analyze a contact's engagement with one of your marketing emails, including email open events, link clicks, and subscription status updates. Filter by specific email properties, such as:
    • Business unit: the business unit of the email.
    • Email content ID: the ID of the email.
  • Marketing event: include data related to a contact's registration or attendance of a marketing event, and filter by specific properties.
  • Media: analyze whether a contact interacted with a HubSpot-hosted media asset. Filter by properties such as:
    • Media name: the name of the media asset.
    • Media URL: the name of the media asset.
  • Sales email: analyze a contact's engagement with your sales emails, including clicks, opens, and replies. Filter by specific sales email properties, such as:
    • User ID: the ID of the HubSpot user in your account who sent the sales email.
    • Template ID: the template ID of the sales email.
    • Link text: the text that the contact clicked in the email.
    • Link URL: the URL that the contact clicked in the email.
  • Sequence: include sequence enrollment and performance data, including contact bounces, meeting books, and step executions. Filter by specific sequence properties, such as:
    • Enrolled by: the HubSpot user in your account who enrolled the contact into the sequence
    • Sequence ID: the ID of the sequence that the contact was enrolled into.
  • Web pages: analyze a contact's page views of your website pages, landing pages, blog posts, knowledge base articles, or other external pages with the HubSpot tracking code installed. Filter by specific properties related to the page that the contact viewed, such as:
    • Content type: the type of web page the contact engaged with (e.g, blog post, landing page, website page, or knowledge base article).
    • Country: the tracked country of the contact who engaged with your page, if available.
    • Device type: the device type (e.g., mobile, desktop, or tablet) of the contact who engaged with your page, if available.
    • Page title: the title of the web page that the contact visited.
    • URL path: the relative path of the page URL that the contact visited.

journey-builder-add-and-customize-touchpoints-1

Find IDs for your property types

When setting up your event filters for your journey report, you will need to input the property ID. Find out more below on where to locate these IDs:

Ads

To locate the property value for Ad interaction by contact:

  • In your HubSpot account, navigate to Marketing > Ads.
  • Click the name of the ad.
  • In the browser search bar, copy the Campaign ID at the end of the URL.

Ad campaign ID:

campaign-id-journey


Ad group ID:

  • Click the name of the ad group.
  • In the browser search bar, copy the Campaign ID at the end of the URL.
ad-groups-id

Ad ID:
 ad-id-journey-reports

CTAs

To locate the property value for touchpoints including CTA clicks and CTA views:

  • In your HubSpot account, navigate to Marketing > Lead Capture > CTAs.
  • Click the name of the CTA.
  • In the browser search bar, copy the ID at the end of the URL.
CTA-property-id

Marketing email

 To locate the property value for touchpoints including Clicked links in email, Emails bounced, Emails delivered, Opened emails, Reported spam, and Updated email subscription status:

  • In your HubSpot account, navigate to Marketing > Email.
  • Click the name of the email.
  • In the browser search bar, copy the ID in the URL.
journey-reports-email-id

Forms

 To locate the property value for touchpoints including Form interaction, Form pop up view, Form submission and Form view:

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Click the name of the form or pop-up form.
  • In the browser search bar, copy the GUID in the URL.

CTA-property-id.png

Web pages

 To locate the property value for touchpoints including Form interaction, Form pop up view, Form submission and Form view:

  • Navigate to your Landing pages, Website pages or Blog posts:
    • In your HubSpot account, navigate to Marketing > Landing Pages.
    • In your HubSpot account, navigate to Marketing > Website > Website Pages.
    • In your HubSpot account, navigate to Marketing > Website > Blog.
  • Click the name of the your Landing page, Website page or Blog post.
  • In the browser search bar, copy the ID in the URL.
Landing pages:

journey-reports-landing-page-id
Website pages:

journey-report-website-page-id-1
Blog posts:

journey-report-blog-post-id
 
 To locate the property value for touchpoints including Country and Device Type:
  • In your HubSpot account, navigate to Reports > Analytics Tools.
  • Click Traffic Analytics, then click Countries or Device types.
    • Country: Copy the Alpha-2 code for the country.
    • Decide type: Type Desktop, Mobile or Tablet.

 

 

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