Last updated: July 15, 2021
When creating a revenue attribution or deal-create attribution report, the report will include any available interaction types that are turned on in your settings. Many interaction types are turned on by default, while others need to be manually turned on before the reports tool can begin analyzing those interactions.
Below, learn how to customize the interaction types included in attribution reports.
Customize interaction types
Within your account settings, you can adjust the interaction types included in your revenue and deal create attribution report. Once you've made changes to your interaction types, your existing reports will need to be reprocessed. This may take up to two days, depending on the amount of data in your HubSpot account.
To customize your included interaction types:
- In your HubSpot account, click the settings icon settings in the main navigation bar.
- In the left sidebar menu, navigate to Tracking & Analytics > Attribution. By default, you'll arrive at the Revenue attribution tab where you can customize the interaction types included in your revenue attribution reports.
- To customize interaction types included in deal create attribution reports, click the Deal create attribution tab.
- To turn on/off an interaction type, click to toggle the switch off next to the interaction type. For more information about an interaction type, click the arrow icon to the left of the interaction type.
- Once you've selected the interaction types to omit, click Save in the bottom left.
- In the dialog box, click Save & start reprocessing.
Attribution interaction type definitions
Below, learn about the interaction types available for revenue and deal create attribution reports.
Revenue attribution interaction types
The following interaction types are turned on by default for revenue attribution reports:
- Page viewed: the customer viewed one of your HubSpot pages, or an external page with your HubSpot tracking code.
- Form submitted: the customer submitted a form tracked by HubSpot.
- CTA clicked: the customer clicked a HubSpot CTA.
- Marketing email clicked: the customer clicked within a marketing email sent through HubSpot.
- Call connected: the customer had a call with a HubSpot user.
- Meeting attended: the customer had a meeting with a HubSpot user.
- Sales email reply: the customer replied to a one-to-one email that is tracked and logged by HubSpot.
- Conversation: the customer went through a conversation with a HubSpot user.
- Ad clicked: the customer clicked one of your ads tracked by HubSpot.
- Social post clicked: the customer clicked a social post published through HubSpot.
- Contact created in HubSpot: the customer was created in HubSpot. This includes imports and manual creation.
In addition, the following interaction types are turned off by default, and will need to be turned on to include in attribution reports:
- Media plays: the customer viewed a video published through HubSpot.
- Attended marketing event: the customer attended a marketing event.
- Registered for a marketing event: the customer registered for a marketing event.
- Contact enrolled in sequence: the customer was enrolled in a sequence. This interaction type is available for accounts with a combination of Marketing Hub Enterprise and Sales Hub Professional or Enterprise.
- Custom behavioral events: when you create a custom behavioral event, such as a clicked element event or manually tracked event, the event will appear in your interaction types by name of the event.
Deal create attribution interaction types
The following interaction types are turned on by default for deal create attribution reports:
- Ad click: the contact clicked one of your ads tracked by HubSpot.
- Call: the contact had a call with a HubSpot user.
- Contact creation in HubSpot: the contact was created in HubSpot. This includes imports and manual creation.
- Conversation: the contact went through a conversation with a HubSpot user.
- CTA click: the contact clicked a HubSpot CTA.
- Marketing email click: the contact clicked within a marketing email sent through HubSpot.
- Meeting: the contact had a meeting with a HubSpot user.
- Sales email reply: the contact replied to a one-to-one email that is tracked and logged by HubSpot.
- Social post click: the contact clicked a social post published through HubSpot.
- Form submission: the contact submitted a form tracked by HubSpot.
- Page viewed: the contact viewed one of your HubSpot pages, or an external page with your HubSpot tracking code.
In addition, the following interaction types are turned off by default, and will need to be turned on to include in attribution reports:
- Media plays: the customer viewed a video published through HubSpot.
- Attended marketing event: the customer attended a marketing event.
- Registered for a marketing event: the customer registered for a marketing event.
- Contact enrolled in sequence: the customer was enrolled in a sequence. This interaction type is available for accounts with a combination of Marketing Hub Enterprise and Sales Hub Professional or Enterprise.
- Custom behavioral events (Enterprise only): when you create a custom behavioral event, such as a clicked element event or manually tracked event, the event will appear in your interaction types by name of the event.
