Last updated: March 17, 2021
It can be overwhelming to view many choices when creating a revenue attribution report. You can limit the interaction types available to make it easier to select the types you want.
Customize the interaction types for your revenue attribution report
If you don't want to include all the interaction types in your revenue attribution report, you can remove certain types.
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.
- 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, all interaction types are available. For each interaction type, click to toggle the switch off to remove the interaction type from all your revenue attribution reports.
- Once you've selected the interaction types to omit, click Save in the bottom left.
- In the dialog box, click Save & start reprocessing.
Definitions and information on interaction types
- 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.
- Attended marketing event: the customer attended a marketing event.
- Registered for a marketing event: the customer registered to a marketing event.
- Media played: the customer viewed a video published through HubSpot.
- 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.
