HubSpot’s lists characteristic is likely one of the strongest instruments in a digital marketer’s arsenal, largely as a result of they are often leveraged for thus many various makes use of. With a bit creativeness, logic and forethought, there are many duties that may be completed. One great way to make use of them is for the sake of analytics, and listed below are 4 options as to how HubSpot’s lists could make your gross sales, advertising and customer support higher:
1: Track Customer Happiness Over Time
A HubSpot Energetic Checklist is sort of helpful for locating a snapshot of any present metric, together with scores. When you use both the HubSpot Rating or a customized Shopper Assist rating, Energetic Lists are a great way to maintain observe of the completely different tiers of consumer satisfaction.
You’ll be able to see right here that we have made three Energetic Lists, all based mostly on HubSpot rating. We primarily use HubSpot rating as a measure of person satisfaction, so this works very properly for us as a snapshot view of how our prospects escape into dissatisfied, glad and really glad.
Nevertheless, inside HubSpot it may be difficult to see how these Energetic Lists are trending. We wish to see on a each day, weekly and month-to-month foundation how these three buckets of shoppers change. For that, we’ll use Demand Sage’s KPI Studies dashboard:
Along with baseline KPI metrics, Demand Sage’s KPI Studies dashboard helps trending any of your present Lists over time, proper out of the field. With this, we are able to see in a short time and simply the three buyer satisfaction cohorts’ sizes over time.
Additional, we wish to put a row of fundamental Google Sheets calculations in for proportions. Merely divide one checklist’s membership by the sum of all three lists’ memberships and you will have a row representing the proportion of your prospects who’re glad, unhappy, or very glad.
All metrics replace nightly, so this evaluation is at all times up-to-date.
2: Enable Actions For Any Contact Change
HubSpot’s automation platform is core to many gross sales, advertising and operations groups, each for its potential to routinely electronic mail customers and to inform in-house events about necessary adjustments to contacts or offers. Nevertheless, one concern that may come up is that of re-enrollment – that’s, a contact triggering a workflow after which with the ability to set off it once more. For instance, as an instance we wish to be notified of each contact who hasn’t been touched by gross sales in two weeks. We will arrange a Workflow that triggers off of Final Gross sales Exercise Date being greater than 14 days in the past, nonetheless:
As you’ll be able to see, our set off – a date vary, successfully – can’t be used as a re-enrollment set off. Nevertheless, should you create an energetic checklist that does the identical factor:
Regardless of the energetic checklist’s logic being the identical – Final Gross sales Exercise Date is greater than 14 days in the past – you’ll be able to allow re-enrollment based mostly on their checklist membership. This manner, in the event that they develop into at-risk, are contacted by gross sales, after which are ignored for one more two weeks, the automation will run and your group will be capable of get a notification that this contact nonetheless must be contacted.
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