Are you losing sleep wondering if your content is effective? Do you have a lead scoring program? If you answered yes to both of those questions, keep reading:
Would you love to know the answers to any of these questions:
Imagine how having that intel could impact how you make content decisions!
Follow these four steps to leverage HubSpot’s recent conversion function to track and analyze the content that prospects engage with prior to becoming an MQL.
Create a Contact based list > Active, so it automatically updates over time. The purpose of this list is to capture contacts who have recently become an MQL, as a result of downloading content that caused them to cross your lead scoring threshold. You’ll want to exclude anyone who has become an MQL via other means, like Contact Us or Demo forms, imports, etc.
Add these Filters to your Active list:
Note: This list will change every day, as it’s only capturing people who have become an MQL as a result of content within the last day. Once they become a member of this list, they’ll be enrolled in the workflow in Step 3. More on that soon.
While this list populates, move on to Step 2.
We’re going to use HubSpot’s Recent Conversion field, which captures the name of the last form that was filled out. Since this field can be overwritten by the next form fill, we’re going to copy its value right after becoming an MQL via lead scoring into a new field so it is preserved.
How to create a custom property:
Now that your custom property is created, it’s time to build the workflow.
This workflow will put the list and the custom property to work for you, capturing and preserving the last touch conversion information prior to becoming an MQL.
Enroll members of the list in Step 1 in the workflow:
Then, copy their Recent Conversion value into the new property you created, Content That Influenced Conversion to MQL.
As your list populates and contacts are enrolled in the workflow, you’re officially starting to capture and preserve MQL last touch attribution information!
Since you just started collecting data, there won’t be much to look at on a report, but you can get it ready so it’s easy to check on progress in the coming days and weeks.
Start by cloning a Contact report, or creating one from scratch:
Add “Content That Influenced Conversion to MQL” as a selected property, so you can use it in the next step:
Choose your chart type, and display the custom property you created, Content That Influenced Conversion to MQL.
Here’s an example of a bar chart, a few weeks after we started collecting data:
That’s it! Now you can start tracking the content that prospects engage with prior to becoming an MQL through your lead scoring program!