Overview: Query Builder for HubSpot Marketing (Active Lists)

在本文中

如何访问查询构建器进行集线器营销(活动列表)

导航指标>查询构建器to access the查询建筑商用于HubSpot营销。Click the green+ Create Custom Metricbutton and select your connected HubSpot Marketing Account from the数据源下拉列表。选择活动列表button.

HubSpot的新创建的活动列表account will not be recognized in Databox until the next day after larger data sync to identify new Active Lists in the HubSpot account is performed in the middle of the night.

    查询构建器可在专业和表演者计划中获得。通过遵循要求进行查询构建器的审判这些步骤

如何将查询构建器用于集线器营销(活动列表)

一个
数据源:这是自定义指标正在从中同步数据的数据源
b
公制:从您连接的HubSpot营销数据源中选择一个活动列表
C
数据选择: There are two数据选择选项:总积极列表联系人净新的主动列表联系人。
总积极列表联系人:此数据选择将在选定日期范围结束时返回活动列表中的联系人总数。如果它是一个开放日期范围,例如“年满年”,则将显示活动列表中当前的联系人总数。
净新的主动列表联系人: This Data Choice will return the difference between the number of Contacts in the Active List on the last day of the selected Date Range and the number of Contacts in the Active List on the first day of the selected Date Range. The exact calculation performed on the backend is as follows:
(在日期范围的最后一天,活动列表中的联系人#) - (日期范围第一天的活动列表中的联系人#)=净新的活动列表联系人
选择净新的主动列表联系人由于数据选择将显示一个复选框跳过了活动列表中的联系人。by selecting this checkbox, the number of Contacts in the Active List on the day the Active List is created will be subtracted from the total # of Contacts in the Active List. This makes it so a backfill of Contacts will not skew Active List data in Databox.
d
倒立度量(可选):如果较低的度量值表示正增长/性能(即未取消的人,每次转换成本等),则应选择此复选框。beplay体育appios数据代理,而度量值的减少显示了数据库上的绿色百分比变化颜色。
e
自定义度量名称:输入您的自定义指标的名称。保存后,该自定义指标名称将在设计人员中可用。
F
预览数据:单击之后预览数据,将显示自定义指标的数据预览。从“活动列表”创建日期到当天的每日度量值在本节中显示。
G
节省:保存您的自定义指标。

设置主动列表以跟踪净新活动列表联系人时的最佳实践

可以从HubSpot的API访问活动列表中的联系人数量的每日数据跟踪。与活动列表中的联系人相关的特定联系人属性无法从HubSpot的API访问。因此,即使联系人在较早的日期有资格获得列表的资格,也无法在活动列表的创建日期之前访问数据。

because of this, you may want to consider creating Active Lists that only have Contacts added to them, and setting a start date for when Contacts qualify for the Active List.

在这个部分

如何创建活动列表以跟踪符合指定活动列表过滤器的新联系人

净新的主动列表联系人are calculated by performing the following backend calculation:

(在日期范围的最后一天的活动列表中的联系人#) - (日期范围第一天的活动列表中的联系人#)=日期范围内的净新活动列表联系人

因此,如果您想跟踪New接触s that are added to the Active List rather than净新从活动列表中添加或删除的联系人,您需要确保您的活动列表过滤器不会从活动列表中删除联系人。这将确保仅接触仅输入活动列表,而净新的活动列表接触值不会偏斜。

How to create Active Lists with an open Start Date to qualify for the Active List [Example]

Let's say you create an Active List to track CTA Clicks to a specific CTA on May 7th and 150 Contacts were added to the Active List. HubSpot is only sending Databox the number of Contacts in the Active List, not any specific Contact Properties associated with the Contacts in the Active List. So, all 150 Contacts that entered the Active List on May 7th are considered New Active List Contacts (or CTA Clicks) on May 7th.

在Dabeplay体育appiostabox中,您在5月8日创建一个自定义指标,然后选择净新的主动列表联系人作为数据选择。

On May 31st, there are 1000 Contacts in the Active List.

  • If the跳过了活动列表中的联系人复选框is not选择,以下方程式将在一个月的后端上执行:

    1000(5月31日活动列表中的联系人#)-0(# of Contacts in the Active List on May 1st)=1000(5月的净新活动列表联系人)
  • If the跳过了活动列表中的联系人复选框is选择,以下方程式将在一个月的后端上执行:

    850(5月31日在活动列表中的联系人#[1000] - 创建活动列表的活动列表中的联系人#[150])-0(# of Contacts in the Active List on May 1st)=850(5月的净新活动列表联系人)

Since this is a rolling list, moving forward, no changes need to be made. In June, the number of Net New Contacts in the Active List (or Contacts who clicked the CTA) will not be skewed, because there weren't any old Contacts that were added to the Active List during this time. However, the "Year to Date" Value for CTA Clicks will not be accurate until the following year, because the Active List is not set to include Contacts who clicked the CTA throughout the full year.

如何使用设定的启动日期创建活动列表以获取活动列表的资格[示例]

Let's say you create an Active List to track CTA Clicks to a specific CTA on May 7th and you are primarily interested in Monthly reporting. Therefore, you add a condition to the Active List so only Contacts who clicked on the CTA on May 1st and on are added to the Active List. Because of this criteria, 25 Contacts are added to the Active List on May 7th to account for all CTA Clicks in May.

在Dabeplay体育appiostabox中,您在5月8日创建一个自定义指标,然后选择净新的主动列表联系人作为数据选择

On May 31st, there are 1000 Contacts in the Active List. You will not want to select the跳过了活动列表中的联系人复选框,因为故意添加了所有添加到活动列表中的联系人。将在5月和所有未来日期范围内准确计算出新的活动列表联系人的净数量。beplay体育appios但是,CTA点击的“迄今为止”的“迄今为止”值要到第二年才能准确,因为活动列表不设置为包括在整整一年中点击CTA的联系人。

How to verify a Custom Active List Metric in HubSpot vs Databox [Example]

Let's walk through an example to verify Net New Active List Members for an Active List that is tracking Contacts who sign up for our AM Demo. We're interested in viewing data for This Month.

1
在Databobeplay体育appiosx中,自定义指标的设置如下:

2
要在HubSpot中验证此自定义指标联系人>列表
3
查找您要拉到Databox的活动列表,然后单击beplay体育appiosMore > View list performance.这将打开相应的活动列表性能数据。
4
现在您会看到一个名为的图列表size over time。First, check the selected日期范围为了确保与您在Databox中查看的内容匹配。beplay体育appios
5
当您悬停在图表上时,您可以在活动列表中看到每日联系人#。这就是我们正在从HubSpot的API中访问并将其引入Databox。beplay体育appios

6
To calculate Net New Active List Members, simply subtract the # of Contacts in the Active List on the 1st day of the Month from the # of Contacts in the Active List on the last day of the month.
就我们的例子而言,我们会做4,824-4,787 = 37 净新一个ctive List Members for Last Month。This matches what we see in Databox for This Month, so we were successfully able to verify the number of Net New Active List Contacts in HubSpot and Databox.

如何将自定义的活动列表添加到数据库

1
在DataBox设计器中打开选定的数据库,或创建一个新的数据库。beplay体育appios
2
从可视化库中拖放一个空白数据库到数据库。
3
从右边的DataBlock设置控制板。这必须是相同的HubSpot营销帐户,该帐户在创建自定义指标时选择。
4
在顶部选择“自定义”选项卡公制下拉列表。
5
选择自定义度量名称以填充数据库。

附加信息

  • 不data is accessible from before the Contact List Creation Date.
  • HubSpot的新创建的活动列表account will not be recognized in Databox until the next day after a larger data sync to identify new Active Lists in the HubSpot account is performed in the middle of the night.
  • 一个ctive List data is synced with Databox once per day. This is consistent with how Active List data is updated in the列表绩效报告在HubSpot中。beplay体育appiosDataBox正在从列表性能报告中同步活动列表数据。

    HubSpot在每日更新列表绩效报告around midnight every day. Learn more about validating data using the List Performance report这里

    如果在每日列表绩效报告更新之后添加到活动列表中,则可以在列表绩效报告HubSpot和列表library in HubSpot.

    When validating Active List data in Databox, you should compare Databox's data with data from the列表绩效报告in your HubSpot account.

    beplay体育appios一旦可以从HubSpot API获得数据后,DataBox将不断更新活动列表数据。
  • 对于由此查询构建器创建的自定义指标,最多可以与DataBox同步1090天的历史数据。beplay体育appios
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