Product readiness assessment by smartbug media Hero

Product readiness assessment by smartbug mediaTemplate bySmartbug Media

*HubSpot Attribution Reporting Readiness Assessment* Before you start playing around with attribution models in HubSpot, it’s important to understand where you’re at in your own attribution journey—as a SaaS marketer and as an organization. You may be ready to use one type of report more than the other. This assessment will help you determine how ready you really are to start crunching the data.How long have you been using HubSpot for?

More than 6 months, Less than six months

*Disclaimer: It could be a little tricky to answer the rest of the questions having used HubSpot for less than 6 months*.

Remind me to take this assessment later, Continue anyway

Which HubSpot package do you currently use?

Marketing Starter, Marketing Professional, Marketing Enterprise, Sales Starter, Sales Professional, Sales Enterprise, Growth Suite Starter, Growth Suite Professional, Growth Suite Enterprise

You will need to upgrade to HubSpot Marketing Professional or Enterprise in order to use the HubSpot Attribution Reporting. Please note that you will have limited attribution reports with Marketing Professional. If you already have HubSpot Marketing Professional or HubSpot Marketing enterprise please move on to the next question. Is the HubSpot tracking code installed on your site? If your website is completely hosted on HubSpot, the tracking code will automatically be added to your site but you should verify.

Yes, it is installed one time on all sites where our content is hosted, Yes, but it is not installed on all of our hosted sites and content, Yes, but I found two codes on my site, No, it is not installed

Looks like you need to install the HubSpot tracking code. Make sure it is only installed once.Do you use the HubSpot content management system?

Yes, we host everything on HubSpot, We host some of our content on HubSpot’s content management system but not all, No, we do not host any content on HubSpot’s content management system and have not taken the proper steps to track by requesting our developer team add a specific code to those pages, We do not host any content on HubSpot’s content management system, but we have taken the proper steps to track by requesting our developer team add a specific code to those pages

You will need to ensure that you have taken the proper steps to track by requesting your developer team add the specific code.Are you leveraging HubSpot as your CRM?

Yes, and our team ensures that Amount, Close Date, and Create Date properties are accurate, No, but we leverage an effective integration to update Amount, Close Date, and Create Date properties, We cannot confidently say that Amount, Close Date, and Create Date properties are accurately updated within the HubSpot CRM or through integration

You will need to ensure you either update these directly in a consistent manner via HubSpot CRM or an API integration in order to leverage Revenue Attribution.Are you leveraging UTM parameters in your campaigns?

We deploy all of our campaigns from HubSpot, and when we don’t, we leverage UTMs to track parameters, Yes, we consistently leverage UTM parameters to help inform parameters, We do not consistently track UTM parameters for deployment

You will need to begin leveraging UTM parameters to leverage attribution reporting in HubSpot.Are you leveraging HubSpot automation to power lifecycle stage management?

Yes, we’ve defined our lifecycle stages internally and have leveraged HubSpot automation, or we have a manual process to update the lifecycle stage, No, we do not have it defined, nor do we have the transitions for lifecycle stages automated in HubSpot

You’ll want to define your lifecycle stages as a team and then use workflows to set up lifecycle stage transitions. This will allow you to leverage Contact Attribution reports that look at lifecycle changes.Do you leverage clear and concise page titles in your content?

Yes, we use clear and concise page titles, such as “The Ultimate Guide to Inbound Marketing", Yes, but we do not use them consistently, No, we don’t use clear and concise page titles in our content

You should ensure all of your content page titles are updated to ensure you can clearly read takeaways from attribution reporting.Are you leveraging buying roles in HubSpot?

Yes, we’re using buying roles in HubSpot, No, we’re not using buying roles in HubSpot

FYI, without leveraging buying roles in HubSpot you will not be able to report on segments of data by buying roles.Which best describes your content and campaign data?

We have been tracking data for at least six months in HubSpot, We have been tracking data for less than six months in HubSpot, We have no data tracked in HubSpot, We have extremely disorganized data in HubSpot

You’ll need to ensure that all sales and marketing data are being tracked or integrated into HubSpot and have sufficient data to make conclusions on attribution.One last thing, can you share your email address with us?Great! We'll be in touch in a few months, once you're ready for attribution.