How to Create Custom HubSpot Text Messaging Reports

Question

How can I create custom HubSpot dashboard reports that include text messaging information? 

 

Note: Outbound message reporting is not enabled by default for the HubSpot integration. Please contact us to set that up.

Answer

Using HubSpot custom dashboard reports, you can analyze records and activities in your HubSpot account across almost any dimension. Using the HubSpot text messaging integration from Sakari you can create custom reports that include text messaging.

The Sakari HubSpot text messaging integration pushes all sent and received text messages back to custom HubSpot contact properties.  These properties can be used to create custom dashboard reports in HubSpot based on your text messaging activity. 

In addition to the the Sakari-populated properties we recommend setting up two HubSpot workflows to populate the total send and received SMS quantity properties.  This article covers how to create these two workflows: Total Sent and Received SMS Quantities

This article will cover how to create some of the most common text messaging reports in HubSpot. 

Total SMS Sent by Contact Owner Donut Chart

The sum of text messages sent by Contact Owner.

metrics-charts-v1.png

Note: this report uses the SMS Sent Quantity property.  This property require a workflow to automatically track the total sent quantity.  This article walks through how to set those up: Total Sent and Received SMS Quantities 

 Configuration

1. In HubSpot, in the top navigation menu go to Reports > Dashboards.

2. Click the Create Custom Report button in the top right.

3. Select a Single Object report type using Contacts.

4. On the Data tab, add the SMS Sent Quantity contact property.  

5. Click the Visualization tab, select the Donut chart type.

6. In the Displaying section add the Contact Owner property.

7. In the Measured by section, add the SMS Sent Quantity property.

Screen_Shot_2020-05-16_at_7.35.40_AM.png

 

 

 

Total SMS Received by Contact Owner Donut Chart

The sum of text messages received by Contact Owner.

metrics-charts-v2.png

Note: this report uses the SMS Received Quantity property.  This property require a workflow to automatically track the total received quantity.  This article walks through how to set those up: Total Sent and Received SMS Quantities

 

Configuration

1. In HubSpot, in the top navigation menu go to Reports > Dashboards.

2. Click the Create Custom Report button in the top right.

3. Select a Single Object report type using Contacts.

4. On the Data tab, add the SMS Received Quantity contact property.  

5. Click the Visualization tab, select the Donut chart type.

6. In the Displaying section add the Contact Owner property.

7. In the Measured by section, add the SMS Received Quantity property.

Screen_Shot_2020-05-16_at_7.36.43_AM.png

 

 

 

Count of Contacts by Last SMS Sent Date

The count of contacts based on the last text message sent date. 

metrics-charts-v4.png

 Configuration

1. In HubSpot, in the top navigation menu go to Reports > Dashboards.

2. Click the Create Custom Report button in the top right.

3. Select a Single Object report type using Contacts.

4. On the Data tab, add the Message Sent At contact property.  

5. Click the Visualization tab, select the Line chart type. 

6. In the Display section add the Message Sent At property.

7. In the Measured by section add the Count of Contacts.

Screen_Shot_2020-05-16_at_7.37.18_AM.png

 

 

 

 

Total SMS Sent/Received by Contact Owner

The sum of total text messages sent and received by Contact Owner.

metrics-charts-v5.png

Note: this report uses the SMS Received Quantity and SMS Sent Quantity properties.  These properties require two workflows to automatically track the total sent and received quantities.  This article walks through how to set those up: Total Sent and Received SMS Quantities

 

Configuration

1. In HubSpot, in the top navigation menu go to Reports > Dashboards.

2. Click the Create Custom Report button in the top right.

3. Select a Single Object report type using Contacts.

4. On the Data tab, add the SMS Received Quantity and SMS Sent Quantity contact properties.  

5. Click the Visualization tab, select the Table chart type. 

6. In the Displaying section add the Contact Owner property.

7. In the Measured by section add the SMS Received Quantity and SMS Sent Quantity properties.

Screen_Shot_2020-05-16_at_7.37.00_AM.png

 

 

Contacts Opted-Out By Date

The count of contacts that have opted-out of text messaging by date. 

metrics-charts-v3.png

 

Configuration

1. In HubSpot, in the top navigation menu go to Reports > Dashboards.

2. Click the Create Custom Report button in the top right.

3. Select a Single Object report type using Contacts.

4. On the Data tab, add the Opted Out contact property.  

5. Click the Visualization tab, select the Line chart type. 

6. In the Displaying section add the Opted Out property.

7. In the Measured by section add the Count of Contacts property.

Screen_Shot_2020-05-16_at_7.37.35_AM.png

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