Tracking Events and Data in HubSpot

Overview

This guide provides an in-depth look at tracking events within HubSpot, a powerful tool for managing marketing, sales, and customer service. By mastering event tracking, you can gather valuable insights into user behavior, optimize marketing strategies, and improve customer engagement.

Event tracking in HubSpot allows you to monitor specific user interactions with your website and marketing assets. This includes page visits, form submissions, and clicks on CTAs (Call to Action). By analyzing this data, you can better understand how users interact with your content and tailor your marketing efforts accordingly.

Before you begin, make sure you have:

• HubSpot Account: A valid HubSpot account with the necessary permissions.

• Website Access: Ability to edit the HTML of your website to install tracking code.

Page Views

• Purpose: Track how many times a page is viewed.

• Benefit: Identify high-traffic pages and user navigation patterns.

Form Submissions

• Purpose: Capture data when users fill out and submit forms.

• Benefit: Measure lead generation effectiveness and form performance.

Clicks on Links

• Purpose: Monitor clicks on specific links or buttons.

• Benefit: Evaluate the success of calls-to-action and user engagement.

Custom Events

• Purpose: Track unique interactions defined by the user.

• Benefit: Monitor specific actions relevant to your business, such as video views or downloads.

1. Logging into HubSpot

1. Open your web browser and navigate to the HubSpot website.

2. Enter your username and password.

3. Click on the Login button to access your dashboard.

2. Accessing Event Settings

1. Click on the Settings icon (gear icon) in the main navigation bar.

2. In the left sidebar, select Tracking & Analytics.

3. Click on Events to view the event tracking options.

3. Creating Custom Events

1. Click on the Create Event button at the top right of the Events page.

2. Fill in the required details:

   • Event Name: Give your event a descriptive name.

   • Event Type: Select the type of event (e.g., Click, Form Submission).

   • Trigger Conditions: Define when the event should trigger (e.g., a specific URL or button click).

   • Additional Settings: Optionally add labels or categories for better organization.

3. Click Save to finalize the event creation.

4. Verifying Tracking Code Installation

1. Navigate to your website and right-click to select View Page Source.

2. Search for the HubSpot tracking code to ensure it is present on your pages.

3. If the tracking code is missing, follow HubSpot’s installation guide to add it.

5. Testing Events

1. Perform the actions that should trigger your newly created events (e.g., submitting a form or clicking a link).

2. Return to HubSpot and check the Events section to confirm that the events have been recorded.

3. Verify that the data appears as expected in the event report.

6. Analyzing Event Data

1. From your HubSpot dashboard, navigate to Reports.

2. Click on Analytics Tools and select Events Report.

3. Review the report for insights on:

   • Total events tracked

   • Unique users

   • Engagement metrics

4. Use filters to segment data by date range or event type for deeper analysis.

7. Generating Actionable Insights

1. Identify trends in user behavior based on the event data.

2. Use these insights to make informed decisions about your marketing strategies and content.

3. Consider A/B testing different approaches based on the data gathered.

8. Maintaining and Updating Events

1. Regularly review your events to ensure they align with current marketing goals.

2. Update or delete events that are no longer relevant.

3. Schedule periodic checks to ensure all tracking is functioning properly.

9. Contact Support

If you need further assistance or have any questions, our support team is here to help:

1. Contact Information

• Email: techsupport@viewlift.com

• Phone:

  • US: +1-800-859-0420

  • UK: +44-203-014-8921

2. Support Hours

• B2C (Business to Consumer): Monday to Friday

• B2B (Business to Business): 24/7 support available