The purpose of this article is to describe how one could create a custom report on a HubSpot dashboard to visualize the number of SMS messages sent & received by the HubSpot contact owner.
Let's be real, who doesn't want pretty graphs to visualize actionable data.
Here's an example of the reports you can run once you set this up...
Step 1: Create the custom report for sent
Navigate to the Reports page, located under the Reports tab
Select "create report"
3. Select a Single Object report type using Contacts.
On the Data tab, add the Salesmsg: Total SMS Sent Count contact property & Contact Owner.
Click the Visualization tab, select a chart type.
In the Displaying section add the Contact Owner property.
In the Measured by section, add the Salesmsg: Total SMS Sent Count property.
Step 4: Create the custom report for received
Navigate to the Reports page, located under the Reports tab
Select "create report"
3. Select a Single Object report type using Contacts.
On the Data tab, add the Salesmsg: Total SMS Received Count contact property & Contact Owner.
Click the Visualization tab, select a chart type.
In the Displaying section add the Contact Owner property.
In the Measured by section, add the Salesmsg: Total SMS Received Count property.
Step 5: How to use and interpret
Navigate to your reports page
Open your desired report
Change the date property to the desired reference point
Change the date range to view the desired time frame
Frequently Asked Questions
What is the difference between this and Salesmsg Analytics
It's a preference to capture this information in HubSpot reports, keep in mind Salesmsg Analytics is always going to update faster!
Does this track the total amount of messages that are sent from workflows as well as one-off messages my team executes?
This tracks any and all messages sent or received as long as the contact who is involved in the correspondence has a valid Salesmsg x HubSpot user as their contact owner.
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