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 Your HubSpot Custom Properties
First, you will need to create a few HubSpot Custom Properties in order to start to track and calculate your SMS messages that occur on Salesmsg.
Property Name | Field Type |
Salesmsg: Last SMS Received Date | Date picker |
Salesmsg: Last SMS Sent Date | Date picker |
Salesmsg: Total SMS Received Count | Number (unformatted) |
Salesmsg: Total SMS Sent Count | Number (unformatted) |
Step 2: Create Your Workflows
To set this up to track your sent and received texts, we'll need to create two Workflows.
Workflow #1: Track SENT Text Messages
Trigger
By creating this Trigger, any sent SMS on Salesmsg will enroll the contact in this Workflow.
Next, be sure to set the Re-Enrollment to run anytime the criteria is met.
Action 1: Set the Last SMS Sent Date Property
Select Set property value
Select Salesmsg: Last SMS Sent Date property
Select Date of step.
Action 2: Increment property value
Select action Increase or Decrease property value
Select Salesmsg total SMS sent count
Set increment numeric value by 1
Workflow #2: Track RECEIVED Text Messages
Next, be sure to set the Re-Enrollment to run anytime the criteria are met.
Trigger
By creating this Trigger, any Received SMS on Salesmsg will enroll the contact in this Workflow.
Action 1: Set the Last SMS Received Date Property
Select Set property value
Select Salesmsg: Last SMS Sent Date property
Select Date of step.
Action 2: Increment property value
Select action Increase or Decrease property value
Select Salesmsg total SMS Received count
Set increment numeric value by 1
That's it! Now turn ON your Workflow and it'll work automatically from here on out.
Salesmsg will populate your new HubSpot properties with data like this...
Step 3: Create the custom report for sent
Navigate to the Reports page, located under the Reports tab
Select "Report Library"
Select "Create custom report"
Select a Single Object report type using Contacts.
On the Data tab, add the SMS Sent Quantity contact property & Contact Owner.
Click the Visualization tab, select the Donut chart type.
In the Displaying section add the Contact Owner property.
In the Measured by section, add the SMS Sent Quantity property.
Step 4: Create the custom report for received
Navigate to the Reports page, located under the Reports tab
Select "Report Library"
Select "Create custom report"
Select a Single Object report type using Contacts.
On the Data tab, add the SMS Received Quantity contact property & Contact Owner.
Click the Visualization tab, select the Donut chart type.
In the Displaying section add the Contact Owner property.
In the Measured by section, add the SMS Received Quantity 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
This report shows you messages sent or received by the total amount of a single message regardless of the size or type of message.
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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