HubSpot Campaign Creator template

The HubSpot Campaign Creator template visualizes HubSpot marketing data. It helps marketing professionals to perform core tasks of their job in the following manner:

  • Quickly configure their HubSpot data
  • Analyze and compare campaign data
  • Build marketing campaigns directly within Sigma
  • Download the new campaign and save it as a *.csv file

For an overview of the template see this video:

Requirements

To view a template, you must have the following:

  • Creator or Admin account type in Sigma
  • A connection with access to the proper HubSpot data
  • A Sigma Admin account and the appropriate HubSpot permissions

You can launch and view the template with our sample data, even if you don't have a HubSpot connection.

Create a new workbook from the templateย 

  1. Open the Sigma Templates gallery page. Access it from one of the following:

    • The left-side navigation panel on your Sigma home page
    • The Sigma Home menu (company apps) at the top left corner of any workbook page
  2. On the left panel, clickย Templates.

  3. Locate and click the HubSpot Campaign Creator Template. The template opens as an exploration, along with a dialog that prompts you to swap in your own data.
    use-your-data-dialog.png

    • To browse the workbook with sample data, click Dismiss.
    • To replace this sample data with your own data, click Swap Now.
  4. When you click Swap Now, Sigma opens the Swap Data Sources page.

    Swap data connections and tables for the template to use your data

    Sigma searches your connections for tables that match the structure of the current sources.

    If it doesn't find a match, you can manually locate the correct table.

  5. To replace a matched source, click Edit (company apps) next to the source, in the REPLACE WITH section.

    You must have valid forms of these three tables:

    • HUBSPOT_CONTACTS
    • HUBSPOT_EMAIL_CAMPAIGNS
    • HUBSPOT_EMAIL_SENDS
  6. Select a new table from the modal.

  7. After specifying the correct table to swap are specified, click Swap.
    The page refreshes, and displays your data.

  8. Check the workbook to confirm that you have correct data.

  9. To create a workbook that you can use, personalize, and publish for your organization, click Save As in the header, and save your new workbook.

About this template

We designed the Campaign Creator template to support that workflows and analysis of Email Marketing Campaigns in your organization.

This template has the following pages: Email Campaign Analysis, Campaign Comparison, Build a Campaign, and Config & Docs.

Email Campaign Analysis

Filters
Email Send Timestamp: Date-time selector, with options for Between, On, Before, After, Last, Next, Current, and Custom options
Email Campaign Type: All, Batch Email, Automated Email, Localtime Email, Ab Email, and Automated Ab Email options; has ascending/descending sort
Email Campaign Sub Type: All, VIP, E-books, Webinars, Promotions, Newsletters, Field Events, Blogs, Conferences, Invitations; has ascending/descending sort
KPIs
Report overall numbers for Campaigns, Emails Sent, Contacts, andย Unsubscribes
KPIs with an interactive chart
Overall Percentage and Percentage change over the Time period (which can be sampled) for Delivery Rate,ย Open Rate,ย CTR, andย Unsubscribe Rate
Campaign Insights
Subsection that provides insights on selected values, at the discretion of the user:
Filters
Time Bin: Select granularity options as Day, Week, Month, Quarter, or Year
Line Value: Select from Open Rate, CTR, CTOR, or Unsubscribe Rate
Set benchmarks
Action covered in Config
Combo chart 1
Line chart of selected Line value over Time
Bar chart of Total Deliveries, and Total Opens
Horizontal line for the Benchmark, if set
Combo chart 2
A bar chart of Avg % of the selected Line value, by Campaign SubType
Horizontal line for the Benchmark, if set
Engagements
A subsection that analyses Engagements by Day of Week, and Hour of day, represented as a pivot table:
Summary
A report of the best and worst day for performance of the metric selected as the Pivot Value.
Pivot Value
Select the measurement from Delivery Rate, Open Rate, CTR%, CTOR%, or Unsubscribe Rate.
Pivot table
Aggregates the selected Pivot Value Weekday columns and Hour rows.
Campaign Drill down
A subsections that groups all campaigns by Campaign types, and also enables closer examination at the granularity of the individual campaign.
This section reports on the measurement of Recipients, Deliveries, Opens, Unique Opens, Open Rate, Unsubscribes, CTR, CTOR, Unsubscribe Rate, Bounce, Rate, Total Clicks, Unique Clicks, Total Bounces, Delivery Rate, and Sent.

Campaign Comparison

You can conduct a robust A/B analysis of past and present campaigns to determine success factors for building better email campaigns in the future.

Filters
Email Send Timestamp: Date-time selector, with options for Between, On, Before, After, Last, Next, Current, and Custom options
Email Campaign Type: All, Batch Email, Automated Email, Localtime Email, Ab Email, and Automated Ab Email options; has ascending/descending sort
Email Campaign Sub Type: All, VIP, E-books, Webinars, Promotions, Newsletters, Field Events, Blogs, Conferences, Invitations; has ascending/descending sort
Selection
A subsection where you choose the campaigns for Group A and campaigns for Group B separately. Note that you can restrict the list of campaigns by using the filters on this page.
Campaign selector
Select the campaign to add to a grroup by clicking the checkbox next to the name of the campaign.
Search the list of possible campaigns.
Sort the list of possible campaigns in ascending/descending order
Summary
A general statement that characterizes the current choice of each campaign group in terms of campaign type and similar factors.
Averages
A report of metrics of each campaign grouping, including Average Emails Sent, Average Emails Delivered, Average Unique Emails Opened, Average Unique Email Clicks, Average Recipient Count, Average Delivery Rate, Average Bounce Rate, Average open Rate, Average CTR, Average CTOR, Average Unsubscribe Rate, and Campaign Count.
Chart
A bar chart for each Campaign group; provides a side-by side comparison of Sends, Deliveries, Opens, and Clicks across each of Group A Campaigns and Group B Campaigns.
Comparison metric
A section that lets you select a metric, and plots it for a quick visual analysis.
Selector
Select one of the metrics: Sent, Delivered, Opens, Clicks, Recipients, Delivery Rate, Open Rate, CTRO, or CTOR.
Bar Chart
Sorted from largest to smallest, all campaigns in both Group A and Group B. Each campaign group has its own color.
Comparative analysis
A section plots the selected X and Y metrics from both campaigns on a Magic Quadrant chart.
Email Campaign Subtype
Select from the following Options: All, VIP, E-books, Webinars, Promotions, Newsletters, Field Events, Blogs, Conferences, and Invitations.
Search function
Sort in ascending/descending order
X axis
Select the metric from these options: Sent, Deliveries, Opens, Unique Opens, Clicks, Unique Clicks, Bounces, Unsubscribes, Delivery Rate, Open Rate, CTR, CTOR, Unsubscribe Rate, and Recipient Count.
Y axis
Select the metric from these options: Sent, Deliveries, Opens, Unique Opens, Clicks, Unique Clicks, Bounces, Unsubscribes, Delivery Rate, Open Rate, CTR, CTOR, Unsubscribe Rate, and Recipient Count.
Ensure that you don't use the same metric as on X, because it makes the chart meaningless.
Chart
A Magic Quadrant that plots the distribution of the selected campaigns as bolored bubbles that match the colors for Group A and Group B, and other campaigns as points.
Campaign comparison data
A table that combines all data for each selected campaign, grouped as Campaign A and Campaign B.ย 

Build a Campaign

To quickly start you on your new campaign, the Build page offers the following guidance and selectors:

Import Contacts
Select email addresses for recipients based on your analysis of Campaign groups in the Campaign Comparison page.
Choose Group A Campaigns, Group B Campaigns, Both, or Neither.
To help you decide, the template reproduces the Comparison metric bar chart from the Campaign Comparison page.
Build
Section where you add contacts from your contacts data table.
Companies
Select from a list of Companies in your contacts table.
Click the selection box next to the name of the company; note that each company lists the numer of contacts there; null indicates the number of contacts that don't have a current company assignment.
Search for company name.
Sort the companies in one of the following orders: Ascending by count of contacts, Descending by count of contacts, Ascending alpha-numeric, or Descending alpha-numeric.
Top 15 Companies by Recipients is a bar chart that reports the CTR of the best companies, to help you make this selection.
Job Titles
Select from a list of Job Titles in your contacts table.
Click the selection box next to the Job Title; note that each job title lists the numer of contacts with the same title. The null option indicates the number of contacts that don't list have a job title assignment. The All option selects all job titles.
Search for company name.
Sort the companies in one of the following orders: Ascending by count of contacts, Descending by count of contacts, Ascending alpha-numeric, or Descending alpha-numeric.
Top 15 Companies by Recipients is a bar chart that reports the CTR of the job titles, to help you make this selection.
Curate & Export
This section helps you refine the list of participants in your new campaign.
These filters are optional:
  • Who to include: Narrow the list of recipients in the following manner: Include All Contacts, Never. Opened or Clicked, Opened but Never Clicked, or Opened and Clicked.
  • Days as Contacts: Select a day range, from 0 to 2,000.
  • Company Annual Revenue: Specify the values for Minimum and Maximum revenue.

Config & Docs

Choose Configuration options; the preceding pages, especially Campaign Comparison, use either unque or all events, and aggregate results.

Engagement events
Select either Unique and Total engagement events.
Total or average metrics
Choose either the Average or Total (sum) option.

Specify Benchmarks; you can use them on the Email Campaign Analyses page to gage the success of your campaigns.

Each possble Line value has its own benchmark

Open Rate Benchmark %
Set the benchmark for this measurement, as a decimal value. For example, for an Open Rate of 35%, enter 0.35.
Unsubscribe Rate Benchmark %
Set the benchmark for this measurement, as a decimal value. For example, for an Unsubscribe Rate 0.5%, enter 0.005.
CTR Benchmark %
Set the benchmark for this measurement, as a decimal value. For example, for CTR of 1%, enter 0.01.
CTOR Benchmark %
Set the benchmark for this measurement, as a decimal value. For example, for CTOR of 5%, enter 0.05.

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