Creating a Sendoso ROI Dashboard in HubSpot

  • Updated

Using the reporting tools available in HubSpot, you can create a dashboard that tracks your progress with Sendoso campaigns, and assess the ROI of gifting.

For some report types, you may want to have Sendoso spend mapped to your contacts and/or deals. See instructions for setting that custom property up here.

There are some commonly used report types we recommend to get started. See the instructions for each below.

Build a Sendoso Contact list

This list will serve as a handy filter for all our reports so we can ensure we’re only reporting on Contacts, Deals and Meetings where a Sendoso send occurred.

Start by going into HubSpot and navigating to Contacts > Lists > Create List.
Your list will be Contact-based, and marked as Active. Give it a helpful name, e.g. “Sendoso Recipients.” Hit Next.

Add a filter, and begin typing “Sendoso” into the search bar to find the Sendoso integration filter.

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Click into Sendoso and select “Sendoso: Gift Status Sync Event properties” to reveal the filters available to you. You’ll see the below to choose from.

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As a best practice, most companies prefer to include recipients who have interacted with a Send, so the filter can be based on Sent status and include only Statuses that correspond to engagement, e.g. “Clicked”, “Used”, “Shipped”, “Processing”.

This ensures your list doesn’t contain any Contacts whose gift was canceled or never opened. See the screenshot below for an example setup that meets minimum requirements.

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Once your criteria are in place, click Save list. You can now use this active list as a means of filtering your ROI reports for Sendoso.

Pipeline Report

Note: The accuracy of this report depends on Contacts being associated with Deals. Ensure you have all the relevant Contacts attached to your deals every time!

Start by going to the top navigation bar and select Reporting > Reports. In the top right hand corner, click on Create report. For the report type, choose Custom Report Builder. On the next page you’ll select the objects you want to include in the report. Select Contacts, Deals and then Next.

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From the report editing screen, select KPI from the chart settings so your report displays a number. You’ll select Deals as your object to pull values from, and then pull in Amount (or the field that tracks deal amount) as your value. See the screenshot below for guidance.

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Now, it’s time to filter the report to show only Deals that are in Pipeline. Do this by adding a filter for Deal Stage, and select all that apply.

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Last, we’ll filter to show deals where a Sendoso send occurred. You’ll do this by going into filters and choose Contacts who are members of your Sendoso list.

Select Contacts as your data source, and then drag in “List membership” as your filter type. Select “is member of” and then find your Sendoso recipients list from the drop-down. Save your filter.

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With these filters in place, you can now Save Report. This will become the pipeline portion of your Sendoso ROI dashboard.

During the save process, you’ll have the opportunity to add this report to a new dashboard. Give your dashboard a name, e.g. “Sendoso ROI” and apply permissions.

Closed/Won Report

Now that you’ve created a pipeline report, you can track Closed/Won deals with a Sendoso send. Start by going into your Reports, select the Pipeline report you just created, and go to Actions > Clone. You’ll see options to add the report to your Sendoso dashboard and Save.

You’ll be taken back to your reports list, and you’ll see the cloned report. Go to Actions > Customize.

To begin, rename your report to reflect the Closed/Won status.

Go into the filters and adjust the Deal stage filter to only display deals marked Closed/won. Leave the rest of the settings and filters the same.

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Now, your report will display the total sum of Deals that are 1) marked Closed/Won, and 2) Have an engaged Sendoso send on them.

Deals by Rep

You can track individual rep performance using versions of the pipeline and closed/won reports you’ve created already.

Start by going into Reports > Create report > Custom report builder > Choose my own data sources.

Ensure Contacts and Deals are selected as your data sources. Click Next.

Ensure that your Chart type is a Vertical bar. This should be selected by default.

For fields, click and drag Deal owner to your X-axis. Then, click and drag the Deal amount to your Y-axis. In the current view, you’ll be looking at a report that shows the total Deal amount by rep.

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Next, go into Filters and select Contacts as your primary data source. Click and drag List membership into your filters, and configure it to filter by members of your Sendoso recipients list.

From here, the next step is to add a filter for Deal Stage. To look at Sendoso pipeline by rep, configure your Deal stage filter to only Deals without a closed/won or closed/lost status. To look at only Closed/won opportunities with Sendoso send by rep, set the Deal stage filter to Closed/Won.

You can always clone this report and adjust your filters to see both pipeline and closed/won Deals by rep in your ROI dashboard.

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