Custom Reporting & CTA’s

We live in a cyber world where Big Data is now the most important connection between you and your contacts.  Contact engagement that doesn’t lead you to a greater understanding isn’t much good to your nonprofit so you must know how to see and understand data…the issue there is that most CRM’s only give you some of the puzzle pieces of data (and not the whole puzzle).

CauseDriven Marketing and HubSpot CRM have teamed up to help you gain a better understanding of your data with Custom Reporting and CTA’s (Calls to Action) that help measure contact engagement.

First, Calls-to-Action help your organization convert more of your visitors into qualified leads with calls-to-action you can personalize, test, and optimize. These CTA’s give you tracking links that measure clicks and conversions.  These CTA’s display vital signs that your email newsletter or social media or blog content is gaining traction and that traction can trigger enrollment into a Workflow or other nurture Sequence to deepen the communication flow.  CTA’s are the pulse of every campaign and will help you measure message effectiveness.

If you want to gain even deeper insights into your contact data, there is Custom Reporting available to you at any time.  With Custom Reporting, you can create up to 200 custom dashboards for your team based on any metric in HubSpot’s marketing, sales, or customer service software.  The Reporting dashboards are easy to set up and (once set up) the data will automatically update within the Reports section of HubSpot.

Customize a report from our library of commonly used reporting templates, or build your own custom report from scratch and take your pick from pie charts, bar charts, donut charts, area charts, and more. Then preview your data in real time, and easily change chart types with one click to visualize your data exactly how you want to.

Lastly, these reports can be delivered to your team via email either upon request or based on a recurring schedule.  With this, you can make sure your team’s most critical metrics and goals stay top of mind.

CauseDriven Marketing can help you customize your reports to help take your content and donor marketing to the next level!

Learn More

  • Calls-to-Action help your organization convert more of your visitors into qualified leads
  • With Custom Reporting, you can create up to 200 custom dashboards for your team based on any metric in HubSpot
  • Reports can be delivered to your team via email either upon request or based on a recurring schedule