6Sense Display Ads + Hubspot Reporting

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Carly Watson
Carly Watson Posts: 11 ✭✭✭✭
edited April 2024 in All Discussions

We are currently running 6Sense display ads and attempting to build out reporting within our Hubspot instance by using segment names to identify which ad an account has engaged with.

To do so we have to take these three steps with our current set up.

  1. Build the Engaged segment for that particular ad campaign within Hubspot
  2. Remember to publish the segment (we have orchestrations running to sync all published segments to accounts in hubspot)
  3. Update the workflow that identifies the segment name denoting that the account had an ad engagement to push the new value to our 6Sense Display Engagement property, which simultaneously sets the date of said engagement.

Our issue is that sometimes our RevOps team is busy on the day of a campaign launch and can't build out the corresponding logic in time so our date properties incorrectly reflect when an ad campaign engagement actually occurred.

Does any one have a suggestion on how to improve this process or an alternative process entirely we should adopt? Asking for a friend. 😎

@Connor Jones

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  • Brandon McBride
    Brandon McBride Posts: 293 ✭✭✭✭✭✭
    edited April 2024

    @Carly Watson I'm not 100% sure I can help, but I am interested in learning a bit more about what you have set up here to see if a) I can help, b) I can steal borrow it, or c) a and b.

    You're essentially creating a "Campaign XYZ Engaged" segment, orchestrating its push it into Hubspot on a daily basis, and having Hubspot record the date when a new account shows up in the segment. Do I understand that correctly?

    If so, I'm interested in how you're doing that with multiple ad campaigns - are there new fields for each campaign?

    EDIT: Also, are you using Salesforce?

  • Carly Watson
    Carly Watson Posts: 11 ✭✭✭✭
    • @Brandon McBride Feel free to steal borrow away! Although it sounds like maybe you are using Salesforce. We only use Hubspot.

      Here's what I am currently doing.
    1. Create 2 segments for every ad campaign: Engaged with [ad campaign], and Reached [ad campaign X]
    2. Publish both segments to companies (I have an orchestration to sync all published segments to Hubspot daily)
    3. Add segment names to my Display engagement workflow to sync ad segment names to a Display Ad Name specific property
    4. Update logic for Engaged v Reached values
    • The workflow I have for Display Ad Engagement works like this:
    • Enrollment criteria is any 6sense ad campaign engagement (I manually update each time we launch a new campaign)
    • Step 1: Set the date of campaign engagement
      Step 2: Check for ad campaign segment name (here I only look for the overarching campaign and not if reached vs. engaged)> then set 6sense Ad Name (a single line text property)
    • Step 3: Check if engaged or just reached and stamp my 6Sense Display Action to either engaged or reached.
    Screenshot 2024-04-15 at 9.41.34 AM.png Screenshot 2024-04-15 at 9.42.02 AM.png Screenshot 2024-04-15 at 9.42.10 AM.png

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