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HubSpot Custom Group and Properties

1-Customer view

Overview:

 The HubSpot custom group Customer Group holds the general contact information like their user role, customer ID on the store, etc. The group has three custom properties for HubSpot contacts and they are as:

Properties:

Accepts Marketing- (field type is drop-down select) The property shows the status of whether a contact accepts marketing on your store or not. Also, there is a filter for the property value so it can be easily modified according to your needs.

Customer Group/User Role- (field type is multi-line text) The property holds the information regarding the user role of the contact on the Magento store. It can be either customer, subscriber, etc.

Shopping Cart ID- ( field type is number) The property contains the customer’s ID which is a unique ID alloted in the Magento store.

2-Shopping Cart Information

Overview:

 

The HubSpot custom group Shopping Card Fields contains information regarding the shopping and billing address of the contact on the Magento Store. It contains twelve custom HubSpot properties for contact and they are as:

Properties:

 

Shipping Address line 1- (field type is single-line text) Represents shipping address line 1

Shipping Address line 2- (field type is single-line text) Represents shipping address line 2

 Shipping city- (field type is single-line text) Represents the shipping city of the contact on Magento store

Shipping state- (field type is single-line text) Represents the shipping state of the contact

Shipping postal code- (field type is single-line text) Represents the shipping post/zip code given by the contact

Shipping country- (field type is single-line text) Represents the shipping country of the contact

Billing Address Line 1- (field type is single-line text) Billing Address line 1 of the contact on Magento Store

Billing Address Line 2- (field type is single-line text) Billing address line 2 of the contact

Billing city- (field type is single-line text) Billing city used by the contact on store

Billing state- (field type is single-line text) Billing State given by the contact

 Billing postal code- (field type is single-line text) Billing post/zip code

Billing country- (field type is single-line text) Billing country of the contact

3-Order

Overview:

 

The HubSpot custom group Order Information contains the whole information regarding the last order placed by the customer on the Magento Store. It contains seven custom HubSpot properties and they are as:

Properties:

 

Last Order Status- (drop-down select) Shows the status of the last order made by the customer on the Magento store.

Last Order Fulfillment Status- (drop-down select) Last order fulfillment status on Magento store.

Last Order Tracking Number (number field) Last order tracking number. It can be modified according to need.

Last Order Shipment Date- (date-picker) Last order shipment date. It can be modified as per need.

Last Order Number- (number field) Last order number of the customer on the Magento store.

Total Number of Current Orders- (number-field) Total count of current orders of the customer on the store. We have assumed those orders as Current orders which are in either processing or on-hold or pending status. It means they are likely to be completed.

4-Last Products Bought

Overview:

 

The HubSpot custom group Products Bought contains the full purchase history of contact in terms of store products. It contains the whole information regarding what the customer has purchased from you, how many products they have purchased etc. The group has twenty custom HubSpot properties and they are as:

Properties:

 

Last Product Bought- (multi-line text) name of the last product of the last order.

Last Product Types Bought- (multi-line text) Last product types purchased by the customer

Last Products Bought- (multi-line text) Shows the names of the product last purchased by the customer

Last Products Bought HTML- (multi-line text) Holds the full HTML of the last purchased products.

Last Total Number Of Products Bought- (number field) Shows the count of the total number of purchased products in the last order.

Product Types Bought- (multi-line text) Full history of product types bought by the customer till current date. Holds all the types of products separated by the semicolon.

Products Bought- (multi-line text) Full history of products bought by the customer till the current date. Holds all the names of the product separated by the semicolon.

Total Number of Products Bought- (number field) Shows the count of the total number of products bought by the customer.

Last Products Bought Product 1 Image URL- (single-line text) shows the product image URL of the last purchased product.

Last Products Bought Product 1 Name- (single-line text) Shows the Name of the second last purchased product.

Last Products Bought Product 1 Price- (number field with currency symbol) Shows the price of the last purchased product.

Last Products Bought Product 1 Url- (single-line text) Shows the URL of the last purchased product.

Last Products Bought Product 2 Image URL- (single-line text) shows the product image URL of the second last purchased product.

Last Products Bought Product 2 Name- (single-line text) Shows the Name of the second last purchased product.

Last Products Bought Product 2 Price- (number field with currency symbol) Shows the price of the second last purchased product.

Last Products Bought Product 2 Url- (single-line text) Shows the URL of the second last purchased product.

Last Products Bought Product 3 Image URL- (single-line text) shows the product image URL of the third last purchased product.

Last Products Bought Product 3 Name- (single-line text) Shows the Name of the third last purchased product.

Last Products Bought Product 3 Price- (number field with currency symbol) Shows the price of the third last purchased product.

Last Products Bought Product 3 URL- (single-line text) Shows the URL of the third last purchased product.

5-Catagories Bought

Overview:

 

The HubSpot custom group Categories Bought shows the full purchase history in terms of the categories of the purchased products. The group contains two custom HubSpot properties and they are as:

Properties:

 

Last Categories Bought- (multi-line text) categories for the last order of the customer on Magento store

Categories Bought- (multi-line text) categories for all the orders of the customer till the current date.

6-RFM Information

Overview:

 

The HubSpot custom group RFM Information provides the true power of RFM segmentation through its properties Order Recency Rating, Order Frequency Rating, and Monetary Rating. Through this group and its properties, you can easily segment your customers which will help you to target your best as well as lost customers, The group contains twelve custom HubSpot properties and they are as:

Properties:

 

Total Value of Orders- (number field) Shows the total value of orders of the customer

Average Order Value- (number field with currency symbol) average order value of the customer

Total Number of Orders- (number field) total number of orders of the customer

First Order Value- (number field with currency symbol) first-order value of the customer

First Order Date- (date-picker) first-order date of the customer

Last Order Value- (number field with currency symbol) last order value of the customer on the store

Last Order Date- (date-picker) last order date of the customer on your store

Average Days Between Orders- (number field) Average days between orders of the customer

Account Creation Date- (date-picker) Date when the customer registered on the store

Monetary Rating- (drop-down select) Rating to the customer in between 1-5 in terms of money spent on the store

Order Frequency Rating- (drop-down select) Rating to the customer in between 1-5 in terms of number of orders placed

Order Recency Rating- (drop-down select) Rating to the customer in between 1-5 in terms of how recently the order being placed.

7-SKUs Bought

Overview:

 

The HubSpot custom group (Store Keeping Unit) SKUs Bought contains a full purchase history of the customer in terms of Product SKUs bought. It basically contains the information for all order SKUs and last order SKUs of the customer. The group contains two custom HubSpot properties and they are as:

Properties:

 

Last SKUs Bought- (multi-line text) SKUs of the last order products

SKUs Bought- (multi-line text) SKUs of all the orders placed by the customer till the current date.

8-ROI Tracking

Overview:

 

The HubSpot custom group (Return On Investment)ROI Tracking manages the whole data regarding the customer conversion and the revenue gained per campaign triggered by HubSpot. It tracks and updates the customer property for every campaign data as well as the date and amount gained by their conversion.

Properties:

 

Current ROI Campaign- (drop-down select) sets the current ROI campaign for the customer through which he is currently passing.

Abandoned Cart Recovery Workflow Conversion- (dropdown select) sets the value in yes/no for the abandoned cart conversion

Abandoned Cart Recovery Workflow Conversion Amount- (number field with currency symbol) sets the total amount gained per customer through the abandoned cart conversion

Abandoned Cart Recovery Workflow Conversion Date- (date-picker) sets the date when the customers abandoned cart has been converted

Abandoned Cart Recovery Workflow Start Date- (date-picker) sets the date when the Abandoned Cart Recovery Campaign was started for the customer.

Customer Reengagement Workflow Conversion- (drop-down select) sets the value for the customer reengagement campaign if the customer gets converted through this campaign.

Customer Reengagement Workflow Conversion Amount- (number field with currency symbol) total amount gained by the customer conversion through this campaign

Customer Reengagement Workflow Conversion Date- (date-picker) the date when the customer gets converted through this campaign

Customer Reengagement Workflow Start Date- (date-picker) date when the customer reengagement campaign was started for the customer

Customer Rewards Workflow Conversion- (drop-down select) status whether the customer has been converted through a customer rewards campaign or not.

Customer Rewards Workflow Conversion Amount- (number field with currency symbol) amount gained per customer from the conversion

Customer Rewards Workflow Conversion Date- (date-picker) date when the customer was successfully converted through the customer rewards campaign

Customer Rewards Workflow Start Date- (date-picker) date when the campaign was started for the customer

MQL Capture, Nurture & Conversion Conversion- (drop-down select) status whether the customer has been converted through MQL nurturing campaign or not.

MQL Capture, Nurture & Conversion Conversion Amount- (number field with currency symbol) amount gained per customer from the conversion

MQL Capture, Nurture & Conversion Conversion Date- (date-picker) date when the customer gets converted through the campaign.

MQL Capture, Nurture & Conversion Start date- (date-picker) date when the campaign was started for the customer

New Customer Workflow Conversion– (drop-down select) status whether the customer has been converted through this campaign or not.

New Customer Workflow Conversion Amount- (number field with currency symbol) amount gained per customer from the conversion

New Customer Workflow Conversion Date- (date-picker) date when the customer was successfully converted through this campaign

New Customer Workflow Start Date- (date-picker) date when the campaign was started for the customer

Second Purchase Workflow Conversion- (drop-down select) status whether the customer has been converted through a second purchase campaign or not.

Second Purchase Workflow Conversion Amount- (number field with currency symbol) amount gained per customer from the conversion

Second Purchase Workflow Conversion Date- (date-picker) date when the customer was successfully converted through this campaign

Second Purchase Workflow Start Date- (date-picker) date when the campaign was started for the customer

Third Purchase Workflow Conversion- (drop-down select) status whether the customer has been converted through third purchase campaign or not.

Third Purchase Workflow Conversion Amount- (number field with currency symbol) amount gained per customer from the conversion

Third Purchase Workflow Conversion Date- (date-picker) date when the customer was successfully converted through this campaign

Third Purchase Workflow Start Date- (date-picker) date when the campaign was started for the customer

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