The HubSpot Text Messaging Simple Getting Started Guide
In this HubSpot step-by-step guide, we’ll walk through how to add SMS messaging directly into your HubSpot account.
Learn how to create custom HubSpot reports for your SMS campaigns. Gain insights, make informed decisions, and optimize your SMS marketing efforts.
With the creation of custom reports for HubSpot SMS reporting metrics, you can analyze records and activities in your HubSpot account across almost any dimension. The focus on this post will be the creation of three custom reports to track outbound text messaging performance directly in your HubSpot account.
In this article, we provide a step-by-step guide to creating HubSpot custom reports for your Sakari SMS text messaging campaigns. The reports will use the HubSpot text messaging integration from Sakari.
How to Create HubSpot Text Messaging Custom Dashboard Reports
Sakari is the HubSpot text messaging service we’re using to send text messages in HubSpit. If you don’t have an account, sign up for a free trial of Sakari here.
We need to create two new custom HubSpot properties to measure our text messaging history. You can call these whatever you like, but we’ve named them:
The steps outlined in Step 7 will be repeated when creating all three of the custom HubSpot reports.
Adam is the Co-Founder of Sakari. Sakari is a business SMS service for sending text message alerts, reminders, events and notifications to customers and employees, wherever they are. Manage your entire business messaging in one location, with unlimited users, branch accounts and integration with over 1,300 applications.
In this HubSpot step-by-step guide, we’ll walk through how to add SMS messaging directly into your HubSpot account.
Learn how to integrate text messaging into your HubSpot deal workflows. Enhance communication, and engagement, and drive sales with SMS strategies!
Maximize your CRM potential with Sakari and HubSpot. Learn how to send personalized SMS based on contact owner data with targeted communication.
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