HubSpot SMS Reporting
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
Step 1
Confirm Account Setup
1. HubSpot Account
2. Sakari SMS Account
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: https://sakari.io/signup/
Step 2
Creating New Custom Properties
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:
- Total SMS Sent Qty – this is a number field that will measure the total number of text messages sent to a HubSpot contact
- Last SMS Sent Date – this is a date field that will indicate the last date a text message has been sent to a contact.



Step 3
Define the HubSpot Custom Properties
Custom Property #1 - Total SMS Sent Qty Custom Property
- Label – Total SMS Sent Qty
- Internal Name – [populated automatically]
- Description – [optional]
- Field Type – Number (select from the pulldown list)

Custom Property #2 - Last SMS Sent Date Custom Property
- Label – Last SMS Sent Date
- Internal Name – [populated automatically]
- Description – [optional]
- Field Type – Date picker (select from the pulldown list)

Step 4
Creating the Workflow





Step 5
Updating Last SMS Sent Date Property



Step 6
Updating Total SMS Sent Qty Property




Name Workflow and Turn it On

Step 7
HubSpot Custom Reports
The steps outlined in Step 7 will be repeated when creating all three of the custom HubSpot reports.




Step 8
Creating Last SMS Sent Qty Report

Creating the Report

- Filters – use a time range of your choice
- Chart Type – line
- Frequency – weekly
- Configuration – Configure the chart to display Last SMS Sent Date measured by the Count of Contacts

Step 9
Creating the SMS Sent by Contact Owner Pie Chart

Creating the Report

- Filters – use a time range of your choice
- Chart Type – pie
- Configuration – Configure the chart to display the Contact Owner measured by Total SMS Sent Qty [Total]

Step 10
Creating the SMS Sent by Contact Owner Pie Chart

Creating the Report

- Filters – use a time range of your choice
- Chart Type – table
- Configuration – Configure the table as a summarized data table, displaying the Contact Owner measured by Total SMS Sent Qty [Total]

Closing
If you have any questions about getting started with HubSpot text messaging, or creating these custom SMS reports, please contact us.