Creating automated HubSpot advertising reports that show contact-level engagement metrics

using Coefficient google-sheets Add-in (500k+ users)

Build automated HubSpot advertising reports with contact-level engagement metrics that standard HubSpot reporting cannot provide natively.

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HubSpot’s standard advertising reports focus on aggregate metrics like total clicks and conversions, but they lack the granularity to show how individual contacts engage with your advertising campaigns. This prevents you from understanding which contacts are most engaged or their interaction patterns.

Here’s how to create automated contact-level engagement reporting that HubSpot cannot provide natively.

Enable contact-level engagement reporting using Coefficient

Coefficient enables automated contact-level engagement reporting by importing detailed HubSpot contact engagement data including ad clicks, page views, form submissions, and email interactions with timestamps. You can then create engagement scoring formulas and set up automated report generation on your preferred schedule.

How to make it work

Step 1. Import detailed contact interaction data.

Pull HubSpot contact engagement data including ad clicks, page views, form submissions, and email interactions with timestamps. This creates the foundation for contact-level engagement analysis.

Step 2. Connect interactions to advertising campaigns.

Map contact interactions to specific advertising campaigns through UTM parameters or campaign identifiers. Use formulas like =VLOOKUP(C2,CampaignData!A:B,2,FALSE) to associate each contact interaction with its originating campaign.

Step 3. Create automated engagement scoring.

Build formulas that score contact engagement based on interaction frequency, depth, and recency. For example: =SUMPRODUCT((InteractionType=”form_submit”)*5,(InteractionType=”ad_click”)*1,(InteractionType=”email_open”)*2) to create weighted engagement scores.

Step 4. Configure scheduled report generation.

Set up automatic report updates on your preferred schedule (daily, weekly, monthly). Your engagement analysis updates automatically as new interactions occur, eliminating manual contact analysis.

Step 5. Build automated engagement insights.

Create engagement threshold alerts for automated notifications when contacts reach high engagement levels. Set up segmentation automation that categorizes contacts into engagement tiers for targeted follow-up.

Transform engagement analysis from manual to automated

This automated approach transforms contact-level engagement from a manual, time-intensive analysis into a continuous, actionable intelligence system. You get immediate insights into contact engagement status and can enable proactive engagement strategies based on automated detection. Start building your automated engagement reports today.

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