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How do I set up my HubSpot to track the status of my campaign sends and status?

Learn how to easily track your Imprint Engine campaign sends and status within HubSpot. This step-by-step guide shows you how to add the required custom properties for seamless monitoring and reporting.

To track the status of the sends you created. You will need to add two properties to your HubSpot company account. These would be:

  • Imprint Engine Campaign ID

  • Imprint Engine Send Status

You may follow this step-by-step guide to do so:

  1. In your HubSpot Settings, on the left-side menu under "Data Management", select "Properties".

  2. Then click on the "Create Property" button.

  3. In the BASIC INFO step, fill out the following information:

    1. For the Object type, choose "Contact"

    2. For the Group, choose "Contact Information".

    3. For the Label, you need to type in EXACTLY the words Imprint Engine Campaign ID.

  4. For the FIELD TYPE, choose "Single-line text".

  5. Then, repeat steps 1-3 in creating another property, but now the Label would need to be EXACTLY: Imprint Engine Send Status.

Once added, these fields will automatically populate once a send has been created for that contact made through the IEX Portal.

Tip: This is useful when you need to create reports.

The table below shows the different statuses and what each one represents:

If you have any further questions, please feel free to contact us at support@imprintengine.com