Target Your VWO Campaign Using HubSpot Visitor Lists

Overview

Once you enable the HubSpot integration in VWO, you can configure data streaming between your VWO and HubSpot accounts. Under the Config tab in your VWO dashboard (Configurations-> Integrations-> HubSpot), the Enable use of HubSpot list for visitor targeting option lets you import HubSpot visitor data for precise targeting in your VWO campaigns.

However, due to HubSpot’s restrictions on accessing unique visitor IDs, VWO offers a simple workaround:

1. Create an event in HubSpot that VWO can use to generate a unique UUID each time the event is triggered.
2. Copy the event’s tracking ID and paste it into the Event Internal Name field on the HubSpot integration page in VWO.
3. Set up a workflow in HubSpot to assign the generated VWO UUID to the corresponding visitor who triggered the event.

To import visitor data from HubSpot, you can choose from two methods:

• Create an automated workflow in HubSpot for imports.
• Manually create a HubSpot workflow.

Create an Automated Workflow in HubSpot

To streamline the integration process, VWO offers an automation feature that eliminates the need to manually configure Custom Events and Workflows in HubSpot. This not only saves time but also reduces the risk of setup errors.

Follow the steps below to enable automated workflow creation:

1. Enable automated data sync: Toggle on the Enable automated data sync option in the HubSpot integration settings.
   
2. Authenticate VWO with HubSpot: Click Authenticate VWO on HubSpot to grant the necessary permissions.
3. Enable visitor targeting: After authentication, select the Use HubSpot list for visitor targeting option and click Save.
   
   Once completed, VWO automatically:

• Creates the required Custom Event and Workflow in your HubSpot account.
• Populates the Event Internal Name field with the associated tracking ID.

After this setup, you can proceed directly to Importing HubSpot Lists into VWO.

Manually Create HubSpot Workflow

You can manually create the required custom event and workflow in HubSpot. This manual process enables VWO to assign a unique UUID to each visitor who triggers the event, which can later be used for targeting and tracking in your VWO campaigns.

Step 1: Create a custom event in HubSpot

To create a custom event that allows VWO to assign a UUID to a visitor:

1. Go to your HubSpot dashboard.
2. Navigate to Data Management → Custom Events → Create an event. In the modal that appears, select Send via API.
   
   
3. On the event creation page, fill in the DETAILS section:
   1. Event name: VWO UUID
   2. Description: Briefly describe the purpose of the event
   3. Associated Object: Select Contacts.
      
4. In the PROPERTIES section, select the Custom string property, enter the property name as VWO UUID, and click Done.

5. Click Done.
6. In the TRACKING ID section, click Copy to copy the tracking ID and click Done.
   

7. Now, go to the HubSpot integration page in VWO:
   1. Under the Config tab, click Connect with HubSpot
   2. Enable Use HubSpot list for visitor targeting
   3. Paste the copied Tracking ID into the Event Internal Name field

At this point, any contact that triggers this event will receive a unique UUID from VWO.

Step 2: Create a Workflow in HubSpot

Now, create a workflow that attaches the generated UUID to the corresponding contact.

Part A: Set Up the Trigger

1. Navigate to Automations → Workflows → Create workflow → From scratch.
2. Choose a contact-based blank workflow, then click Next.
3. On the workflow canvas, click Set up triggers.
4. In the left panel, select When an event occurs under Enrollment.
5. Click on the box under the Group 1 filter to define your criteria.
6. On the Add criteria panel that appears, select VWO UUID under Custom events and click Done under Group 1.
7. Now, define the filter criteria for contacts by clicking on the Add criteria button under the And contacts meet the following filter criteria section.
8. On the Add criteria panel, go to Form Submissions > Select a form > Any form submission and click Done on the filter criteria section on the left pane.
   
   
9. Click Save. Now, the left pane disappears, and the trigger has been added to the workflow.
10. Click on the trigger again, go to Re-enrollment, and enable Allow contacts to re-enroll after completing the workflow.
11. Click Save.

Part B: Configure the Event Property

1. On the workflow chart, click the + icon to add an action.
2. From the left panel, select CRM → Set property value
3. Configure the Target object as Contact (Current object).
4. Under Property set to, select Create a new contact property
5. In the Create a new contact property panel, configure the values as follows and click Next:
   1. Group → Contact information
   2. Label → Provide a name for the property. E.g., VWO_UUID.
6. Under the Field type dropdown, select Single-line text, and click Next.
7. Retain the default selection under Property visibility, and click Create. Now, the property is created.
8. Now, you have to set the property's value. On the left pane, the Property to set field is configured to the property name.
9. Click the text field labelled with your property name (e.g., VWO_UUID).
10. In the Insert data panel that appears, configure as follows and click Save: 
    1. View properties or action outputs from → VWO UUID 
    2. Text Properties → vwo_uuid
11. Click Review and publish.
12. On the Review Workflow panel that appears, review the configurations and click on the Turn on workflow button to publish the workflow.

With the workflow now active in HubSpot, VWO will automatically associate a unique UUID with each contact who submits the form. This visitor data can then be imported into VWO, allowing you to accurately track and target these contacts in your VWO campaigns.

Import HubSpot Lists in VWO

To import your HubSpot visitor lists into VWO:

1. Navigate to the Config tab on the HubSpot integration page in VWO (Configurations > Integrations > HubSpot)
2. Under Enable use of HubSpot list for visitor targeting, click Add lists from HubSpot.
3. In the popup window, enter the name of the list you want to import.
4. Select the desired list and click Add.

After you click Add, VWO starts to sync your HubSpot list. The initial sync may take up to 24 hours. List syncing continues automatically every 24 hours from the last sync. To sync all the lists, click Sync all.

Target Your VWO Campaign using HubSpot Lists

You can leverage your HubSpot visitor lists to precisely target audiences in your VWO A/B test campaigns. For example, if you want to test a new webpage layout on users who have previously engaged with your email campaigns, targeting this specific list allows you to measure how engaged users respond to the changes.

To set up HubSpot-based targeting in your VWO campaign:

1. Go to your VWO campaign’s Configuration tab.
2. Navigate to Audience and Traffic → Custom Segment.
3. In the first dropdown, select HubSpot List.
4. In the final dropdown, choose the specific HubSpot list you want to target.
5. Click Save Segment to apply the targeting criteria.
6. Save the campaign to apply the targeting criteria.

This approach ensures your test focuses on relevant visitor segments, leading to more meaningful insights.

Need more help?

For further assistance or more information, contact VWO Support.