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Documentation Index

Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt

Use this file to discover all available pages before exploring further.

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Report Dashboard in HubSpot

All about tracking your Xoxoday Reward Campaigns in Hubspot There are a few ways that you can currently track and measure the impact of Xoxoday Rewards campaign efforts and their influence on your deals. ​At a personal level, for each contact, you can see the outcome of your Xoxoday campaigns in the activity timeline. #For example, below you can see that this person has been sent a gift ‘Coffee On Us’ campaign and they have claimed it. These are populated as custom events and will update when a status changes: You can also use lists to group contacts who have responded to a Xoxoday campaign in the same way (example: Sent, Claimed, etc) by using the details within the event to the group i.e. by campaign name, status, etc. For more holistic rewarding activity reporting specifically relating to deal influence, there are a few options that you could call upon, using workflows.

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Here’s How to Set Up RoI Reporting

​Step 1: Creating custom contact properties for Xoxoday reward activity touch points
  • Add Xoxoday campaign/touches to a contact custom field —
This will allow you to see the last Xoxoday campaign associated to a contact, related to deals (open and closed).

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    Requirements

**2 custom fields/properties on a contact:
  • 1 single line text field, name this Xoxoday Reward Campaign Status**
  • 1 boolean field, name this Xoxoday Touch
Step 2: Create a workflow to update these fields Our recommended workflow would be to update the 2 custom fields set out above when a Xoxoday reward is redeemed. The Xoxoday campaign Status field should be populated with the campaign Status as it exists within Xoxoday. The Xoxoday Touch field will be populated with ‘True’. **These workflows should be set up per campaign, and it would look something like this: Once your workflow is switched on, anyone who redeems your particular campaign will have those fields populated as a result. 📘 You can also add additional contact properties and workflows to add more granularity to your Xoxoday reward campaign reporting if you like.** Now you can build a ‘contacts and deals’ report to see the influence of Xoxoday campaigns on open and closed deals. For open opportunities: Select Create Custom Report> cross-object and select contacts and deals. ​ Configure Bar Chart Let us know if you’re reporting in other ways by sending us email at plum.product@giift.com. We will update our documentation once HubSpot release attribution for custom events 🤞

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