AI Marketing Reporting

AI marketing reporting is a powerful tool that can help you create custom single object reports in HubSpot. By leveraging artificial intelligence (AI), you can generate report templates, apply filters, and visualize data based on your specific needs. In this guide, we’ll walk you through the process of using AI to create reports in HubSpot, and we’ll provide some tips to help you make the most of this feature.

Turn on AI settings for reports

To begin using AI for your reports in HubSpot, you first need to enable the AI settings. Here’s how you can do it:

1. Click the settings icon in the top navigation bar of your HubSpot account.
2. In the left sidebar menu, navigate to the AI section under Account management.
3. In the Access tab of your AI settings, toggle the switch to give users access to generative AI tools and features.
4. For personalized content, toggle the switch for CRM data and Customer conversation data.
5. Make sure to familiarize yourself with HubSpot’s Beta Terms and OpenAI’s Usage Policies, Content Policy, and Sharing & Publication Policy.

Enabling AI settings will allow you to leverage AI-generated reports effectively.

Create reports using AI

Once you have enabled AI settings, you can start creating reports using AI in HubSpot. Here’s a step-by-step guide to help you get started:

1. Go to Reporting & Data > Reports in your HubSpot account.
2. Click on the Create report button in the top right corner.
3. Select AI Assistant from the options provided.
4. Enter a phrase or question that summarizes the goal of your report. It’s recommended to include the desired object and time filters for best results. For example, “What salesperson won the most deals last quarter?”
5. Remember to be specific in your prompt to get accurate and relevant results. You can iterate and refine your prompts based on the outputs you receive.
6. Click on the Generate button, and a report template will be generated based on your goal.
7. If you want to modify the report’s goal and generate a new template, click on the edit icon in the “You asked” section. Update the text in the prompt and click Generate report.
8. To refine the data displayed in your report, edit the data in the Report details section.
9. If you want to make additional changes to the report’s properties, filters, and visualization, click on Customize. You’ll be taken to the single object report editor, where you can modify the report to your liking.
10. Once you’re satisfied with the report, click on Save.
11. Enter a name and optional description for your report in the right panel. You can also choose to add the report to a dashboard.
12. Click on Next, select the access settings for the report, and then click Save.
13. After saving, you’ll remain in the report editor. To view the report, click on Go to reports in the pop-up box.

Creating reports using AI on the mobile app

If you prefer using the HubSpot mobile app, you can also create reports using AI. Here’s how:

1. Install the HubSpot mobile app on your device.
2. Tap on the Menu icon and then tap on Dashboards.
3. In the top right corner, tap on the lighting icon.
4. Type your question in the text box. For example, “Who’s closing the most tickets?” Then click on Generate.
5. Alternatively, you can use a template by clicking on the template icon and selecting a question template.
6. Once your report has been generated, you can choose to generate it again or save it.
7. Select the dashboard where you want to save the report and click Save.

Using the HubSpot mobile app allows you to create reports on the go, providing you with flexibility and convenience.

AI marketing reporting has the potential to revolutionize how you create and analyze marketing reports. By leveraging AI technology, you can generate customized report templates, apply filters, and visualize data to gain valuable insights. Whether you’re using HubSpot on your desktop or the mobile app, the AI assistant can help you streamline your reporting process and make data-driven decisions.

So why wait? Enable AI settings for your reports in HubSpot today and take advantage of the power of AI marketing reporting.