Target Your Wingify Campaigns Using HubSpot Visitor Lists

This article covers the following:

• Overview
• Create an Automated Workflow in HubSpot
• Create a Manual Workflow in HubSpot
  • Create a Custom Event in HubSpot
  • Create a Workflow in HubSpot
• Import HubSpot Lists Into Wingify
  • Target Your Wingify Campaign Using HubSpot Lists

Overview

The Wingify-HubSpot integration allows you to import your HubSpot visitor lists into Wingify to precisely target audiences in your campaigns. This helps ensure your tests focus on relevant visitor segments, leading to more meaningful insights.

After you create an Import Lists from HubSpot connection in Wingify, you can import HubSpot visitor lists for precise targeting in your Wingify campaigns. Refer to Integrate Wingify With HubSpot to set up the connection.

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

1. Create an event in HubSpot that Wingify 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 Wingify.
3. Set up a workflow in HubSpot to assign the generated 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.
• Create a manual HubSpot workflow.

UUID Names

Use the appropriate UUID name based on when your Wingify account was created

Note: Throughout this article, UUID refers to the appropriate UUID name for your account. Refer to the table above whenever you need to enter or select a UUID name.

Create an Automated Workflow in HubSpot

To streamline the integration process, Wingify 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.

To enable automated workflow creation:

1. When creating the Import Lists from HubSpot connection, toggle on Enable automated data sync.
2. Click Authenticate Wingify on HubSpot to grant the necessary permissions.
3. Enter a name in the Connection Name field and click Create Connection.

Once completed, Wingify 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, proceed to Importing HubSpot Lists into Wingify.

Create a Manual Workflow in HubSpot

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

Create a Custom Event in HubSpot

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

1. Go to your HubSpot dashboard.
2. Navigate to Data Management > Event Management. On the Manage tab, click Create an event, and select Create custom event from the dropdown.
3. On the Select setup type screen, under Send from your apps via API or webhook, select Send via API.
4. On the Event details tab of the Custom event setup wizard, fill in the following:
   • Event name: Enter the appropriate UUID based on when your account was created. Refer to the UUID Names table in this article.
   • Description: Briefly describe the purpose of the event
5. Under Define event properties, add a new property. Click Next.
6. On the Link to object tab, the primary object defaults to Contacts. Retain Use default match (HubSpot's object ID, utk, or email), and click Next. (utk refers to HubSpot's user token).
7. On the Enrich event (optional) tab, you can optionally choose to capture the UUID property value when the event occurs, or skip this step. Click Next.
8. On the Customize timeline tab, retain the default settings and click Next. 
9. On the Tracking ID tab, click Copy to copy the tracking ID, then click Create event to complete the setup.

Paste the copied Tracking ID into the Event Internal Name field when creating the Import Lists from HubSpot connection in Wingify. Refer to Integrate Wingify With HubSpot for steps. 

Any contact that triggers this event will now receive a unique UUID.

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 the box under the Group 1 filter to define your criteria.
6. On the Add criteria panel that appears, select the custom event you created under Custom events and click Done under Group 1.
7. 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 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 > Edit record.
3. Configure the Record type as Contact (Current object).
4. Click the Property to edit dropdown, then click Create a new contact property at the bottom of the list.
5. In the Create property panel, on the Details tab, configure the values as follows:
   • Property label: UUID name
   • Internal name: Auto-fills from the label
   • Object type: Contact
   • Group: Contact information

6. Click the Field type tab and select Single-line text.

Retain the default selection under Rules and Manage access, and click Create. Now, the property is created. Next, set the property's value.

7. Back in the Edit record panel, the Property to edit field is now set to the property you just created (for example, wingify_uuid).
8. Under Change type, select Replace.
9. Click the Choose a value field. In the All data tokens panel that appears:
   • Filter by data source(s) > Trigger & event data: Select the custom event you created.
   • Select & Search: Search for and select the wingify_uuid property.
10. Click Save.
11. Click Review and publish.
12. In the Review Workflow panel that appears, review the configurations, and click Turn on workflow to publish it.

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

Import HubSpot Lists Into Wingify

To import your HubSpot visitor lists into Wingify:

1. Go to Configurations > Integrations > HubSpot.
2. Under Active Connections, find the Import Lists from HubSpot connection and click Manage Lists.
3. In the Lists added to target visitors in Wingify panel, click Add list.

The panel displays your Attributes list quota usage and a list of imported lists showing List Name, Last Synced On, and Sync Status. To sync all lists, click Sync all. To sync an individual list, click the three-dot menu (⋮) > Sync next to the respective list

After you click Add list, Wingify 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.

Target Your Wingify Campaign Using HubSpot Lists

You can leverage your HubSpot visitor lists to precisely target audiences in your Wingify 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 Wingify campaign:

1. Go to Web Experimentation in the dashboard, select your Wingify campaign and then the Configuration tab.
2. On the Configuration page, go to Targeting. Under Segments, select 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. In the popup that appears, enter a name in the Segment Name field. Optionally add a description, and click Save
6. Click Apply to apply the segment to the campaign.

Need more help?

For further assistance or more information, contact Wingify Support.