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Franchise/location-based campaign attribution via custom object

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Enterprise

Seat pricing: Enterprise edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Enterprise.

Custom5 stepsUpdated for HubSpot seat pricing
OutcomeA franchise or multi-location brand can see which physical location's campaign actually drove a given contact, instead of every lead looking like it came from one shared brand campaign.
Workflow mapmarketing-ops-038
latest_location_touch changes leads to Custom code: match Location record, confirm association. Custom code: match Location record, confirm association leads to result_code ok?. result_code ok? leads to Yes: Set attributed_location; No: Notify marketing ops of attribution failure. Set attributed_location leads to Set location_campaign_source. Yes No latest_location_touch changes Custom code: match Location record, confirm association result_code ok? Set attributed_location Notify marketing ops of attribution failure Set location_campaign_source
latest_location_touch changes leads to Custom code: match Location record, confirm association. Custom code: match Location record, confirm association leads to result_code ok?. result_code ok? leads to Yes: Set attributed_location; No: Notify marketing ops of attribution failure. Set attributed_location leads to Set location_campaign_source. Yes No latest_location_touch changes Custom code: match Location record, confirm association result_code ok? Set attributed_location Set location_campaign_source Notify marketing ops of attribution failure

When to use it, when not to

Use it

  • Use on a portal that already models locations as a custom object, a common franchise or multi-location pattern, where each location runs its own local campaigns (local paid social, local landing pages, in-store QR codes).
  • Use when corporate marketing needs to report ROI by location, not only by campaign name.
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Skip it

  • Do not use if all campaigns are run centrally with no location-specific variant. Marketing Hub Enterprise's native Campaigns tool and marketing-ops-027's deal rollup already answer overall campaign ROI without a custom object.
  • Do not build the Location custom object from scratch as part of this fiche if your portal doesn't already model locations that way. That is a larger data-model project, out of scope here.
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The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 5 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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