Our HubSpot page tracking feature lets you see — on HubSpot contact timelines — whenever contacts visit your content and how they behave.
Tracking individual contacts' interaction in HubSpot allows you to personalize follow-ups, trigger workflows, measure engagement, employ lead scoring, and better understand the value of your content. In this article, we’ll show you how to set up tracking for Foleon Docs in HubSpot.
💡 This feature is not included in every plan. If you're interested in using this functionality, please reach out to our Customer Success Management team.
In this article
What to do in HubSpot
First, you'll need to get your Hub ID.
Go to HubSpot, click on your profile picture in the top-right corner, and copy your Hub ID.
What to do in Foleon
First, you will need to paste this Hub ID in your Foleon project settings. Go to Foleon, open the project settings, scroll down to HubSpot tracking, and paste in your Hub ID.
Secondly, you will need to select your data region. HubSpot accounts are hosted either in the European Union (EU1) or in the United States (Global) — and customer data is processed and stored in that location.
You’re able to choose the region for that project in the data hosting location field. Global is selected by default, meaning customer data will be processed and stored in the United States (Global).
Lastly, toggle on 'Use HubSpot page tracking' and then save your changes.
⚠️ If you enter the HubSpot ID without toggling on tracking, you can still add HubSpot forms to your Foleon Doc but no page data will be tracked.
⚠️ Foleon Docs that were published before this change in our product — released January 19, 2022 — will have their data hosting locations set to Global by default. There will be no changes to the URLs and source of the existing Foleon Doc.
If you want to apply the EU as a data region, you’ll have to republish the Docs in that project. After republishing, you’ll then have different script layouts in DOM and different URLs for HubSpot requests.
💡 If you’ve set a European HubSpot Hub ID in combination with the EU1 data hosting location, then later delete and save, the default value in the data hosting location will be European.
💡If there’s a mismatch between the HubSpot Hub ID and the data hosting location — E.g. you used a global Hub ID but selected the EU as the data region — both lead generation and MAP forms will give an error in the editor and preview. If this is the case, make sure that your HubSpot Hub ID and data region match and try again.
Checking your HubSpot tracking settings
It's important to check that the HubSpot tracking settings are set up correctly. To learn more about this, we recommend reading HubSpot's article Set up site tracking in HubSpot.
You can go to your Advanced Tracking settings in HubSpot to check if Limit tracking to these domains is OFF.
If so, you’re all set, and you can jump to the next step: Republish your content.
If it's ON, you need to add site domains to HubSpot. Here's what you'll need to do depending on how you host your Foleon Docs:
You’re hosting Foleon Docs on a custom domain
If you’re hosting on a top-level domain, you’ll need to either set it as the target domain in HubSpot or add it as an additional site domain.
If you’re hosting on a subdomain, you’ll need to check if its top-level domain is set up as the target domain in HubSpot. If so, you’re all set up. If not, you’ll need to add the subdomain as an additional site domain.
You’re hosting on the default Foleon domain
If you’re hosting on the default Foleon domain (e.g. account-alias.foleon.com), you’ll need to add it as an additional site domain in HubSpot.
💡 You can read more about this process in HubSpot's documentation on Adding site domains.
(Re)publish your content
Once you’ve checked if your HubSpot tracking is set up correctly, you can (re)publish your content and keep an eye on contact timelines (make sure you include Page views in the activity filter).
⚠️ Do you have multiple live Foleon Docs in your project? You'll need to republish each Foleon Doc to activate the HubSpot tracking.
Below, you see an example record of a HubSpot contact who viewed multiple pages in a Foleon Doc. In this overview, you'll find the following data:
- Date and time (including timezone)
- Page title
- Page visit URL
💡HubSpot doesn't let you track the contact's time on page.
⚠️ Keep in mind that you'll only see Foleon page views for contacts with a HubSpot cookie when they view your content.
Use tracking data for lead scoring
Integrating Foleon with HubSpot allows you to apply lead scoring based on activity and engagement. You can track which pages your contacts visit and set up lead scoring to assign points based on that engagement with Foleon Docs.
For example, a prospect reads your eBook. You can assign points contributing to the lead score based on the number of pages they visit. Did they read more than half of your eBook? They should be assigned more points than someone who reads less.
Another example. If you created a proposal, you could assign points if they view important pages in the proposal, such as the page with pricing information. You could even find other contacts who are looking at your proposal to get a better grasp of the buying committee.
Based on this, your sales team can prioritize following up on the most-engaged/active leads.
HubSpot tracking and cookies
HubSpot tracks visitors using browser cookies. According to GDPR, you need to inform your readers about these cookies. We enable you to set up a cookie consent pop-up to comply with these regulations.
There are two situations, depending on if you have cookie consent set up:
- When cookie consent has not been set up, HubSpot tracking will work automatically, letting HubSpot track visitors.
- When cookie consent has been set up, HubSpot tracking will only work if the visitor accepts cookies.
To set up your Foleon Docs in compliance with GDPR, you must activate Foleon's cookie consent feature if you use any tracking scripts. Alternatively, you can implement a Consent Management Platform (CMP).