Prerequisites
To leverage Terminus Insights, you must have Ad Experiences as a part of your Terminus subscription and an integrated HubSpot CRM Data Studio instance. Additionally, to see Site Engagements and Engagement Spike data, you must have the Visitor ID Script installed on your website.
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Overview
Terminus Insights enables customers to access Terminus advertising metrics, website activity, and other crucial account-level intelligence in a single, powerful location: HubSpot CRM. The data pushback includes aggregate account summary metrics for all HubSpot subscriptions. For users with HubSpot Professional or Enterprise subscriptions, custom reports can be created to further leverage this data. You can submit a ticket through the Terminus Support Portal at any point during the installation and setup process.
Enable Terminus Insights for HubSpot
1. Connecting Your HubSpot Account
If you have not yet connected your Data Studio instance with HubSpot, you'll need to do it for the first time by following these instructions.
For customers who are already connected, you'll need to re-authenticate your Data Studio connection to enable Terminus to write new attributes to your HubSpot Companies. Follow the steps below to connect:
- Either clear your browser's cache/cookies or open an incognito browser window. This ensures that you and the API Integration User are both logged out of the CRM system.
- Log in to https://home.terminusplatform.com/ using your username and password.
- Navigate to Data Studio.
- Copy/Paste the following link into the address bar: https://studio.terminusplatform.com/onboarding (Please do not open a new tab to do this.)
- Follow the integration instructions on the screen to connect with your organization's HubSpot instance. When the HubSpot-hosted login page appears, make sure to use the API Integration User's credentials instead of your own.
If you experience any issues connecting, please go to the Terminus Support Portal and submit a ticket.
2. Verify Visitor ID Tracking Script
With the Visitor ID tracking script installed, you are able to view website engagement, including page views, form fills, video plays, and specific page interactions, for visiting accounts directly in your HubSpot CRM. Once the tag is installed, you can check to make sure it is running by using the developer tools in Google Chrome or Firefox.
- On a PC, you can either press F12 or go to Settings > More Tools > Developer Tools. Click on "Network", then in the filter section, type "wec-assets". If you see the code load on the site, it indicates that it was implemented correctly.
- On a MAC, you can click on "View" from the menu bar at the top left section. Hover over "Developer" and select "Developer Tools". Click on "Network", then in the filter section, type "wec-assets". If you see the code load on the site, it indicates that it was implemented correctly. Alternatively, you can right-click on the browser screen and select "Inspect" > "Network".
- When the script fires in your browser, you should see the following cookies (named jwt_cookie):
- "s-9da4" is a session cookie, and "d-a8e6" is a device ID cookie. If you delete or block them, you will lose Visitor ID tracking for visitors.
- Similar to other tracking scripts, you can choose to prevent the VID code from firing off if the user declines the cookie policy/agreement. Additionally, if visitors have Do Not Track Headers (DNT), we will not track them.
To verify that the script is running via your Tag Manager, follow these steps:
- Open Developer Tools (Right click + Inspect, or Settings > Developer Tools)
- Click on "Sources"
- Look for your Tag Manager URL and click on it
- Find your Tag Manager Container and click on it
- Search for "wec-assets"
- Verify that the Terminus script was installed on the correct container
If you do not see the tracking script, it's possible that it has not been installed correctly. You can follow these instructions to implement it for your website or contact your webmaster and submit a ticket through the Terminus Support Portal.
3. Turn on Data Feed
Once you have connected your HubSpot CRM to Data Studio, you will need to submit a ticket through the Terminus Support Portal to request that HubSpot pushback be enabled for your account — see sample request below.
4. Data Cycle Refresh
After you have connected to Data Studio, verified your Visitor ID tracking pixel is on your website, and had HubSpot pushback enabled by Terminus Support, the Terminus Metrics data will begin populating within 24 hours. Data will be updated in HubSpot on a daily basis, except for Engagement Spike data, which currently refreshes on a weekly basis.
5. Displaying Terminus Metrics Properties on the Company Object
After the initial data cycle has refreshed, you will now see Terminus Metrics available on your Company object.
To customize what properties are visible on the Companies layout, you can follow these steps:
- Go to the Settings icon on the top navigation bar
- Scroll on the left panel to Data Management > Companies
- Select Record Customization > Customize the left sidebar > Edit default view
- Select Add Section and name it Terminus Metrics
- Select which metrics you would like displayed by default, and in which order, then click "Save"
Now your Terminus Metrics will now display on each Company record by default.
For more information, you can visit https://knowledge.hubspot.com/crm-setup/customize-record-sidebars.
You can find the following Terminus account summary data available on the Company object:
| Group | Property | Data Type | Description |
| Default |
Last Pushback Timestamp |
Date | This is the date that pushback data was last updated. |
| Advertising | Last Ad Click Date | Date | This is the date an ad was last clicked by the account. |
| Ad Clicks (Last 7 Days) | Number | This metric indicates the number of clicks that the account generated during a 7-day period from the Last Pushback Timestamp. | |
| Ad Clicks (Last 30 Days) | Number | This metric indicates the number of clicks that the account generated during a 30-day period from the Last Pushback Timestamp. | |
| Ad Clicks (Last 90 Days) | Number | This metric indicates the number of clicks that the account generated during a 90-day period from the Last Pushback Timestamp. | |
| Last Ad Impression Date | Date | This is the date an ad was last served to the account. | |
| Ad Impressions (Last 7 Days) | Number | This metric indicates the total number of ad impressions that were served to the account within a 7-day period from the Last Pushback Timestamp. | |
| Ad Impressions (Last 30 Days) | Number | This metric indicates the total number of ad impressions that were served to the account within a 30-day period from the Last Pushback Timestamp. | |
| Ad Impressions (Last 90 Days) | Number | This metric indicates the total number of ad impressions that were served to the account within a 90-day period from the Last Pushback Timestamp. | |
| Ad Spend (Month to Date, USD) | Number | This metric provides insight into the total amount of money that was spent on advertising during the current month, from the 1st of the month up until the Last Pushback Timestamp. | |
| Ad Spend (Quarter to Date, USD) | Number | This metric provides insight into the total amount of money that was spent on advertising during the current quarter, from the beginning of the quarter up until the Last Pushback Timestamp. Quarters begin January 1, April 1, July 1 and September 1. | |
| Ad Spend (Total, USD) | Number | This metric provides insight into the total amount of money that has been spent on advertising up until the Last Pushback Timestamp. | |
| Engagement Spike | Last Spike | Date | This is the date of the most recent engagement spike period. |
| Spike Percent | Number | This metric represents the engagement spike percentage lift, which is determined by comparing activity over a rolling 4-week period. A higher percentage suggests increased activity compared to the previous 4-week baseline. | |
| Spike Status | Single-Line Text | The status of the most recent spike — New vs. Repeat. | |
| Engaging On |
Single-Line Text |
This indicates the Engagement Models on which an account is experiencing spikes. | |
| Most Visited Awareness Pages |
Single-Line Text |
This metric indicates which awareness web pages, as defined by the marketer, are most frequently visited during the 1-week spiking period set by the Last Spike Date. | |
| Most Visited High-Value Pages |
Single-Line Text |
This metric indicates which high-value web pages, as defined by the marketer, are most frequently visited during the 1-week spiking period set by the Last Spike Date. | |
| Site Engagements | Last Visit Date | Date | This is the date of the last website visit. |
| People on Site (Last 7 Days) | Number | This metric indicates the number of unique web visitors within the 7-day period from the Last Pushback Timestamp. | |
| People on Site (Last 30 Days) | Number | This metric indicates the number of unique web visitors within the 30-day period from the Last Pushback Timestamp. | |
| People on Site (Last 90 Days) | Number | This metric indicates the number of unique web visitors within the 90-day period from the Last Pushback Timestamp. | |
| Web Visits (Last 7 Days) | Number | This metric indicates the number of total web visits within the 7-day period from the Last Pushback Timestamp. | |
| Web Visits (Last 30 Days) | Number | This metric indicates the number of total web visits within the 30-day period from the Last Pushback Timestamp. | |
| Web Visits (Last 90 Days) | Number | This metric indicates the number of total web visits within the 90-day period from the Last Pushback Timestamp. | |
| Last Form Fill Date | Date | This is the date of the last form fill. | |
| Form Fills (Last 7 Days) | Number | This metric indicates the number of form fills on your website within the 7-day period from the Last Pushback Timestamp. | |
| Form Fills (Last 30 Days) | Number | This metric indicates the number of form fills on your website within the 30-day period from the Last Pushback Timestamp. | |
| Form Fills (Last 90 Days) | Number | This metric indicates the number of form fills on your website within the 90-day period from the Last Pushback Timestamp. | |
| Last Video Play Date | Date | This is the date of the last video play. | |
| Video Plays (Last 7 Days) | Number | This metric indicates the number of video plays within the 7-day period from the Last Pushback Timestamp. | |
| Video Plays (Last 30 Days) | Number | This metric indicates the number of video plays within the 30-day period from the Last Pushback Timestamp. | |
| Video Plays (Last 90 Days) | Number | This metric indicates the number of video plays within the 90-day period from the Last Pushback Timestamp. | |
| Last Download Date | Date | This is the date of the last download. | |
| Downloads (Last 7 Days) | Number | This metric indicates the number of content downloads within the 7-day period from the Last Pushback Timestamp. | |
| Downloads (Last 30 Days) | Number | This metric indicates the number of content downloads within the 30-day period from the Last Pushback Timestamp. | |
| Downloads (Last 90 Days) | Number | This metric indicates the number of content downloads within the 90-day period from the Last Pushback Timestamp. |
6. Set up Custom Reports & Dashboard
To create custom reports, you must have a Professional or Enterprise HubSpot subscription. Visit the HubSpot Knowledge Base to learn more about creating custom reports. We recommend the following reports that use Terminus Metrics and can be tailored to your unique needs and CRM setup.
Site Engagements
Site Engagements, powered by Terminus's Visitor ID web tracking script, provides visibility into how your account-based programs are driving engagement on your website and can be customized by engagement type (e.g. Form Fill vs. Download). This report presents an aggregated view of web activity from the visiting accounts within a specified reporting period of 7, 30, or 90 days and displays a list of accounts prioritized by the latest visit, download, form fill or video play date. The report also includes metrics such as site visitors, form fills, video plays, downloads, and page views.
Advertising Engagement Report
The Advertising Engagement Report offers visibility into the performance of your account-based advertising. This report provides an aggregated overview of your advertising metrics for display, retargeting, and global campaigns within a specified reporting period of 7, 30, or 90 days — and displays a list of accounts ranked by their latest ad engagement. The metrics included in this report are impressions, clicks, and spend.
Spiking Accounts Report
The Spiking Accounts Report provides visibility into accounts that are showing increased engagement with your product offerings and brand through a lift in web activity for the previous week compared to the account's previous 4-week baseline. This report presents an aggregated overview of engagement spikes within a specified reporting period of 7, 30, or 90 days — and displays a list of accounts ranked by the highest spike percentage. Metrics included in this report are spike status (new vs. repeat), spike percentage, site visitors, and the most frequently visited high-value and awareness pages. If you are unsure about Engagement Models or how they work, you can learn more by clicking here.
In addition to standalone reports, you have the option to modify or add the above reports to your existing dashboard(s), or you can create a new dashboard specifically designed to view Terminus Metrics in one place.
Frequently Asked Questions
- Why do spend fields not show up with a currency symbol?
The spend fields do not display a currency symbol because Terminus reports spend metrics in US dollars, and currency settings are managed directly within HubSpot. Since customers may have varying configurations or default values for their currency settings, we maintain consistency by pushing back the spend field as a formatted number value. If you wish to change this property to a currency number value, please follow the edit property instructions. - Why do percent fields not show up with a %?
Percent properties are not natively supported by HubSpot, which means that the percent field(s) pushed back by Terminus are represented as a rounded value with percentage in the label. (e.g. 100% = 100) - Why don't I see Terminus Metrics?
If you are unable to see Terminus Metrics, it's possible you do not have appropriate permissions within HubSpot to view the properties. Check with your HubSpot Super Admin to make sure you have access to view properties on the Company object. If you do have access to view fields on the Company object, make sure that you have followed the steps mentioned in the section "Enable Terminus Insights for HubSpot". If you have followed these steps and still cannot view the metrics, you can submit a ticket through the Terminus Support Portal for further assistance.
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