HubSpot Analytics in WordPress: Easy Setup Guide

HubSpot offers robust marketing and sales tools. To maximize its potential, fully integrate it with your WordPress site.

HubSpot provides lead and customer data; however, without proper WordPress tracking, you miss crucial website interaction details.

Without complete data, identifying top-performing blog posts, high-exit pages, or content supporting your sales funnel becomes difficult, leading to decisions based on incomplete information.

Fortunately, linking HubSpot analytics to WordPress is straightforward.

This guide details the steps to connect everything, enabling comprehensive customer journey tracking from initial visit to final purchase.

Why Connect WordPress to HubSpot Analytics?

Regardless of whether you operate a WordPress blog, eCommerce site, or service-based website, HubSpot’s insights and analytics can inform better business strategies.

Once you connect WordPress to HubSpot, you’ll be able to:

• See traffic sources, pageviews, keyword rankings, and more.
• Directly send leads to the HubSpot CRM to monitor customer information within the platform.
• Monitor form submissions to find points where users abandon the form, and then reduce that abandonment.
• Optimize email campaigns for better open and click-through rates.
• Offer real-time support through live chat, enhancing visitor experience.
• Monitor sales and payments to refine your eCommerce strategy.

The advantage is that the data merges into your HubSpot analytics. You gain a full understanding of visitor interactions on your WordPress site, together with your other marketing data.

This allows for improved content decisions, sales funnel optimization, and user experience enhancements, all accessible from the HubSpot dashboard.

Nonetheless, we will guide you through setting up HubSpot analytics in WordPress. Here is an outline of the necessary steps:

Ready? Let’s jump right in!

Step 1: Sign Up for a HubSpot Account

First, you’ll need to sign up for an account on the HubSpot website. Just click on the ‘Get started free’ button.

HubSpot will now ask you to create an account using your email address, Google account, Microsoft account, or Apple account.

In the following popups, you’ll be asked to provide some details about your business, such as your company name, industry, size, and more.

You can just fill in the required fields and then click ‘Next’ to continue.

Just follow the onscreen instructions to sign up for an account.

Keep in mind that HubSpot offers a free plan that includes: lead generation forms, limited email marketing features, web analytics, live chat, and other free features that have HubSpot branding on them.

Upgrading to a paid plan will give you access to more features like marketing automation, the removal of HubSpot branding, and higher limits for email marketing.

Step 2: Install and Activate the HubSpot WordPress Plugin

To allow HubSpot to track analytics on your WordPress website, you’ll need to connect the services with a tracking code.

Luckily, the free HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics plugin automatically installs the tracking codes for you.

This means that once you’ve set up your, let’s say, email marketing campaign, HubSpot will automatically assign tracking codes. These codes help monitor user interactions, email engagement, and conversion rates.

The first step here is to install and activate the HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics plugin.

To begin, go to Plugins » Add New Plugin from the WordPress dashboard. Then, search for the HubSpot plugin using the provided search bar.

After that, just click ‘Install Now’ on the search result, then ‘Activate.’

For detailed instructions, see our guide on installing a WordPress plugin.

Add Tracking Code Manually

Plugin installation can fail due to compatibility problems, plugin conflicts, or WordPress hosting restrictions.

If you encounter this issue, manually add the tracking code.

You need to go to ‘Settings’ from your HubSpot dashboard. Just click on the gear icon in the menu bar.

Under ‘Account Management,’ you’ll need to find the ‘Tracking Code’ option.

In the right panel, expand the section by clicking ‘Set up tracking by embedding code.’

Click the ‘Copy’ button to copy the tracking code to your clipboard.

Insert this tracking code before the closing tag on all website pages.

Alternatively, insert the code into the common footer file within your theme. Modifying theme files can be risky for beginners, as a single error can break your WordPress website.

For this reason, we consistently suggest utilizing the WPCode plugin, widely considered the premier code snippet plugin. It enables the addition of custom code in WordPress without risking site disruption.

Across our partner websites, we leverage WPCode for streamlined creation and management of custom code snippets. For a deeper understanding, explore our comprehensive WPCode review.

Proceed to install and activate the WPCode plugin. Refer to our guide on WordPress plugin installation if needed.

Once activated, navigate toCode Snippets » Header & Footer. Then, you can paste your HubSpot tracking code into the ‘Footer’ field.

Finalize the process by clicking ‘Save Changes.’

Step 3: Connect Your HubSpot Account to Your WordPress Website

Following the HubSpot plugin’s activation, you’ll be prompted to establish a connection with your WordPress site.

New HubSpot users can select a signup method using Google, Microsoft, or Apple. Existing users should enter their email and click ‘Verify email.’

In this tutorial, we’ll walk through the HubSpot sign-up and setup process.

On the HubSpot page in your WordPress dashboard, we’ll select the ‘Sign up with Google’ option, for example.

HubSpot will then confirm your Google account and request permission to access your basic profile details.

After completing the setup wizard, the system will redirect you to the WordPress admin dashboard.

Look for the ‘Connect website’ button and select it to finalize the registration.

A welcome message will then pop up.

Opt to ‘Get started’ immediately, or press ‘Learn more’ to read documentation.

We will examine the HubSpot plugin’s functionality shortly, so proceed by clicking ‘Get Started.’

The HubSpot menus should now be accessible.

In the ‘User Guide’ panel, you’ll see that one of the five setup tasks is already checked off.

Proceed to complete the remaining steps individually, skipping those that don’t apply to your situation.

To illustrate, let’s import user contacts into HubSpot.

You can click on the ‘Import your contacts’ accordion menu to expand it, then select ‘Import contacts.’

A new tab will appear, allowing you to upload your contacts, with support for file types like .csv, .xlsx, and .xls.

Simply click ‘Choose a file’ or drag and drop it from your computer.

You can also upload a .csv file to add your team members. But if you have a smaller team, you may not have it.

Fortunately, HubSpot also lets you add team members by simply inputting their respective email addresses.

You can complete all steps, including courses from HubSpot Academy, which explain the advantages of installing the HubSpot WordPress plugin and explore its practical applications.

You can also acquire more tools via the HubSpot App Marketplace, integrating platforms like Google Ads, WooCommerce, and Constant Contact.

You are now ready to use HubSpot analytics to grow your WordPress site.

Step 4: Explore the HubSpot Analytics Features

Now that HubSpot is linked, monitoring crucial marketing metrics from your WordPress site is possible. However, comprehensive reports are accessible within your main HubSpot dashboard.

To find these reports, navigate toHubSpot » Reportingwithin the WordPress admin panel. This action will launch your HubSpot account in a separate browser tab, presenting all your analytics dashboards.

For increased customization, you have the option to design personalized reports.

Simply select the ‘Create report’ button at the top to begin.

HubSpot offers a selection of pre-built analytics reports, such as:

• Page views and bounce rate
• Sessions and traffic sources
• Visitor engagement rates

By selecting desired reports, HubSpot initiates data collection from your WordPress site.

Let’s examine some of the essential reports you can explore. Availability of specific reports may vary based on your HubSpot subscription.

Popups Reporting Dashboard

HubSpot enables the creation of tailored popups and slide-ins to effectively engage users at opportune moments.

Here are some potential applications for popups to provide further inspiration:

• ✍️ Showing a registration form to visitors before they leave your site.
• 🏷️ Showcasing discounts or time-sensitive promotions to improve conversions.
• Behavior-based suggestions can highlight content or products.
• Gather user experience data with brief surveys.

The performance metrics for your forms and pop-ups can be found in HubSpot underReporting » Dashboards.

Then, select the ‘Marketing Channel Performance’ analytics option from the dropdown menu.

That’s all there is to it! You’ll now see a section dedicated to monitoring form submissions:

Live Chat Reporting Dashboard

Live chat enables real-time communication between your team and website visitors. A HubSpot chat widget, when installed, lets visitors initiate conversations with your team.

Besides welcoming visitors and providing help, consider these live chat applications:

• 🛒 Integrate live chat into your sales pages to give visitors immediate access to your sales team.
• 🎯 Use live chat on landing pages to proactively engage leads, delivering personalized support.
• 📈 Put live chat on your pricing page to instantly answer visitors’ questions about pricing or features.
• 📑 Offer another live chat option to your knowledge base articles to assist with support questions.

To monitor live chat performance, navigate to Reporting » Dashboards in your HubSpot account.

Choose the ‘Chat Overview’ option from the dropdown menu.

You can monitor vital metrics related to chat performance and team productivity:

• Chat conversation totals by rep – See how many chat conversations each team member has handled.
• Chat conversation totals by URL – Identify which landing pages generate the most chat interactions.
• Chat conversation average first response time by rep – Track how quickly each team member responds to incoming chat messages.
• Chat conversation average time to close by rep – Measure how long it takes each team member to resolve a chat conversation.
• Chat conversation close totals by rep – View the total number of chat conversations successfully closed by each team member.

These insights make it easy to see how your team is doing and how you can improve the experience for customers.

Email Overview Dashboard

HubSpot’s email marketing tool allows you to create and send different types of emails to your audience.

For example, you can:

• 📧Send one-time campaigns to specific groups of contacts, which is perfect for announcements or promotions.
• 🔄 Set up automated emails when contacts take certain actions, like filling out a form.
• 📝 Keep subscribers engaged by automatically sending them your new blog posts.

To see how your email campaign performs, you can navigate to Reporting » Dashboard from your HubSpot account.

Next, you’ll want to click ‘Email Overview’ from the dropdown.

Once inside, you can track key metrics to measure team performance and response times:

• Email conversation totals by rep – Observe the quantity of email-based interactions managed by individual team members or customer support agents.
• Email average first response by rep – Monitor the speed at which each agent initially responds to incoming emails.
• Email closed totals by rep – View the total number of email conversations successfully resolved by each rep.
• Email average time to close by rep – Evaluate the duration it takes for each agent to finalize an email interaction.

Using this data, you can recognize high-achievers, pinpoint areas of delay, and ensure prompt customer replies.

eCommerce Analytics Dashboard

HubSpot’s Commerce Hub simplifies payment collection and revenue tracking. Whether you sell single products, subscriptions, or use a free HubSpot plan, you have the ability to:

• 💳 Employ payment links for both single and recurring payment collection.
• 📠 Monitor payments directly within your CRM, mirroring the tracking of contacts and deals.
• 💭 Develop customized quotes or invoice clients seamlessly.

To access your commerce analytics, navigate to the Commerce » Overview in your HubSpot account.

In the ‘Commerce Overview’ analytics section, you’ll find:

• Total payment volume by month – View your monthly revenue to identify sales trends and seasonal patterns.
• Paying customers by month – Track the monthly number of unique customers making purchases to assess customer acquisition and retention.
• Total payment volume by quarter – Get a broader view of your sales performance over three-month periods.
• Total payment volume by year – Review annual revenue to assess long-term growth and make informed business decisions.

These metrics help you understand your revenue patterns and make smarter decisions about growing your business.

Step 5: Monitor and Analyze Your HubSpot CRM Regularly

Now that you know where to access your analytics, you’ll want to keep an eye on your results.

By regularly reviewing your data, you can make adjustments to your strategy. For example, you can look at your campaign performance metrics, like click-through rates and conversion rates.

If certain campaigns aren’t performing as expected, then you might need to adjust your messaging or call-to-action to make them more effective.

You can also evaluate how well your email newsletter, ads, or social media posts connect with your audience.

Doing A/B testing is an easy way to see what gets the best response. Then, simply adjust your strategy to build stronger connections. For details, you can check out our guide on how to do A/B split testing in WordPress.

Bonus Tip: Boost Your Website Performance with HubSpot Alternatives

HubSpot is a solid platform, but it’s not the best fit for all WordPress users. A lot of its features work best when you’re all-in on its ecosystem, which can feel a bit limiting.

Another downside to HubSpot is that its SEO tools are only available on paid plans.

Paid subscriptions unlock sophisticated SEO audits, keyword tracking, and optimization tips. However, these features are unavailable on the free tier.

If SEO is vital for your website’s success, consider upgrading to gain access to these tools. New users can consult our comprehensive WordPress SEO guide for beginners.

Numerous HubSpot alternatives exist for WordPress, depending on your specific objectives.

• MonsterInsights stands out as a top-tier analytics plugin, seamlessly integrating Google Analytics data into your WordPress admin area. It offers sophisticated tracking solutions for e-commerce platforms, affiliate links, and digital downloads.
• Constant Contact is a highly recommended email marketing service. It is user-friendly, cost-effective, and provides all essential tools to manage email campaigns and segment audiences.
• For lead generation, OptinMonster is a robust tool for crafting effective pop-ups, slide-ins, and opt-in forms, aiding in email list expansion and conversion rate improvement.
• For SEO-focused users, All in One SEO (AIOSEO) streamlines website optimization. It includes on-page analysis, keyword research capabilities, and technical SEO features to boost search engine rankings and organic traffic. Consider the AIOSEO free version as well.
• LiveChat – For real-time customer support, LiveChat allows you to engage visitors instantly. It is an easy-to-use live chat solution that helps boost conversions, answer customer questions, and improve the user experience.

Each of these tools focuses on a specific area, giving you more control and customization for your website.

By choosing the right combination, you can create a streamlined, high-performing site without relying on an all-in-one solution like HubSpot.

For more information, see our expert list of the best HubSpot alternatives.

FAQ About Setting Up HubSpot Analytics

If you’re new to HubSpot or wondering how it fits into your WordPress site, here are answers to some common questions that we get from our readers.

What can I use HubSpot for?

HubSpot is a powerful all-in-one marketing platform. It helps you manage a lot of things, including customer relationships, analytics, and email campaigns. This tool can also help you engage visitors through live chat and forms.

Can I integrate HubSpot with WordPress?

Yes! HubSpot offers a WordPress plugin that seamlessly integrates with your site. This makes it easier to track and manage everything without leaving your dashboard.

How do I set up tracking using the HubSpot WordPress plugin?

Once you install and activate the HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics plugin, it automatically adds the tracking code to your site. You can then access insights like page views, conversions, and user behavior directly in your HubSpot account.

What analytics tools should I use for my WordPress site or blog?

Other than HubSpot, we recommend using MonsterInsights. It’s the best Google Analytics plugin that allows you to gain deeper insights into traffic, engagement, and conversions.

Which plugin is best for WordPress marketing automation?

We recommend Uncanny Automator for WordPress marketing automation. This powerful tool allows you to link all your software and set up automated workflows. For more details, see our guide on how to create automated workflows in WordPress with Uncanny Automator.

Additional Resources: WordPress Analytics Guides

We hope this article has helped you set up HubSpot Analytics on your site. Next up, you might want to check out our guides on:

• How to Track Website Visitors to Your WordPress Site
• How to Track Third-Party Domain Requests in WordPress
• How to Track User Journey on WordPress Lead Forms
• How to Add WordPress Analytics Without Cookies (Easy Methods)
• How to Keep Personally Identifiable Info Out of Google Analytics
• How to Block WordPress Referrer Spam in Google Analytics
• The Best Analytics Solutions for WordPress Users

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