How Do You Use HubSpot to Track Your Customer Journey?

Ever wondered how to trace every step of your customer's journey effortlessly? Dive into HubSpot's tracking features as we uncover the art of understanding customer interactions.

HubSpot to Track Your Customer Journey
Photo by UX Indonesia / Unsplash
customer journey

Image Credit - Vecteezy

Customer interactions have gone through significant changes over the years. Businesses now realize the need to understand and improve the customer journey to build strong relationships and grow the business. Doing so will help businesses find problems, look for ways to get better, and provide personalized experiences to ensure customer loyalty.

HubSpot is a top customer relationship management (CRM)Businesses need to track platform offering features and tools to help businesses track and analyze customer journeys. With customer journey analytics HubSpot, businesses can learn valuable insights about how customers interact with their brands at different stages of their journey.

Read on to learn more about customer journey analysis and how HubSpot can help your business.

What is a customer journey analysis?

Customer journey analysis is about understanding how customers interact with a brand from start to finish. This involves examining the different stages and touchpoints that customers experience, from first discovering the brand to long after making a purchase.

The customer journey often includes all online and offline interactions between customers and a brand. This includes website visits, social media engagement, email communication, and customer service interactions. Knowing more about customer journeys is helpful for businesses because it helps them learn how customers engage with their brand and their overall satisfaction.

By analyzing the customer journey, businesses can identify patterns, trends, and opportunities for improvement. Let's see how businesses should move forward with customer tracking.

customer journey meme

Image source

Importance of tracking a customer journey

Tracking a customer journey is important for businesses to understand their customers' interactions, pain points, and motivations. Let's see how it can be optimized:

Strategic Decision-Making

When businesses track the customer journey, they learn valuable information about customer behavior, preferences, and needs. This information helps guide decision-making, allowing businesses to meet customer expectations effectively.

Personalization and Tailored Experiences

Every customer is unique and has their preferences and requirements. By monitoring the customer journey, companies can collect important data about each customer's interactions and preferences. This information can be used to provide a customized experience - in the form of personalized content, recommendations, and special offers.

Improved Customer Retention

By tracking the customer journey, businesses can identify issues and areas to improve the customer experience. Addressing these issues enhances overall customer satisfaction and retention. Happy and loyal customers are likelier to make repeat purchases and contribute to long-term success.

Enhanced Marketing ROI

Businesses need to track how customers progress from start to finish so they can understand the effectiveness of their marketing. By analyzing how customers engage and measuring how many purchase each step, businesses can identify which marketing methods are the most successful.

Identification of Pain Points and Opportunities

When businesses closely monitor the customer journey, they can quickly spot the moments when customers face challenges or get frustrated. This valuable information lets businesses tackle those pain points head-on, improving the customer experience. Plus, by tracking the customer journey, businesses can uncover new chances to offer upgrades, suggest related products, or introduce fresh services that perfectly match the customer's journey and desires.

Businesses can build stronger customer relationships by gaining a deep understanding of the customer journey and making improvements to enhance it.

What are the seven steps to map the customer journey?

customer journey map

This map incorporates

Mapping the customer journey is all about understanding and visualizing the different touchpoints and stages a customer experiences while interacting with a brand. To help you with this process, here are seven simple steps to effectively map the customer journey.

Define Your Customer Personas

Begin by clearly defining your customer personas - these are fictional representations of your ideal customers. By identifying their demographics, goals, pain points, and motivations, you'll better understand the different customer segments you are targeting and their specific needs.

Identify Customer Touchpoints

Discover all the places where customers connect with your brand. These touchpoints are wide-ranging, from visiting your website and engaging on social media to communicating through emails and visiting your physical store. Don't forget about customer service calls and any other ways they interact. You'll get a complete picture of the customer journey by capturing both online and offline touchpoints.

Create a Customer Journey Map

Generate a visual depiction of the complete customer journey by utilizing the information gathered from your customer personas and touchpoints. Illustrate each step or stage that the customer experiences, starting from their initial awareness and extending to their post-purchase interactions. This map incorporates essential touchpoints, customer emotions, goals, actions, and pain points at each stage.

Analyze and Understand Customer Interactions

Conduct a thorough analysis and comprehension of customer interactions at every stage of their journey. Take a closer look at how customers navigate between touchpoints, examining their motivations, barriers, and expectations. Utilize data from customer surveys, interviews, behavioral analytics, CRM platforms, and other sources to gain valuable insights into their experiences.

Implement Feedback Mechanisms

To enhance comprehension of customer perceptions and experiences, it is advisable to incorporate feedback mechanisms such as surveys, feedback forms, reviews, and social listening. Consistently gathering and evaluating feedback enables the identification of areas for improvement, validating assumptions, and informed decision-making based on data.

Integrate Analytics and Data Collection

Incorporate analytics tools and data collection systems to effectively capture and analyze customer behavior and interactions throughout various touchpoints. Utilize web analytics, CRM platforms, heatmaps, and other tools to collect data encompassing customer actions, preferences, conversion rates, and behavior. This valuable data offers insightful information for optimizing the customer journey.

Continuous Monitoring and Iterative Improvement

The marketing funnel in the customer journey is an ongoing process that requires continuous monitoring and tracking of customer interactions, feedback, and analytics to identify areas for improvement. Based on new insights gained, it is important to iterate and refine your customer journey map. Regularly reviewing and updating your customer personas and touchpoints is essential to ensure they remain aligned with evolving customer expectations.

Mapping the customer journey allows businesses to customize their marketing, sales, and service strategies to fulfill customer requirements and expectations. This ultimately results in heightened customer satisfaction.

How to track customer journeys using HubSpot?

Tracking Customer Journeys: HubSpot's Capabilities

HubSpot offers a wide range of tools and features to effectively track and analyze the customer journey. These capabilities include the following:

  • Contact Management: With HubSpot, you can consolidate and organize all customer data in one centralized location. This includes contact details, interactions, and behavior across various touchpoints.
  • Lead Scoring: HubSpot's lead scoring feature assigns a value to each customer based on their level of engagement and interactions. This invaluable feature helps prioritize leads and enables the identification of high-intent customers.
  • Email Marketing: Utilizing HubSpot's email marketing tool, you can monitor and analyze email opens, clicks, and conversions. This valuable insight empowers you to understand how customers engage with your email communications throughout their journey.
  • Analytics: HubSpot's comprehensive analytics provide valuable insights into metrics such as traffic, conversions, and customer behavior. These analytics are crucial in tracking the effectiveness of various marketing activities and their impact on the customer journey.
  • Automation: Leveraging HubSpot's automation capabilities, you can create personalized workflows triggered by specific customer actions. This allows for targeted messaging and experiences that are tailored to each customer's stage in their journey.

How to Set Up Customer Journey Tracking in HubSpot

To effectively track the customer journey in HubSpot, it is important to follow these steps:

  • Identify Stages: Start by defining the different stages of the customer journey, such as awareness, consideration, decision, and retention. Customize these stages to align with your specific business process.
  • Set up Properties: Create properties in HubSpot that will allow you to capture relevant customer data at each stage of the journey. Some examples of such properties include lead source, stage, lead score, and so on.
  • Create Workflows: Utilize HubSpot's visual workflow builder to create automated workflows that will guide customers through the various stages of their journey. Set triggers based on different customer actions, such as email opens, form submissions, or page visits.
  • Track Touchpoints: Take advantage of HubSpot's tracking code or integrate it with your website to capture and monitor customer interactions across different touchpoints. This will provide valuable insights into how customers engage with your brand, from website visits to email interactions.

HubSpot's lead scoring, analytics, and automation functionalities

  • Lead Scoring: Establish lead scoring rules that revolve around customer actions and engagement. Assign points for activities such as website visits, form completions, and email opens. By doing so, you can prioritize leads and identify prospects that are highly engaged.
  • Analytics: Utilize customer journey analytics HubSpot provides and HubSpot mapping tool to evaluate the efficacy of your marketing endeavors. Monitor critical metrics such as website traffic, conversion rates, email engagement, and customer behavior. This valuable data will provide you with insights into the touchpoints and channels that have the most significant impact on the customer journey.
  • Automation: Capitalize on HubSpot's automation features to craft tailor-made workflows and messaging based on customer behavior and journey stage. Trigger automated actions such as email nurturing, content recommendations, or follow-up tasks to deliver a seamless and personalized customer experience.

Interpreting Data and Making Informed Decisions

To effectively interpret the customer journey report HubSpot provides and make well-informed decisions, it is crucial to consider the following steps:

  • Analyzing Customer Behavior: Delve deeper into customer interactions, engagement rates, and actions at each stage of the customer journey. By identifying patterns, trends, and drop-off points, you can pinpoint areas for improvement and potential bottlenecks with HubSpot customer journey analytics.
  • Segmentation and Personalization: Segment your customer base based on journey stage, level of engagement, or other important criteria. This segmentation enables you to customize your messaging and content for specific customer segments, delivering a more tailored and personalized experience.
  • Monitoring Conversion Rates: Keep track of conversion rates throughout the customer journey to identify areas where prospects are dropping off or successfully converting into customers. This valuable insight can assist you in optimizing your marketing and sales processes to improve conversion rates.
  • Continuous Iteration: Regularly review and analyze the data in HubSpot to refine and optimize your customer journey strategy. Experiment with different tactics, messaging, and workflows based on the insights gained from the tracked data to improve your overall performance.

By leveraging the customer journey HubSpot and customer journey analytics Hubspot provides, you can make informed decisions to optimize your marketing strategies and improve customer experiences.

Why you should outsource to a virtual assistant instead

Choosing to outsource to a virtual assistant comes with a plethora of benefits. Not only does it save you money, but it also allows for greater flexibility, grants access to specialized knowledge, boosts productivity, and lets you concentrate on your core business duties.

benefits of outsourcing

Expertise in Customer Journey Analysis

Virtual assistants specializing in customer journey analysis have the expertise to evaluate and enhance the customer experience carefully. They are familiar with the different points of contact, phases, and feelings that come into play throughout the journey. Because of this, they can offer valuable insights and suggestions for improvement.

Consistent Monitoring and Reporting

Virtual assistants are always there to closely monitor customer interactions, feedback, and analytics throughout their journey. They can create dashboards, generate reports, and give you frequent updates on how different touchpoints perform. This way, they help businesses pinpoint problems, discover patterns, and find improvement opportunities.

Efficient Handling of Data and Analytics

Virtual assistants are skilled at managing data collection, analysis, and interpretation for the customer journey. They know how to use analytics platforms and tools to gather important data, extract valuable insights, and provide practical recommendations.

Time and Resource Savings for Core Business Functions

By utilizing a virtual assistant to outsource customer journey analysis, businesses can unlock precious time and internal resources to concentrate on vital aspects of their operations. This empowers them to make more strategic decisions, foster innovation, and nurture growth while the virtual assistant takes charge of the intricate analysis and management of the customer journey.

Customization and Adaptability to Evolving Customer Journeys

Virtual assistants can customize their approach to fit the specific requirements of businesses and adjust as customer journeys change. They can create personalized strategies, incorporate feedback, and continuously enhance their services to deliver a smooth and individualized customer experience.

Outsourcing customer journeys enables businesses to understand better and optimize the customer journey, leading to great business growth.

Why is Wishup the best place to hire a Virtual Assistant?

wishup homepage

Now that we've understood the benefits of hiring a virtual assistant, let's look at why Wishup is the best place to hire one.

Access to fully-trained professionals

At Wishup, we pride ourselves on offering pre-trained and upskilled virtual assistants. This means that our platform provides virtual assistants with 200+ skill sets and knowledge of 70+ no-code tools to handle a wide range of tasks effectively.

Choose from US-based or Indian VAs

Wishup offers the option to choose virtual assistants from the United States or India, based on their specific requirements or even as a matter of convenience.

Easy instant replacement policy

At Wishup, we have a 100% no-questions-asked replacement policy in place! If you are dissatisfied with your virtual assistant, you can simply request a replacement without any hassle or delays. Customer satisfaction is our top priority, and we're here to ensure you have the best experience possible with our team.

Work with the top 1%

At Wishup, we take pride in providing you with the best talent in the virtual assistant industry. Our team of experts, carefully selected from the top 1%, is ready to jump in and work seamlessly alongside you. Each of our virtual assistants has gone through a thorough selection process, ensuring that you receive nothing short of high-quality support for your business needs.

Quick onboarding in 24 hours

At Wishup, we're committed to providing a seamless onboarding experience. With our efficient process, businesses can get started with their virtual assistant in just 24 hours - ideal for immediate support.

Dedicated Account Manager at your service

At Wishup, we're proud to provide you with a devoted account manager who is here to help address any questions or worries you may have. Your satisfaction is our top priority!

how to hire a virtual assistant


Understanding and keeping track of customer journeys is essential for businesses. It allows them to gain valuable insights into the customer experience, identify areas of improvement, and make informed decisions to enhance customer satisfaction.

HubSpot is a powerful tool that offers a comprehensive suite of features to manage and track customer journeys efficiently. HubSpot customer journey reporting, segmentation, and automation capabilities enable businesses to streamline their marketing, sales, and service processes. Outsourcing to a virtual assistant brings additional benefits to the customer journey analysis. By leveraging their specialized skills, businesses can save time, cut costs, and concentrate on their core functions while receiving customized insights and recommendations.

Looking for an effective and expert virtual assistant? Why not make your life easier by hiring a virtual assistant from Wishup? Optimize your business needs today by scheduling a free consultation or dropping a mail at [email protected] 

Customer Journey Analytics Hubspot: Frequently Asked Questions

How do I use customer journey analytics in HubSpot?

In HubSpot, you have access to helpful customer journey analytics tools. You can make the most of features like customer lifecycle stages, contact timelines, attribution reporting, and goal tracking. With these tools, you can easily track and analyze your customers' interactions at every step of their journey.

How to do a customer journey analysis?

If you're wondering how to track the customer journeys, start by mapping out all the touchpoints and interactions your customers have with your business. Take a closer look at each stage, pinpoint any issues or challenges, and explore potential areas for enhancement. By utilizing data-driven insights, you can optimize the overall customer experience.