Marketing & Campaigns

Marketing Hub Overview

HubNest CRM integrates an advanced marketing suite that allows teams to construct campaigns, dispatch broadcast emails/SMS, track UTM links, and configure lead scoring pipelines.

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Key Performance Indicators (KPIs)

To evaluate campaign success, the Marketing dashboard aggregates three key metrics:

• Cost Per Lead (CPL): CPL = Campaign Budget / Total Leads Captured

• Return on Investment (ROI): ROI = ((Revenue Generated - Campaign Budget) / Campaign Budget) * 100

• Conversion Rate: Conversion Rate = (Leads Converted to Won / Total Leads Captured) * 100

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Campaign Tracking & Link Builder

Track lead traffic sources by appending UTM parameters to landing page links. The built-in URL builder outputs formatted links:

https://landing.hubnest.com/?utm_source=meta&utm_medium=cpc&utm_campaign=summer_sale

When a visitor registers through a tracking link, our Next.js client parses the query parameters and submits them during lead capture:

const searchParams = new URLSearchParams(window.location.search);
const leadSource = {
  source: searchParams.get('utm_source') || 'Direct',
  medium: searchParams.get('utm_medium') || 'Organic',
  campaign: searchParams.get('utm_campaign') || 'Default',
};

These parameters are stored in the database, allowing you to filter lead metrics by UTM tags.

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Automated Lead Scoring

HubNest CRM uses an automation engine to rank leads from 0 to 100 based on their actions.

graph TD
    Lead[New Lead Captured] -->|Action: Open Email| Score1[Score +5]
    Lead -->|Action: Click Link| Score2[Score +15]
    Lead -->|Action: Book Demo| Score3[Score +40]
    Score1 --> Total[Calculate Priority]
    Score2 --> Total
    Score3 --> Total
    Total -->|Score > 70| Hot[Mark Lead as Hot]

• Engagement Triggers: Increment score values automatically whenever a prospect reads emails (+5), visits the pricing page (+15), or registers for a demo (+40).
• Decay Rules: Decrease scores automatically by 5 points for every 14 days of inactivity.
• Priority Alerts: Once a lead score exceeds 70, the account is flagged as a "Hot Lead" and a Slack alert is sent to the assigned sales representative.