Repeat purchasers in HubSpot

Why use predictions for repeat purchasers?

Knowing which of your customers is most likely to buy again is key to keeping your customers on board and engaged to drive revenue.

The most effective way to predict likelihood to buy again is with machine learning. With machine learning, you can ingest your customer lists, predict their likelihood to buy again based on the historical data of similar shoppers, and plug your highest-scoring customers right back into your stack, no PhD required. With your repeat purchasers in your stack, you're ready to kick off a campaign to bring them closer to their next purchase.

Faraday makes predicting repeat purchasers among your customers intuitive & easy, and delivering them to any channel in your stack a breeze.

With repeat purchaser predictions in HubSpot, you'll give your team the ability to focus on the customers that are most likely to come back for more.

Follow the steps below to get your repeat purchasers predictions into your HubSpot account.

In this guide, we'll show you how to:

  • Organize your customer data into cohorts
  • Describe predictive models for repeat purchasers with outcomes
  • Deploy repeat purchasers predictions to HubSpot using Pipelines

Getting started with repeat purchasers in HubSpot

Make sure you have a Faraday account (signup is free!) and that it's not in test mode.

Requirements for this repeat purchasers recipe

You'll need the following cohorts available in your Faraday account:

Screenshot of the cohorts listing that includes Customers and Repeat purchasers

Building predictions for repeat purchasers in HubSpot

Now you'll create the prediction objective(s) necessary to complete this use case with Faraday.

Describe your repeat purchasers predictions with outcomes

Outcomes use machine learning to predict whether or not people will exhibit a certain behavior.

Creating an outcome for likelihood to buy again.

Let's make an outcome for likelihood to buy again.

  • In the navigation sidebar, choose Outcomes. Screenshot of the outcomes list
  • Click the New outcome button.
  • Fill out the form:
    • For Eligibility cohort, pick the cohort that best represents your customers.
    • For Attainment cohort, pick the cohort that best represents your repeat purchasers.
    • Leave Attrition cohort blank.
    • Skip over Trait blocking.
    • Enter a memorable name, like "Likelihood to buy again". Screenshot of the new outcome form, filled out
  • Click the Save outcome button.

Faraday will do some magic in the background, so you can proceed with the rest of the instructions. When your outcome is done building, you'll get an email, and you can review your outcome.

Using Pipelines to deploy predictions to your stack

Now you'll configure the pipeline that deploys your predictions to hubspot.

Create your pipeline for repeat purchasers in HubSpot

  • In the navigation sidebar, choose Pipelines. Screenshot of the pipelines list
  • Click the New Pipeline button.
  • Fill out the form:
    • For Payload, choose the following:
      • Outcome: Likelihood to buy again
    • For Population to include, choose the following:
      • A cohort representing your customers
    • For Population to exclude, choose the following:
      • A cohort representing your repeat purchasers
    • Enter a memorable name, like "Repeat purchasers in HubSpot". Screenshot of the new pipeline form, filled out
  • Click the Save pipeline button.

Your pipeline will start building in the background. You can proceed immediately with the next set of instructions.

Deploying your pipeline to HubSpot


  • In the Deployment area, find the CSV module and click Add. Screenshot of the ready pipeline with no targets yet
  • Fill out the popup:
    • Choose the Identified option.

    • Choose Human friendly column headers.

  • Click the Next button. Screenshot of the new target form, filled out
  • Expand the Structure section of Advanced Settings
    • From the dropdown, select the hubspot preset. Screenshot of the second page of the new target form, filled out
  • Click the Finish button.
  • Click the Test deployment button and confirm the results meet your expectations. Screenshot of a target after hitting its test button the first time Faraday will finish building your pipeline in the background. When it's done, you'll get an email—return to the pipeline and click the Enable pipeline button to activate it.

How to use your repeat purchasers predictions in HubSpot

With your pipeline deployed, it's time to plug your repeat purchase scores into HubSpot. Follow the steps below to see each HubSpot contact enriched with their repeat purchase score.

Importing your repeat purchase scores CSV into HubSpot

  1. In your Faraday pipeline, click the Download CSV button under the deployment to download your churn scores as a CSV.
  2. Navigate to HubSpot's import wizard via Contacts > Contacts > Import, select start an import on the left, and click next.
  3. Select file from your computer on the left, since you're uploading a contact list that you intend to reach out to, rather than the other option of an opt-out list. Click next.
  4. Select one file and click next.
  5. Select one object, as we're only handling contact data. Click next.
  6. Select contacts, and keep selections in "activities" blank. Click next.
  7. Select your CSV, and click next.
  8. In data mapping, ensure email is matched correctly, as it is used by HubSpot to match contacts in your CSV to their HubSpot record.

Image of HubSpot import mapping

Under the "Import as" column, key rows to map to "Contact properties" are email and the percentile row outlined in step 9.

  1. In the final row, "fdy_outcome_propensity_percentile", ensure the "Import as" column selection is contact properties, click choose or create property, then create a new property.
  2. Under "Group", select contact information, as the property you're creating is for the contact card.
  3. Give the new property an appropriate label, such as "repeat purchase score."
  4. Optionally give the new property a description,, such as "Faraday's repeat purchase score, or the percentile the customer is in based on their predicted likelihood to buy again." Click next.

Image of new HubSpot property

  1. Change "field type" to number under "values," as the percentile is numeric. Click next.
  2. Click create to finish creating the new HubSpot property for percentile, and ensure the new property is selected in the final row (step 9).
  3. Click next to move onto the final stage of the import, where you can name the import.
  4. If desired, tick the box for create a list from this import, which will save you a step when preparing to launch a campaign to target these repeat purchasers. Additionally, you can tick set these contacts as marketing contacts so that they are able to receive communication from you.
  5. Click finish import to wrap up. If you ticked the box to create a list in step 16, you can begin to plan a campaign to intervene just in time to keep your customers on board.

🔒 It's a best practice to permanently delete any file that contains personally identifiable information (PII) after use. Any deployment from Faraday that is unhashed contains PII, and should be deleted after uploading it to your destination for security purposes.