topic Re: sales email templates report on effectiveness in Sales Email

Report on effectiveness of sales email templates

RDzwonkowski — Wed, 26 Feb 2025 12:57:45 GMT

we would like to be able ot make a report that shows us which email templates are more or less likely to get opens and clicks based on iteraction. notably, these are sales emails and not marketing emails and are sent by a human.

Re: sales email templates report on effectiveness

kennedyp — Fri, 04 Oct 2024 22:44:34 GMT

Hi @RDzwonkowski! Welcome to the Community-- happy to have you here 😊

Currently, there would not be any way to outright evaluate the potential effectiveness of Sales email templates, but you can analyze their historical effectiveness using the sales content analytics tool. Sales content analytics tools will pull in all historical data, including any data gathered prior to upgrading from HubSpot's free tools.

I'd also like to invite some experts to share their tips & tricks for evaluating sales template performance. Hey @beeginman, @AdamLPW, @Alex_Elborn, @HubSpot_Corey do any of you have tips, tricks, or best practices to share? Thanks!

Best,
Kennedy

Re: sales email templates report on effectiveness

HubSpot_Corey — Wed, 26 Feb 2025 12:56:58 GMT

Hi @RDzwonkowski and thanks for the tag @kennedyp

I believe you might be wanting to use the "Sales Email" data source in the Custom report builder as shown below:

This allows you to report on both clicks and opens as show below:

Hope this is what you were looking for!