topic Re: Add Individual Email Reports to a Dashboard in Reporting & Analytics

Add Individual Email Reports to a Dashboard

ANRhodes — Thu, 07 Jul 2022 20:39:28 GMT

We are trying to add individual email reporting KPI to a dashboard, but are struggling on getting a report with the right filters in place.

Our goal is to have 2-3 emails related to an event show valuable KPI metrics on an Event Dashboard, so the dashboard can be a one stop shop for all reporting on how assets are doing for the event. We've managed to easily get info on the forms and landing pages, but struggling with emails. All emails are tagged with the same campaign, if that helps at all.

Anyone have any tips or tricks to make this happen?

Re: Add Individual Email Reports to a Dashboard

danmoyle — Thu, 07 Jul 2022 20:48:37 GMT

Hi @ANRhodes. Here's my suggestion on how to use the HubSpot dashboard "exernal content" feature to bring emails into a dashboard:

Hope that helps!

Re: Add Individual Email Reports to a Dashboard

ANRhodes — Thu, 07 Jul 2022 20:55:01 GMT

You're my hero, Dan! Thank you this works wonderfully!

Re: Add Individual Email Reports to a Dashboard

danmoyle — Thu, 07 Jul 2022 20:56:50 GMT

Happy to help! I learned this "hack" recently from my friend @GeorgeBThomas and keep using it!