topic Re: Reporting on sales email opens and clicks in Dashboards & Reporting

Reporting on sales email opens and clicks

JacquelineOng — Fri, 10 Feb 2023 07:18:09 GMT

Reporting on sales email opens and clicks

You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again?

That’s where the Reports tool in HubSpot comes in. Create custom reports based on sales opens and clicks to quickly see which contacts are engaging with your emails.

To build a custom report:

In your HubSpot account, navigate to Reports > Reports > Create report.
Select Custom report builder, then select your data sources. Set Sales email as the primary data source and select Contacts as a secondary data source.
Select the Table chart type from the Chart section.
Search for Sales email opens under Sales email events. Next, under default measures, select Count of sales email opens then select add to fields. You can also drag the field to the Column section.
Search for the Contact property Email, then select add to fields.
Select Save in the top right when you’re ready to publish the report.

Here’s how an example report could look like:

To create a report based on clicks instead of opens, search for Sales email clicks under Sales email events and repeat the process above.

To drill-down into the data further, add filters to your report.

For example, to see contacts that have opened a sales email recently, add the contact property Recent sales email open date as a filter and specify that the date should be less than 7 days ago.

Creating custom reports with the custom report builder is available for all HubSpot accounts with a Professional or Enterprise subscription. To learn more, check out our knowledge base article here.

Do you have any tips for creating custom reports? Share them with the community below!

If you found this helpful, please mark it as a solution to help others.

Re: Reporting on sales email opens and clicks

danmoyle — Tue, 27 Sep 2022 13:30:05 GMT

Helpful reminder @JacquelineOng. My tip for building custom report is this: First, see which standard reports help you tell your data story. If you don't find what you need in Reports, check out Analytics Tools. Then if you need to build it custom, set up your dataset with your primary data source and the other objects. Finally, put all the properties and measurements you think you'll need in the Fields area:

This helps you keep all your data points available so you can then choose your visualization and build your desired report.

Re: Reporting on sales email opens and clicks

babirossi1 — Fri, 24 Mar 2023 11:23:13 GMT

Hi,

when I selected "Sales Emails" as the primary data source it automatically filters only for Clicks. I want to report on Opens, and this has been my biggest struggle since starting to use this platform. I cannot find an option for changing from clicks to opens in the Custom Report builder.

Barbara

Re: Reporting on sales email opens and clicks

JacquelineOng — Mon, 27 Mar 2023 00:59:25 GMT

Hi @babirossi1 ,

Sales email clicks is indeed the default event that will be chosen, but you can easily switch that to sales email opens if you prefer. It's right below the data source section on the left hand side and then you can choose "Count of sales email opens" to be a field in your report. (please see attached screenshot)

If you're unable to see this in your report, I'd recommend getting in touch with HubSpot Support by logging into HubSpot > Help > Contact Support if you have a paid HubSpot subscription so that the Support team can look further into this for you. Hope this helps!

Re: Reporting on sales email opens and clicks

babirossi1 — Mon, 27 Mar 2023 07:53:02 GMT

Hi!

Thanks for getting back to me. However, this isn't my issue. My issue is in the data source selection phase, where, when selecting "Sales Email" as the Primary data source and contacts as Secondary source, as the original post suggests, it automatically selects only clicks. Please see below (right hand side under Data join info):

Barbara

Re: Reporting on sales email opens and clicks

JacquelineOng — Mon, 27 Mar 2023 09:46:55 GMT

Hey Barbara, @babirossi1

I get what you mean - to clarify, though it shows sales email clicks there, no worries this doesn't mean it's only clicks. That's just the default option chosen which you can easily change later on as you start building the report out.

Have you tried going ahead with actually creating the report? You can follow the steps in the guide above to do so.

From where you're on in the selection of the data sources, you can just click Next in the top right - then as you start building out the actual report, and browsing the data source for Sales email events, you'll see the option I shared above to choose the exact event type for "Sales email opens". That will enable you to see sales email opens in your report.

Hope this helps!

Re: Reporting on sales email opens and clicks

HSchneider8 — Fri, 28 Apr 2023 18:58:05 GMT

Hey, thank you for helping us. Do you know how to show unique open/clicks? It show duplicates.

Re: Reporting on sales email opens and clicks

danmoyle — Fri, 28 Apr 2023 20:22:49 GMT

@HSchneider8 I think it depends on how you're looking at your data. I found two other commununity posts with this question and additional resources that may help:

Hope that helps!

Re: Reporting on sales email opens and clicks

PBerney — Wed, 24 Jan 2024 06:32:37 GMT

Thank you! This is the closest solution I have been able to find that sort of fits what I'm looking for! This needs to be a knowledgebase article, please. 😁

I don't suppose there's a way to filter this by "who" sent the email? I've settled on filtering by Contact Owner for now, but this would also be helpful. Maybe I have to add that dataset in here? Not sure yet...

I've also added a column "Email sent timestamp - Daily" to tell when the email was sent next to how many times it was open.

Thanks again for this content.

Re: Reporting on sales email opens and clicks

coke — Thu, 25 Jan 2024 11:40:44 GMT

Hi @PBerney , if you have access to datatsets, there's much more that you can do.

I recorded this video this morning for one of my customers and I will soon share it in my LinkedIn:

https://www.loom.com/share/1966e47ca16a440e9b6d80c20323864a?sid=c39b295a-09eb-4fb8-861a-e536dcb4203a

Re: Reporting on sales email opens and clicks

CATwell — Wed, 16 Oct 2024 19:08:20 GMT

Am I right in understanding we can't create a chart that has number of emails, number of opens AND number of clicks on the same chart?