topic Re: Sales Emails Open Rate Report in Dashboards & Reporting

Sales Emails Open Rate Report

JJD2000 — Wed, 23 Oct 2024 12:41:20 GMT

Hey,

My boss wants me to create a report that shows how many of her sales emails are opened within a specific time period. I have tried creating a report, a list or adding filters to contacts but just can't figure it out. Any help would be great.

Thanks

Re: Sales Emails Open Rate Report

karstenkoehler — Wed, 23 Oct 2024 12:45:13 GMT

Hi @JJD2000,

In the custom report builder you should see a data source for "Sales email": https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

That gives you access to sales email opens:

Best regards!

Re: Sales Emails Open Rate Report

JJD2000 — Wed, 23 Oct 2024 13:06:21 GMT

Great thanks. Is it also possible to choose a specific timeframe and sender please? Thanks again

Re: Sales Emails Open Rate Report

karstenkoehler — Wed, 23 Oct 2024 13:04:12 GMT

@JJD2000 sure, simply add "Email sent timestamp" to the report filters.

Re: Sales Emails Open Rate Report

JJD2000 — Wed, 23 Oct 2024 15:04:46 GMT

Thanks that has worked to a point as the amount of emails the report pulling through is way too large. Plus it seems to be internal emails between colleagues as sales emails. Any ideas please? Thanks

Re: Sales Emails Open Rate Report

karstenkoehler — Wed, 23 Oct 2024 18:17:16 GMT

@JJD2000 if you edit the data sources of the report (top left) and add contacts as an additional data source, you can create an additional report filter for "Email domain doesn't contain any of [your company's domain]", that should remove all emails associated to internal contacts. Give it a try.

Regarding the overall volume, I can't do anything about that. If you limit the date range and filter out emails logged to colleagues, then the rest should be the actual amount sent.

Re: Sales Emails Open Rate Report

JJD2000 — Wed, 23 Oct 2024 18:33:41 GMT

Amazing thank you very much, you've been most helpful.