Building a Custom Report with Contact Opens, Delivered, and Bounced

Marketing & Content Hub Reporting & Analytics
1

Hi HubSpot Community,

Is there a way to build a report that tracks email engagement metrics (opens, delivered, bounces) for contacts uploaded to a workflow?

I’d like to automate this process instead of generating the report manually each week.

Thanks in advance!

2

Hi @CJane,

Yes, you can build a custom report to track email engagement (opens, deliveries, bounces) for contacts in a workflow.

Here’s a simple way to set it up:

  1. Create a Custom Report: Go to Reports > Reports, then click Create report and choose Custom Report Builder.
  2. Choose Data Sources: Select Marketing email analytics to pull in the email metrics.
  3. Set Filters: Filter for contacts in the specific workflow and apply metrics like open rates, delivery rates, and bounces.
  4. Automate Reports: Once the report is set, you can schedule it to be sent regularly, so you don’t have to do it manually each week (see this KB article: Share or export reports and dashboards)

I hope this helps.

Jess

3

Hi @CJane,

Yes, with the custom report builder: Create reports with the custom report builder

Here’s what you would do:

  1. Start creating a report under Reporting > Reports > Create report > Custom Report Builder.
  2. Choose my own data sources > Marketing email analytics (primary data source) + Marketing email + Contacts.
  3. Create an active contact-based list of contacts who have entered your workflow, then, in the report builder, find ‘List membership’ in the left sidebar and apply it as a report filter. (Alternatively, if the emails you’re planning to include in the report are only used in this workflow, you can also filter by ‘Email name contains any of’.)
  4. While in the filters, make sure to change the ‘Event timestamp’ filter to your desired date range.
  5. In the ‘Configure’ tab, choose a table visualization.
  6. Drag and drop from the left sidebar into the report area: Email name, Marketing email open rate, Marketing email click rate etc
  7. Save the report
  8. Set up a recurring email like explained here: Share or export reports and dashboards

Let me know if you get stuck anywhere!