Email delivery data by Role

Is it possible to get granular email delivery data to see which Role Types opened emails?

Hi @Mirthe_E,

Yes, there are two ways to approach this.

First, HubSpot lets you break down the performance of a marketing email by recipient list. For example, if you have list A, B, and C as recipient lists, you can filter the email metrics by each list after the send:

This of course means that you need to know in advance what you want to filter by. You could break your overall recipient list into smaller lists by common roles or job titles.

Another option would be creating a custom report: Menu > Reports > Reports > Create report > Single object > Contacts

Under Filters, set the the date range to whatever you like. In the Data tab, add Marketing emails opened, then set up the Visualization tab to look like this:

Without custom reports (only available in Professional and Enterprise subscriptions), you would have to create this report outside of HubSpot. Under Menu > Contacts > Contacts, click Actions > Edit columns to add Marketing emails opened, then export the view and build a report in Excel.

Let me know if you have any follow-up questions!

This is great! Thank you so much for your help Karsten.