If I create a report - Latest source is any of email marketing, doe that only include email campaigns and automatic emails in workflows?
Or if my staff interacts with a customer that is a marketing contact through hubspot, does that also get included in this report?
Hey @VLavinBitetti, good question!
As far as I understand, the “Email marketing” source type includes only regular or automated marketing emails sent from the HubSpot marketing email tool or through a marketing workflow. Links in these marketing emails are automatically appended with HubSpot UTMs/metadata to attribute the click back to that specific email, and that’s what should be upadting the “Recent source” property.
One-to-one emails sent from a team member to an indivudal contact should not be included in the “email marketing” original source. Looking at this HubSpot Knowledge Base article, those emails would be attributed under the “Extension” or “Sales” source drill-down, and it looks like contacts who fit into that category will have “Offline sources” as their “Recent source” value.
Hope this helps!!