# Email reporting for emails sent before customer

**URL:** <https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092>\
**Category:** Reporting & Analytics\
**Created:** [January 3, 2023, 8:04am UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092 "2023-01-03T08:04:18Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![squigglebit](https://avatars.discourse-cdn.com/v4/letter/s/74df32/32.png) [@squigglebit](https://community.hubspot.com/u/squigglebit)\
**Post date:** [January 3, 2023, 8:04am UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/1 "2023-01-03T08:04:18Z")

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Is there a way to report on the number of emails a contact was sent before they became a customer?

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 3, 2023, 8:20am UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/2 "2023-01-03T08:20:54Z")

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Hi @squigglebit,

Not out of the box and not easily historically, unfortunately.

Here’s how you could approach this going forward: You could set up a workflow that re-enrolls contacts when ‘_Marketing emails delivered_ is known AND _Lifecycle stage_ is any of [all your lifecycle stages before customer]’. You then copy the value from _Marketing emails delivered_ into a new custom number property _Marketing emails delivered (opportunity or earlier)_. In the workflow settings, you would select that contacts should be unenrolled when contacts do not meet the enrollment criteria anymore.

This workflow would copy the number of emails delivered until they turn into a customer – then it freezes the number in _Marketing emails delivered (opportunity or earlier)_.

Keep in mind that this number is only correct for new contacts who have not received any marketing emails before. Otherwise it’s lower than what it should be.

If you want this information historically, it’s unfortunately complicated. You would [export the property history](https://knowledge.hubspot.com/crm-setup/organize-and-export-properties#export-a-property-s-historical-data) for _Marketing emails delivered_ and would have to compare this export to another export of the _Became a customer date_ for each contact. You would then have to prepare an import file in such a way that it includes the last value of _Marketing emails delivered_ before the _Became a customer date._ At the end, you should have a two columns in your import file: the email address and the _Marketing emails delivered (opportunity or earlier)_. (If you’re an Excel wizard, this’ll be easy. Otherwise, it’s very likely frustrating.)

Regardless of which option you choose, you can then build a report based on this new property under Menu \> Reports \> Reports \> Create report \> Single object \> Contacts.

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

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**Author:** ![squigglebit](https://avatars.discourse-cdn.com/v4/letter/s/74df32/32.png) [@squigglebit](https://community.hubspot.com/u/squigglebit)\
**Post date:** [January 3, 2023, 10:45am UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/3 "2023-01-03T10:45:47Z")

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@karstenkoehler thank you so much for your help. Does this look correct to gather that data going forward?  
Adding a contact create date is 1/1/23 or after would also allow me to only capture the newer contacts for this year I believe.

The historical data might be extremely difficult, we have over 600k of contacts in our CRM.

 ![Screenshot 2023-01-03 at 10.42.51.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/3/1/3124e82e809394ec2ca853e87e35be830c88afc6.png)

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 3, 2023, 11:01am UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/4 "2023-01-03T11:01:08Z")

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Hi @squigglebit,

Yes, this looks good, as long as you have the setting enabled that contacts should unenroll when they do not meet the enrollment criteria anymore and as long as re-enrollment is enabled for marketing emails delivered.

And yes, adding a create date filter makes sense 🙂

Best regards!

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**Author:** ![squigglebit](https://avatars.discourse-cdn.com/v4/letter/s/74df32/32.png) [@squigglebit](https://community.hubspot.com/u/squigglebit)\
**Post date:** [January 3, 2023, 11:06am UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/5 "2023-01-03T11:06:00Z")

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Yep unenrollment is sorted for when they no longer meet the criteria.  
That’s great thank you for your help 🙂

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**Author:** ![squigglebit](https://avatars.discourse-cdn.com/v4/letter/s/74df32/32.png) [@squigglebit](https://community.hubspot.com/u/squigglebit)\
**Post date:** [January 3, 2023, 1:41pm UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/6 "2023-01-03T13:41:21Z")

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@karstenkoehler just wanted to check this is correct with the re-enrollment, just came back and looked at the workflow again and second guessed myself

 ![Screenshot 2023-01-03 at 13.40.15.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/3/f/3f927844eec8fd76a498d96e81b5ba588142a40d.png)

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 3, 2023, 1:42pm UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/7 "2023-01-03T13:42:46Z")

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Hi @squigglebit,

Yes, this is correct. In this context “is known” is the same as “has changed”, so if the number goes up, a contact will re-enroll. Good to go.

Best regards!

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**Author:** ![squigglebit](https://avatars.discourse-cdn.com/v4/letter/s/74df32/32.png) [@squigglebit](https://community.hubspot.com/u/squigglebit)\
**Post date:** [January 3, 2023, 1:48pm UTC](https://community.hubspot.com/t/email-reporting-for-emails-sent-before-customer/72092/8 "2023-01-03T13:48:44Z")

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Thank you, that makes sense. I’m usually ok with the logic but every now and then I just question myself 🙂 appreciate your help
