Hello,
I’m new to Marketing Hub and want to create a marketing email performance reports that can show the below metrics,
Open rate, click rate, deliveries, bounces, unsubscribes.
I know these metrics can be viewed in each marketing email. However, is there any way to create a report for the same?
Would be great if anyone can guide me in creating a report for the same.
Thanks
Hello @KaKaRoT
It is possible to create a marketing email performance report in Marketing Hub that includes the metrics you mentioned. Here are the steps to do so.
In marketing hub dashboard click on the “report” Click on the “Create Report” button and choose “Marketing Email Performance” from the list of report types. provide name and date range.
In the “Columns” section, select the metrics you want to include in your report, such as Open Rate, Click Rate, Deliveries, Bounces, etc.
“Filters” section, you can apply filters to your report to show data only for specific email campaigns or segments. after all this save your report. You can also schedule it to run automatically and email it to yourself or others on a regular basis. Once your report is saved, you can access it anytime from the Reports tab and view the performance metrics for your marketing emails.
Thanks and Regards
Himanshu Rauthan
Hi @himanshurauthan, thanks for your response. Do I need to create a custom report? Because I do not see the Marketing email performance report type if I follow the provided steps.
Can you please help?
Sorry for the confusion in my previous response. The Marketing email performance report type may not be available in your versions of Marketing Hub. In that case, you can create a custom report by following these steps:
In your Marketing Hub dashboard, click on the “Reports” tab.
Click on “Create Report” and choose “Custom Report” from the list of report types.
Give your report a name and choose the date range you want to analyze.
In the “Columns” section, select the metrics you want to include in your report, such as Open Rate, Click Rate, Deliveries, Bounces, etc.
In the “Filters” section, you can apply filters to your report to show data only for specific email campaigns or segments.
Save your report. You can also schedule it to run automatically and email it to yourself or others on a regular basis.
Once your report is saved, you can access it anytime from the Reports tab and view the performance metrics for your marketing emails.
The email performance and deliverability reports are available on all plans. I can confirm this even on a free plan I also have. The easiest way is as mentioned to grab this from the Marketing --> Email --> Analyze tab with the Engagement and Delivery reports and clicking to save the report from there.
However, the custom report builder that is referenced requires that you have professional or enterprise editions of a hub. Otherwise you will only have access to the original report builder which is very limited.
Hi @KaKaRoT,
Are you intrested in these metrics for your portal overall or by campaign? If so, you can do so under Menu > Marketing > Email > tab Analytics and also save these reports to a dashboard.
There isn’t any area in HubSpot which would let you save the exact metrics from an individual email. You could however simply copy the link from the address bar of your browser when you’re looking at an individual email and embed that entire page on a dashboard: Embed external content on a dashboard
Best regards!