Generate Reports on Opt-in data

Marketing & Content Hub Lead Capture Tools
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1

Hi -

I’m trying to gather data on how many opt-ins we had into a certain subscription type through form submission - so everyone who actively ticked ‘yes’ to the option of being emailed. We use HubSpot’s default GDPR/Data & Privacy Consent to manage and collect these opt-ins.

Unfortunately, I couldn’t find a way to do this. The information is available on a contact by contact basis, but I can’t provide a generic view or data on this.

A lot of contacts have opted in via workflows and these would need to be excluded.

Thanks

2

Hi @SilvanaPSI,

The best way to do this is via active lists. In lists, you can filter for the contact status of a specific subscription (last option in my first screenshot).

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The general opt-in (= confirmation of an email address) is stored in the property Marketing email confirmation status. If a user confirmed by clicking a button in an opt-in email, this would be set to User clicked confirmation. That is also the value you can filter for: Understand double opt-in confirmation status

Best regards!

3

Hello Karsten. Thank you for your explanation.
Can you explain where we can find these filters?

4

Hi @SilvanaPSI,

Good news :slightly_smiling_face: There’s a dedicated data source in public beta now. HubSpot Login and Sign in

Subscriptions event data in Report tool

What is it?

You can now use subscriptions event data (for individual subscription statuses and opt out all events) via the Report tool to build views, easily track and analyze subscriber data over time. Includes source of opt change, status change, date, and more.

Why does it matter?

Gives marketers access to subscription analytics so that they can optimize their email strategy, make data-driven decisions about campaigns, measure list growth, understand why people are unsubscribing, and/or demonstrate the ROI of marketing efforts to stakeholders.

How does it work?

Under Custom Report Builder, select Communication Subscriptions as the primary data source. Also select other required data sources such as Contacts, Companies etc.

When building your report, you will find the following new data points available for use:

  • Brand
  • Email address
  • Phone number
  • Source
  • Subscription status
  • Consent (re: opt out aka unsubscribe all actions)
  • Channel (re: Email, WhatsApp, or SMS)
  • Subscription type
  • Timestamp
  • User

Below are some examples of the reports that you can build:

  • Subscription status changes over time

    • X-axis : Timestamp
    • Y-axis : Count of Communication Subscription Status updates
    • Breakdown by: Subscription Status
    • Description: Visualizes changes in communication subscription statuses over time, highlighting the distinct count of updates each month
    • Data Sources: Communication subscriptions (Primary)
    • Properties to select:

  • Subscription changes by source over last month

    • Description: Get an overview of changes in communication subscription statuses, categorized by their sources, over the past month. It highlights the number of unique updates to subscription statuses, helping you understand which sources are most active in generating these changes.
    • X-axis : Source of change
    • Y-axis : Count of Communication Subscription Status updates
    • Breakdown by: Subscription Status
    • Event filter: Last 31 days
    • Data Sources: Communication subscriptions (Primary)
    • Properties to select:

Callouts:

  • Related report templates are not currently available as part of the beta, but are in progress. More to follow.
  • Inclusive of Email, SMS, and WhatsApp subscription events

Who gets it?

Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise

Best regards!