Tracking if contacts have completed specific steps

Marketing & Content Reporting & Analytics
1

I was wondering if there is a way to create a report that shows the following information for a specific list of contacts:

1. Displays specific contact info (name, email, etc)

2. Reports whether a contact has received, opened and/or clicked on email 1

3. Reports whether a contact has received, opened and/or clicked on email 2

4. Reports whether a contact has received, opened and/or clicked on email 3

5. Reports whether the contact has submitted a specific form

6. Displays the data they entered into said form if it has been submitted

The goal is to have an exportable file that can be shared so that we can see where in the process a contact is. All contacts will be a part of the same list. Contacts will all receive email 1, but may not receive one or both of emails 2 & 3. I was hoping to have a table that displays all the info, and for the emails to have a yes or no on whether they have received, opened, and clicked each one.

2

Hi @BrynnHHomes,

One way to get this information would be through the HubSpot API. If development is not an option, then you would have to leverage workflows and custom properties.

The approach would be to set up a custom date property for everything you’d like to show up in the table report.

For example, a contact based workflow would enroll a contact when they interact with email 1, them log that date in a custom date property.

You would that for every interaction you’d like to see in the report. It would also require you to set up everything before the fact - workflows cannot populate information retroactively.

Alternatively, f the end product is an export file anyway, you could also export the form submissions and email data separately, then link everything using VLOOKUP based on the email address. Not fun, but doable.

Hope this helps!