Create Dashboard for 1 to 1 Mail Tracking

[maurices]

Hi Guys,

I googled and search this board and couldn't find a solution which surprised me. 

We are sending Mails to our Leads after we called them, we send them directly from the contacts mail one to one with prewritten templates.

Therefore those templates are no marketing mails. We still would like to A/B Test and track the results of those manually sent mails. So far we see in the contact if those mails are received/opend, so the data is available. 

What we would need, is a dashboard which displays this data of the individual sent mails.

I checked the available data to track this, but there's no such entry for 1 to 1 mails. 

I hope anyone had the same issues before and there's a solution to it, hence i regard it as a standard requirement.

[willsmith · Accepted solution]

Have you considered creating a report like this: 
https://community.hubspot.com/t5/CRM/How-to-track-1-1-emails/m-p/344523

Then place the report with similar reports on a dashboard?
I hope this helps. 
-Will

[webdew]

Hi @maurices,

You can track emails from the report. Steps:
Go to Reports > Repoers > Click Report library in right corner 
On the left side, click checkboxes for both Email and Sales Team
There seems to be some reports that can help with the end goal: Team activity totals & Activity leaderboard by rep with type breakdown

SS: 

Hope this helps!

[maurices]

Thanks for your reply! This would be the solution for our sent marketing mails, unfortunately we send 1 to 1 Mails from the contact directly, using templates. Maybe i could change that to sending Marketing Mails tho, not sure how easy this change would be though. Maybe you can give some more input on this. Thanks!

[lynton]

The 1:1 tracked emails are available in HubSpot dashboard reports as Sales Activities. You'll find them in the cross-object report builder. You'll see email properties listed, however, the open/click status is not included in the available in reports.

[maurices]

Thanks for your reply. I'm not quite sure if I get that right, what 1 to 1 mail properties should I see listed there? 
As you mentioned the open/click rate is not available, which is strange because the information is available on contact level. 

[PamCotton]

Hello @maurices, great question! I will add some top experts to share their thoughts,  @willsmith, @webdew @lynton  what would you recommend to @maurices matter?

Thank you,

Pam