Report: Engaged Vs Unengaged Contacts in List

[AJurek]

Hi,

I'm looking to create reports that show the percentage of unengaged contacts and engaged contacts in our marketing lists. Has anybody found a good way to do this?

Cheers!

[SMeyer0]

Hi - if HubSpot already calculates low engagement, can we just create a report using HubSpot's calculation?  Is that a property?  How is that stored in HubSpot?  I 'd rather not create a custom property if it's already somewhere in HubSpot (and we're okay with what HubSpot deems as 'unengaged').

[AJurek]

Thanks Karsten! I have lists, what I want to do is create a report for a dashboard that shows the percentage of contacts within those lists we have (i.e newsletter list) that are engaged vs unengaged based on how Hubspot identifies contacts that are included in the "don't send to unengaged list" when sending an email.

[karstenkoehler · Accepted solution]

Hi @AJurek,

To achieve that, you need a custom property and a contact-based workflow. The custom property would be a dropdown select with options unengaged and engaged. In the contact-based workflows, you would enroll all contacts which have ever received an email and then, within an if/then branch, replicate the criteria for the unengaged contacts lists (see the article above). For contacts meeting the criteria, you would set the custom property value to unengaged. For anyone else to engaged.

Let me know if I should explain any step in more detail.

Best regards!

[karstenkoehler]

Hi @AJurek,

There are various ways to approach this. First off, you'll need to decide what constitutes engagement or lack thereof for you.

For a start, you might find this helpful: https://knowledge.hubspot.com/email/what-is-graymail-and-how-can-i-avoid-sending-my-email-to-unengag...

Here are the properties you can use for building lists to identify engaged or unengaged contacts – or to build a workflow to automatically mark a contact as engaged or unengaged.

• Sends since last engagement: the number of marketing emails that have been sent since the last engagement, specifically email open or link click.
• Marketing emails delivered: the number of marketing emails delivered for the current email address.
• Marketing emails bounced: the number of marketing emails sent from your account that hard or soft bounced (this does not include global bounces, that are bounces in any account in HubSpot's system for a permanent reason, such as an invalid recipient).
• Marketing emails opened: the number of marketing emails opened. Please note that this value is incremented at most once per email; if the same email is opened multiple times, this value will only increase by one.
• Marketing emails clicked: the number of marketing emails which have had link clicks.  Please note that this value is incremented at most once per email; if the same link is clicked multiple times, or multiple links in the same email are clicked, this value will only increase by one.
• First marketing email send date: the date of the earliest email delivery for any marketing email.
• First marketing email open date: the date of the earliest email open for any marketing email.
• First marketing email click date: the date of the earliest link click for any marketing email.
• First marketing email reply date: the date of the earliest reply for any marketing email.
• Last marketing email send date: the date of the most recent email delivery for any marketing email.
• Last marketing email open date: the date of the most recent email open for any marketing email.
• Last marketing email click date: the date of the most recent link click for any marketing email.
• Last marketing email reply date: the date of the most recent reply for any marketing email.

By using these properties as list filters, you can define your own criteria for what makes an engaged contact. All contacts that have previously received an email (Marketing emails delivered > 0) who are not on that list would be unengaged.

Best regards!