Sep 27, 2022 5:37 AM - edited Sep 27, 2022 5:39 AM
You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again?
That’s where the Reports tool in HubSpot comes in. Create custom reports based on sales opens and clicks to quickly see which contacts are engaging with your emails.
Here’s how an example report could look like:
To create a report based on clicks instead of opens, search for Sales email clicks under Sales email events and repeat the process above.
To drill-down into the data further, add filters to your report.
Creating custom reports with the custom report builder is available for all HubSpot accounts with a Professional or Enterprise subscription. To learn more, check out our knowledge base article here.
Do you have any tips for creating custom reports? Share them with the community below!
Sep 27, 2022 9:30 AM
Helpful reminder @JacquelineOng. My tip for building custom report is this: First, see which standard reports help you tell your data story. If you don't find what you need in Reports, check out Analytics Tools. Then if you need to build it custom, set up your dataset with your primary data source and the other objects. Finally, put all the properties and measurements you think you'll need in the Fields area:
This helps you keep all your data points available so you can then choose your visualization and build your desired report.