We have a handful of email nurture series that are set up via workflows. I'm looking to create an email metric dashboard for each of them. I'm able to easily pull open rate, CTR, etc, but I'm looking for a way to pull conversion rate from each of these workflows into the dashboard. Is there an easy way to do so?
This information is only available in the workflow itself, via workflow goals, I'm not aware of any ways to create specific reports from this that could be saved to a dashboard. It's currently not possible.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
When compared to other communication channels, email has a gargantuan advantage – it’s fully trackable in every aspect. As email marketers, you are perfectly aware of email marketing metrics like open, click-through and unsubscribe rates. But, are these email marketing KPIs enough when it comes to determining the success of your email campaign?
Thanks, Karsten! The emails are all tied to a campaign and I was able to create a dashboard yesterday using these steps, however, the conversion rate of each email and the overall series is not available, which is something leadership wants eyes on.
This information is only available in the workflow itself, via workflow goals, I'm not aware of any ways to create specific reports from this that could be saved to a dashboard. It's currently not possible.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer