See Marketing Email Activity in Company View

[fannykuhn]

Hello!

We have recently started working with marketing emails in Hupspot. When I go to a certain contact, I can see that a certain marketign email was sent to this person, which is great. I wonder, how can I make the same thing show in the Company view for the Company that the contact is associated with? 

To clarify, I want to see all the marketign email activity (sent, opened) for each of the associated contacts, in the Company view. Is this possible somehow? 

Many thanks, 

Fanny 

[ABondareva]

Greetings, Nynke
Respectfully, the distinction between a marketing database and a CRM/Sales database doesn´t work in this case.
Because Contacts and the Company are both stored in the CRM/Sales database, if that is the case, then why are emails displayed at Contacts at all?
If that were the case, no marketing emails would appear on CRM/Sales-related pages, which would imply they wouldn't appear in Contacts. However, they are
So, I only can explain that there is some bug or undeveloped feature in Hubspot. Or I would like to hear another explanation why it's not working

[JenWallace]

I actually have the same concern and question.  If you found a way around it, can you please share.  To send our sales contacts at companies a company email, say a program update, it has to be sent through the Marketing email platform, using marketing hub.  It is important to track who received and opened it at a company level.  Legally we have to show the data on renewal messages etc.  Those are all sent out via Marketing emails.  And setting up every customer as a "target account" isn't feasible either.  So if there is some other way to accomplish this I would appreciate the insight.  Thank you

[fannykuhn]

Hello Jen, sady I never found a solution to this - only to click into each contact to check. 

I hope that they listen to us and improve the view! Best of luck, 
Fanny 

[Nynke_HM · Accepted solution]

Hi @fannykuhn ,

To my knowledge this is not possible, because the entity Company is a CRM/Sales entity and does not register any marketing activity, only sales ones. For example one-to-one sales emails to contacts associated with the company, will be featured there. But marketing activities such as page visits, email or ad activity will not.

BUT If you are on a HubSpot Professional license, you have probably noticed the newly added Target Accounts  item in the Contacts menu. This is an Account Based Marketing tool that will provide you with some extra information. If you take a look on the Company record, you'll notice a 'Account overview' section in the right sidebar. This is linked to the information the ABM tools gather. You will be able to see 'latest engagement' and here marketing activities will be featured. Paid Sales Hub users will be able to see more info.

Of course, you could probably build work-arounds with workflows to fill extra marketing info in company properties - but I think that's not worth the effort. Since viewing the marketing activities of the associated contacts of a Company or Contact is just a click away.

Hope this helps!

Kind regards,

Nynke

[sleong]

Hello all, I just wanted to clarify that the 'latest engagement' column in Target accounts doesn't include marketing emails or emails to multiple contacts.

[fannykuhn]

Thank you very much, this was a very helpful explanation!