See Marketing Email Activity in Company View

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Mitwirkender

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 

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Stratege | Diamond Solutions Partner

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

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Stratege | Diamond Solutions Partner

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

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Mitwirkender

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

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