HubSpot Ideas

ldyer

Customize Columns for Exporting Email Recipient Report

Hi when exporting a sent email report, is there a way to customize the columns? e.g i want to export the report with the recipients' name and company name at minimum. In order to provide the sales/executive teams with key insights (who clicked and what links did they click on) alongside basic contact properties, it seems this would be a no brainer.  In my report it only shows a column with their email address which is not helpful.  

 

7 Replies
schan
Contributor

This option would be extremely useful. Even if the report's columns aren't customizable yet, adding the First Name, Last Name and Company Name would be helpful in the meantime.

 

I understand there is the option to press actions > add to new list and then edit the columns that you want to export, but then you would have to add all the columns from that other report to see the performance of that specific email. The properties you can add only allow you to analyze the email that was last sent and doesn’t seem to give you an option to choose a specific email.

kaitlintobak
Member

I agree! This would be a great feature to add. I would love to be able to include contact information (name, company, etc.) and list(s) they're on.

 

This would be beneficial in both the reports and the marketing email recipient list exports.

Wolfe18
Member

I agree.  Looking to see what links were clicked on and how many times they clicked on each would provide the person following up the approriate information. 

HenrikW73
Member

Couldn't agree more. This would be very helpful.

 

I just sent out an email that was quite important, so my Sales department need to know who have read it. With name and company columns in the report they wouldn't have to decipher peoples email addreses.

JenMiller13
Member

Being able to see the person's name and company when exporting the email list of who opened and clicked is extremely important to our sales team. Just providing email addresses isn't enough.

ALoesch
Member

Yes, I could not agree more. This seems like basic functionality that should be standard. It is NEVER useful to only see someone's email address. 

machinesTMT
Member

Agreed. Having to create a new list and add company name, phone number, contact name in manually for every single email is extremely time consuming. Exporting only an email address is not enough information for a sales team