Email Reports Segmented by Contact Property

Currently in order to segment email data by any contact property you have to do the segmentation up front and associated the segmented lists with an email in order to get email statistics (sent, bounced, delivered, open, click, unsub) by by segment. Another way to do this is to export email statistics and export all contact properties, marry these two data sets up in some database (by contact id or email address).

It would be great to be able to, right on the sent email record, select a contact (or account) property and view the email statistics based on the selected property. Another way to do this might be to add more sophisticated email reports to the report center in HubSpot.

Ultimately, it would be great to see top level email statistics associated with XYZ campaign where contact's first name is Ken or contact's company type is Client OR maybe a combo of all contacts with @ABC.com email domain and department is Sales.

HubSpot updates
5 Replies
Occasional Contributor

Yes! Up vote. Was just going to request this from my rep

Occasional Contributor

I agree! Email is one of our biggest and most used tools, and we often struggle with the same things. We recently asked our HubSpot customer success manager with some help on this, and he was able to put together a dashboard of email metrics for us, that included certain calculated fields, that's helped a lot!

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

@kbarhoover Thank you for submitting! We are currently investigating adding this functionality. Please keep upvoting this and dropping in use cases/ problems you are trying to solve with this functionality. I will update this post with more information as we move along with this project. 

Regular Contributor

I would hope to be able to do this within HubSpot but I have made progress pulling data into a SQL database via the HubSpot APIs and then manipulating the data via Tableau. 

Again, not ideal but looks like it is going to be the solution for us.

Occasional Contributor

We recently tried to do reporting on emails based on certain criteria and then wanted to export that data. So for example, being able to look at emails that include a certain term in the subject like "blog" and then pulling all of the associated data like number of emails sent, click rate etc. We ended up manually copying and pasting the small summary table on the Marketing>Email>Analyze page, but this is less than ideal.