Lists, Lead Scoring & Workflows

MerchantCentric
Participant

Creating a list that shows engagement behavior in a specific campaign

SOLVE

Hi,

 

I would like to create a contact list that shows the engagement behavior of contacts within a specific campaign. I understand that there are properties such as:

 

- Marketing emails clicked

- Marketing emails opened

- Marketing emails replied

 

However, i believe those properties record a contact's engagement over the course of them being in the platform; not in a specific campaign.

 

The goal here is to pull a list of those in the campaign & sort it by the engagement metrics. Those who opened two or more times would be sent to sales for follow up. We don't count the first open since it could be considered unintentional.

 

Is there an alternative way to achieve this?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a list that shows engagement behavior in a specific campaign

SOLVE

Hi @MerchantCentric,

 

This can't be achieved at this stage, unfortunately. Marketing emails clicked, Marketing emails opened and Marketing emails replied are counting how many distinct emails a contact engaged with – this is the number of marketing emails, not the number of clicks, opens and replies. At the moment, these properties can also not be broken down by campaign.

 

If you're looking for the most engaged contacts of a campaign, your best option would be to navigate to the emails of those campaign in HubSpot and scroll down to the Top engaged contacts section. Keep in mind that in general especially the open metric has become very unreliable due to email service providers opening the emails for their users to scan for risks and fraud.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
MerchantCentric
Participant

Creating a list that shows engagement behavior in a specific campaign

SOLVE

Thank you so much @karstenkoehler  for the explination; this makes complete sense now.

MerchantCentric
Participant

Creating a list that shows engagement behavior in a specific campaign

SOLVE

Thank you @karstenkoehler  for explaining. There is a piece of your answer I would appreciate further clarification. 

 

"Marketing emails clickedMarketing emails opened and Marketing emails replied are counting how many distinct emails a contact engaged with – this is the number of marketing emails, not the number of clicks, opens and replies."

 

Here are some real world examples. These prospects were in a 3 week campaign and sent a total of 6 emails.

 

Prosect #1

Marketing Emails Opened = 6

Marketing Emails Clicked = 0

Marketing Emails Replied = 0

 

Prospect #2

Marketing Emails Opened = 5

Marketing Emails Clicked = 2

Marketing Emails Replied = 0

 

Prospect #3

Marketing Emails Opened = 7

Marketing Emails Clicked = 0

Marketing Emails Replied = 2

 

Could you interpret their behavior?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Creating a list that shows engagement behavior in a specific campaign

SOLVE

Hi @MerchantCentric,

 

#1 has opened 6 distinct emails but neither clicked nor replied to any email so far. The 6 emails might be from the campaign, they might also be from recent months. (3 non-campaign emails opened, 3 campaign emails.) They don't have to be in succession, it's not a "streak".

 

#2 has opened 5 distinct emails, again, not necessarily the recent 5. Two out of those were clicked, none replied to.

 

#3 has likely opened all campaign emails but again not necessarily. This contact has, since its creation, opened a total of 7 distinct emails. While they didn't click-through, they replied to two of these emails.

 

Let me know if you have follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a list that shows engagement behavior in a specific campaign

SOLVE

Hi @MerchantCentric,

 

This can't be achieved at this stage, unfortunately. Marketing emails clicked, Marketing emails opened and Marketing emails replied are counting how many distinct emails a contact engaged with – this is the number of marketing emails, not the number of clicks, opens and replies. At the moment, these properties can also not be broken down by campaign.

 

If you're looking for the most engaged contacts of a campaign, your best option would be to navigate to the emails of those campaign in HubSpot and scroll down to the Top engaged contacts section. Keep in mind that in general especially the open metric has become very unreliable due to email service providers opening the emails for their users to scan for risks and fraud.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.