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Email marketing performance by property

csaadia
Membro

I'm trying to create a report for a specific email marketing campaign with performance indicators (sent, opened, clicked, spam, etc.) by contact property (such as position, for example) and company (business sector, for example). Can anyone help me?

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hi @csaadia,

 

This can be achieved with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

When you pick primary data source 'Marketing email analytics' and add 'Contacts', you should get access to both the performance indicators and contact properties:

 

karstenkoehler_0-1733641192067.png

 

A table visualization probably makes most sense. Select it, then drag and drop the properties from the left sidebar into X-axis, Y-axis and break down. Don't forget to adjust the date range to your requirements in the filter tab.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hi @csaadia,

 

This can be achieved with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

When you pick primary data source 'Marketing email analytics' and add 'Contacts', you should get access to both the performance indicators and contact properties:

 

karstenkoehler_0-1733641192067.png

 

A table visualization probably makes most sense. Select it, then drag and drop the properties from the left sidebar into X-axis, Y-axis and break down. Don't forget to adjust the date range to your requirements in the filter tab.

 

Let me know if you have any 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.

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csaadia
Membro
Thank you for your guidance, Karsten!

Before I try to build the report, let me clarify what I really need.

The report I would like to build is for a specific email marketing
campaign, showing performance indicators (openings, clicks, etc.) by
contact position and business sector of his or her company, for example.
The email marketing campaign I am referring was sent to all contacts; there
was no list segmentation. Therefore, my intention is to granulate the
results, understanding which contacts engaged the most, which sector
responded the best, etc.

Is this report structured in the same way?

Thank you!
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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

@csaadia @the exact visualisation and filtering is up to you, but yes, you can achieve that with what I have suggested 🙂

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.

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csaadia
Membro
Thank you!
I am going to try!!!

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