Reporting & Analytics

CCollier
Participant

Email sent, opened, and click totals by email send date filtered by Lists

SOLVE

I'm looking to create a report to show emails sent, opened, and click totals by email send date and also using the email list as another filter. How can I do this in the custom reporting?

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Email sent, opened, and click totals by email send date filtered by Lists

SOLVE

Hey @CCollier, thanks for reaching out!

 

I'm not sure how exactly you need this report to be structured or how you'll be using it, but I have some thoughts on a custom report structure that will hopefully get you started!

 

You can try creating a custom report for contactsmarketing email, and marketing email analytics:

 

Screen Shot 2023-05-31 at 9.28.34 PM.png

 

You can then add filters for the marketing email send date and the contact list membership to pull in emails sent within a specific timeline and contacts within specific lists. I think this may be the most helpful to build out in a table format, broken out by marketing email, with displayed properties like these:

 

Screen Shot 2023-05-31 at 9.30.13 PM.png

 

There is a Report Total row at the end up the table, so that will hopefully give you the aggregated email performance metrics you're after!

 

Just in case it's helpful, you could also consider creating a contact report, with the needed list membership filter applied, and then pull in "Last marketing email click date," "Recent sales email clicked date," and the like to get a sense for how recently email engagement is occurring for a particular list.

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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2 Replies 2
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Email sent, opened, and click totals by email send date filtered by Lists

SOLVE

Hey @CCollier, thanks for reaching out!

 

I'm not sure how exactly you need this report to be structured or how you'll be using it, but I have some thoughts on a custom report structure that will hopefully get you started!

 

You can try creating a custom report for contactsmarketing email, and marketing email analytics:

 

Screen Shot 2023-05-31 at 9.28.34 PM.png

 

You can then add filters for the marketing email send date and the contact list membership to pull in emails sent within a specific timeline and contacts within specific lists. I think this may be the most helpful to build out in a table format, broken out by marketing email, with displayed properties like these:

 

Screen Shot 2023-05-31 at 9.30.13 PM.png

 

There is a Report Total row at the end up the table, so that will hopefully give you the aggregated email performance metrics you're after!

 

Just in case it's helpful, you could also consider creating a contact report, with the needed list membership filter applied, and then pull in "Last marketing email click date," "Recent sales email clicked date," and the like to get a sense for how recently email engagement is occurring for a particular list.

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
CCollier
Participant

Email sent, opened, and click totals by email send date filtered by Lists

SOLVE

Thank you, Jacob!

0 Upvotes