Reporting & Analytics

HubSpotUser97
Member

Meeting Activity Report

SOLVE

Hi HubSpot Community!

 

I am need of help on how to track and create a view of contacts that has set a meeting from a marketing email. 

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1 Accepted solution
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Meeting Activity Report

SOLVE

@HubSpotUser97 you're welcome. Happy to try and help. When you're using HubSpot's campaigns to keep your content organized, there's a lot you can see in your analytics. Here are a couple of resources: 

You could also build a single-object custom report on meetings (form submissions) with a filter of specific sales reps. It would look like this: 

danmoyle_0-1669207348371.png

 

And finally, in Reports > Analytics tools > Sales analytics you can see reports on meeting outcomes, which you can break down by sales rep. 

 

So, depending on what you find acceptable on the answer (and what question you're truly trying to answer), you can find a lot of data on meetings in your HubSpot reporting. 

 

Hope that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

4 Replies 4
HubSpotUser97
Member

Meeting Activity Report

SOLVE

Thanks Dan! this is very helpful 😊

0 Upvotes
danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Meeting Activity Report

SOLVE

@HubSpotUser97 you can create a view of meeting form filled out, and original source is email marketing, but I don't see a way to specifically track "this meeting link was clicked in an email" unless you use UTM parameters. 

 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
HubSpotUser97
Member

Meeting Activity Report

SOLVE

Thanks Dan for the prompt response!

 

just an additional to my question, is there also a way to gather data of all Meetings from an email campaign? We wanted to get an overview of how many meetings were created from an email that the sales send.

 

 

 

0 Upvotes
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Meeting Activity Report

SOLVE

@HubSpotUser97 you're welcome. Happy to try and help. When you're using HubSpot's campaigns to keep your content organized, there's a lot you can see in your analytics. Here are a couple of resources: 

You could also build a single-object custom report on meetings (form submissions) with a filter of specific sales reps. It would look like this: 

danmoyle_0-1669207348371.png

 

And finally, in Reports > Analytics tools > Sales analytics you can see reports on meeting outcomes, which you can break down by sales rep. 

 

So, depending on what you find acceptable on the answer (and what question you're truly trying to answer), you can find a lot of data on meetings in your HubSpot reporting. 

 

Hope that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/