Reporting & Analytics

COcampo5
Participant

Report on Marketing Emails Driving Booked Meetings

SOLVE

is it possible to create a report where we can identify which marketing emails produced a booked meeting? My goal is to create a report/visualization of which emails drove most bookings. Not just the people who have clicked the CTA to book a meeting, but actually those people who have actual meetings booked

 

We are using Hubspot meetings. 

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Report on Marketing Emails Driving Booked Meetings

SOLVE

Hey there @COcampo5 - welcome to the Community! 

 

Yes, it is possible to create a report in HubSpot that identifies which marketing emails produced booked meetings, but the specific approach depends on your HubSpot subscription level and how your meetings are being booked.

 

If you have Professional or Enterprise tiers, you can create a custom cross-object report that links marketing emails to booked meetings. 

 

Here's what that could look like:

  1. Create a custom cross-object report using Contacts and Activities as the data sources.
  2. Set up filters:
    • Activity type: Meeting
    • Activity date: Choose your desired time frame
    • Original source (Contact): Filter for marketing-related sources
  3. In the Visualization tab, include:
    • Activity assigned to (Activity)
    • Count of Contacts
    • Original Source (Contact)
    • Email campaign name or other relevant email identifiers

This report will show you which meetings were booked in relation to specific marketing emails or campaigns.

 

A HubSpot Starter subscription has limited options, but you can still access some default reports related to meetings by navigating to Reporting & Data > Reports, then Create report and searching for "meeting" in the search bar. 

 

Since you're using HubSpot's meeting tool, you can also create a single object activities report that includes the "Meeting source" property. This can help you identify where meetings are coming from, including those booked through marketing emails.

 

Hope that helps!

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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2 Replies 2
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Report on Marketing Emails Driving Booked Meetings

SOLVE

Hey there @COcampo5 - welcome to the Community! 

 

Yes, it is possible to create a report in HubSpot that identifies which marketing emails produced booked meetings, but the specific approach depends on your HubSpot subscription level and how your meetings are being booked.

 

If you have Professional or Enterprise tiers, you can create a custom cross-object report that links marketing emails to booked meetings. 

 

Here's what that could look like:

  1. Create a custom cross-object report using Contacts and Activities as the data sources.
  2. Set up filters:
    • Activity type: Meeting
    • Activity date: Choose your desired time frame
    • Original source (Contact): Filter for marketing-related sources
  3. In the Visualization tab, include:
    • Activity assigned to (Activity)
    • Count of Contacts
    • Original Source (Contact)
    • Email campaign name or other relevant email identifiers

This report will show you which meetings were booked in relation to specific marketing emails or campaigns.

 

A HubSpot Starter subscription has limited options, but you can still access some default reports related to meetings by navigating to Reporting & Data > Reports, then Create report and searching for "meeting" in the search bar. 

 

Since you're using HubSpot's meeting tool, you can also create a single object activities report that includes the "Meeting source" property. This can help you identify where meetings are coming from, including those booked through marketing emails.

 

Hope that helps!

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
BérangèreL
Community Manager
Community Manager

Report on Marketing Emails Driving Booked Meetings

SOLVE

Hi @COcampo5,
 

Great question, thank you for asking the Community!

I'd like to share these articles that might help you:

- Create a report with journey analytics: Create a report with journey analytics to view the impact of every interaction a contact has with your business and find out which touchpoints work best for attracting customers. You can add meetings and marketing emails as a touchpoint 🙂

- Create attribution reports: Use attribution reporting to see the interactions that your contacts have along their customer journey. You can then use different attribution models to attribute credit to assets and interactions in a way that makes sense for your business. 
- Understand attribution reporting

I'd be happy to put you in touch with some of our Top Experts: Hi @StjepanGrcic, @danmoyle and @KTownsend do you have suggestions to help @COcampo5, please?

Thank you so much and have a fantastic day!

Best,
Bérangère


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