Report on emails that drove most bookings

[HElliott1]

My goal: to create a report/visualization of which of our emails drove the most bookings. In HS, I am able to create a list of people who have clicked X link in X email AND saw the booking confirmation page. But that's about it. I would love to have a report that I can easily look at and identify which emails are driving the most bookings. Actually not love... i NEED this report haha to demonstrate the value in our email marketing program. Any guidance or thoughts on this?

[andrus · Accepted solution]

Could you set this report up in a web analytics tool instead? Define meetings booked as a Conversion (depending on setup this can be done on your own or with help from a developer), then make sure all emails are UTM-tagged correctly and look at a report of Conversions per campaign kind of thing. 

Alternatively, does your current setup of integrating Calendly and HubSpot add a "Meeting booked" event to Hubspot? 

The integration we've built logs an Event to a Contact's timeline, and you could then build Lists of people that have booked a meeting AND clicked on one of the marketing emails. (The integration also lets you sync more Calendly submission data into Hubspot, learn more here)

[Olivia_Bagnall]

@HElliott1 Hi Elliot 🙂 

Are you using HubSpot meetings to make you bookings? If not, what software do you use and is it integrated with HubSpot? 

My initial thought here woul dbe to use a cross-object custom report using Marketing emails and sales activities as the two data sources, however, whether this will work completely depends on how these bookings are beeing made and stored in HS. 

Let's discuss further here 🙂 

Olivia Bagnall Inbound Consultant and Project Manager Baskey   o.bagnall@baskey.eu www.baskey.eu Rheingasse 14, 50676 Köln

</br > </br > Leo Lehrbaß & Brian Mackey Baskey GbR, Rheingasse 14, 50676 Köln

[HElliott1]

Nope, we are using Calendly and it is integrated with hubspot. I'm not sure
a cross-object report is possible?