Workflow report for nurture program

[ADeavoll]

I would like to gather a standard email report on a nurture workflow. Please advise how to do this! 

[ADeavoll]

Thank you so very much, Karsten!  This did the trick 🙂

I inherited this nurture program when I started a new position two months ago, and while HubSpot is super intuitive to use, I could not figure out how to report on the full nurture program.  Creating a campaign with all 6 nurture touches and then going through the steps you recommended to create a report got me what I was seeking.  Thank you so much!

[karstenkoehler · Accepted solution]

Hi @ADeavoll,

Could you specify what you're expecting from a standard email report on a nurture workflow?

Generally, I would start with a email performance report. To do this, you first need to associate all nurturing emails with a marketing campaign: https://knowledge.hubspot.com/campaigns/create-campaigns

Once associated, you can navigate to Menu > Marketing > Email > tab Analyze. At the top, set a filter for your campaign. All of the reports below will reflect that filter and you can now save them to a dashboard.

Beyond that, I would always recommend creating two date properties for your nurturing report. One date property is set to the current date at the beginning of your nurturing workflow, one at the end, e.g. Entered nurturing date and Completed nurturing date.

With these properties, you can create simply Count of contacts by date reports under Menu > Reports > Reports > Create report > Single object > Contacts.

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