Analytics for individual emails sent by a sales rep

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Marhow
Member

Is there a way to pull analytics for individual emails sent by a rep (open rate, response rate, click-thru, meetings booked, etc)? The goal would be for reps to assess their own performance on messaging across their accounts, as well as for managers to assess rep performance.

 

I can see the analytics for sequences, marketing emails and templates. However, I can't find any sort of dashboard for looking at individual emails (most of which are personalized) sent by reps.

 

Thank you for any tips!

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Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

Hi @Marhow,

 

In the custom report builder you can choose "Sales Emails" as an object. These do not have to be templates or sequences. You will be able to report on clicks and opens, but not replies. The meetings aspect could be done based on link click, but there is not a specific metric for meetings booked from 1:1 sales emails.

 

Screen Shot 2021-11-23 at 1.36.31 PM.png

 

Josh  




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

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

1 Reply 1
Josh
Solution
Recognized Expert | Platinum Partner

Hi @Marhow,

 

In the custom report builder you can choose "Sales Emails" as an object. These do not have to be templates or sequences. You will be able to report on clicks and opens, but not replies. The meetings aspect could be done based on link click, but there is not a specific metric for meetings booked from 1:1 sales emails.

 

Screen Shot 2021-11-23 at 1.36.31 PM.png

 

Josh  




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

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post