Sales Email

sarahbecherer
Contributor

Looking for help on tracking success for sales outbound campaign

SOLVE

Hi everyone,

 

New to HubSpot and trying to set up some lists/reporting to track the effectiveness of a sales outreach campaign.

 

Just for reference, let's call this the Airport Campaign, and everyone we're reaching out to with Sales emails (using Templates) works for an Airport. 

Effectiveness = getting info about:

 

– Which contacts are in the Airport Campaign (is there a best practice way of tagging/classifying Contacts so we know they're associated with Airports/the Airport Campaign)

– Invalid email addresses (we did a bunch of prospecting and some of the email addresses are not valid so my Sales team needs to update them; can you create a List for this?)

 

– Contacts opening/clicking the sales outreach emails (who in our List of Contacts in the Airport Campaign is actually opening the emails?)

 

Sorry for the extremely broad question – new to this – looking for a scalable and sustainable way of tracking performance for these Sales outbound campaigns moving forward.

Thank you!

 

- SB

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Looking for help on tracking success for sales outbound campaign

SOLVE

Hi @sarahbecherer

 

– Which contacts are in the Airport Campaign (is there a best practice way of tagging/classifying Contacts so we know they're associated with Airports/the Airport Campaign)

  • For this you can add the contacts to a list and use list membership to classify them or use a custom property to classify them

    – Invalid email addresses (we did a bunch of prospecting and some of the email addresses are not valid so my Sales team needs to update them; can you create a List for this?)
    • Create an active contact list and use activity as the primary filtering - from here you can select email send status is any of bounce

Screenshot 2023-11-28 at 10.43.00 AM.png

 

– Contacts opening/clicking the sales outreach emails (who in our List of Contacts in the Airport Campaign is actually opening the emails?)

  • You can create a report that shows a contact name or company and the associated count of sales emails opened

    Screenshot 2023-11-28 at 10.51.08 AM.png
  • You could also use the last sales email open date as a qualifier if you aren't specifically looking for a count

You have a few options here to track the effectiveness of your efforts. There are some limitations on starter, but you should be able to get enough data out to accomplish what you need.

 

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

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Looking for help on tracking success for sales outbound campaign

SOLVE

Hi @sarahbecherer,

 

My apologies, that's from the Custom Report Builder, which would be a limitation on Starter.

 

Unfortunately, you might have to rely on the count of contacts and use a filter of "recent sales email open date is known" on top of your other filters. This will at least give you the number of contacts that have opened sales emails for your campaigns.  

 

Sorry about the confusion!




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

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Looking for help on tracking success for sales outbound campaign

SOLVE

Hi @sarahbecherer,

 

I see that you are displaying by outreach campaign. You could use that same property as a filter and only show the particular campaign(s) you want to see.

 

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

0 Upvotes
sarahbecherer
Contributor

Looking for help on tracking success for sales outbound campaign

SOLVE

Hi Josh! After a long time looking for it, I am unable to find the screen that you screenshotted below for setting up the reports nor can I find the "Count of Sales Opens" criteria in the criteria list. I'll accept your reply as a solution however because you really helped me out with the first two – thanks again, I appreciate it!

0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Looking for help on tracking success for sales outbound campaign

SOLVE

Hi @sarahbecherer

 

– Which contacts are in the Airport Campaign (is there a best practice way of tagging/classifying Contacts so we know they're associated with Airports/the Airport Campaign)

  • For this you can add the contacts to a list and use list membership to classify them or use a custom property to classify them

    – Invalid email addresses (we did a bunch of prospecting and some of the email addresses are not valid so my Sales team needs to update them; can you create a List for this?)
    • Create an active contact list and use activity as the primary filtering - from here you can select email send status is any of bounce

Screenshot 2023-11-28 at 10.43.00 AM.png

 

– Contacts opening/clicking the sales outreach emails (who in our List of Contacts in the Airport Campaign is actually opening the emails?)

  • You can create a report that shows a contact name or company and the associated count of sales emails opened

    Screenshot 2023-11-28 at 10.51.08 AM.png
  • You could also use the last sales email open date as a qualifier if you aren't specifically looking for a count

You have a few options here to track the effectiveness of your efforts. There are some limitations on starter, but you should be able to get enough data out to accomplish what you need.

 

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

0 Upvotes
sarahbecherer
Contributor

Looking for help on tracking success for sales outbound campaign

SOLVE

Thank you, Josh!

 

For the report you recommended, is it possible to restrict to a certain campaign?

 

I created a multi-select checkbox Contact property for "Outreach Campaign" and would like to restrict the report to display only Companies belonging to Contacts with "Off-Airport Operator Q4" activated in that field. 

Thank you again!

 

- SB

 

Screenshot 2023-11-28 at 4.03.06 PM.png

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