Popular Use Cases: HubSpot Email Performance

Email Performance includes Open Rates, Email Campaigns, and more.

HOW TO REPORT ON

  • Email Performance
  • Email Campaigns
  • How to report on Email Performance

    You can use Basic or Custom Metrics to report on Email Performance from your HubSpot Marketing portal.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Calculated Metrics
  • Popular Templates
  • Basic Metrics to report on Email Performance

    There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Email Performance. This includes "Emails Clicked," "Total Emails Sent by Title (by Last updated)," and "Total Emails Opened by Title (by Create Date)." 

    To view these Metrics in Databox, navigate to  Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Email" in the Search bar to view all Email-specific Metrics. 

    Add any significant Email Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking  + Add to my Metrics

    To view the performance of a specific Email on a Databoard, use Metrics that have "by Email" in the Metric name. You will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Email). Learn how to select a specific Email on a Datablock here

    Custom Metrics to report on Email Performance

    Custom Email Performance Metrics can be built using the Query Builder for HubSpot Marketing (Emails)

      Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

    Using this Query Builder, you can create Custom Metrics to report on Metrics like "Sent," "Bounced," "Unsubscribed," "Spam Reports," and more. You can select specific Emails to report on, or you can use Filters to differentiate between emails based on the Email Name. 

    This is especially valuable if you have a naming convention for emails in your HubSpot portal. For example, if all Marketing Emails have "Mktg" in the Email Name, you can add a Filter to only include data for Emails whose name contains "Mktg" to report on Marketing Email Performance. 

    Calculated Metrics to report on Email Performance

    It's often valuable to report on Email Rates, such as "Email Open Rate" and "Email Click Rate." These Metrics can be created using Data Calculations

      Data Calculations is available in Plus and Business Accounts. Agency Basic Accounts have access to Data Calculations in the Agency Account only. Request a trial of Data Calculations by following these steps.

    For example, to calculate "Email Open Rate," you can use the equation "Emails Opened" divided by "Emails Delivered." 

    You may also want to report on the Email Open Rate for specific emails. 

    Rather than creating a new Calculated Metric for each Email, you can use the equation "Emails Opened by Email Title (by Create Date)" divided by "Emails Delivered by Email Title (by Create Date)" without selecting a specific Dimension for either. 

    The resulting Calculated Metric will report on "Email Open Rate by Email Title (by Create Date)." 

    To view the Email Open Rate of a specific Email, you will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Email). Learn how to select a specific Email on a Datablock here

    Popular Templates to report on Email Performance

    How to report on Email Campaigns

    IN THIS SECTION

  • Basic Metrics
  • Popular Templates
  • Basic Metrics to report on Email Campaigns

    There are a variety of Basic HubSpot Marketing Metrics available in Databox that allow you to analyze your Email Campaigns. This includes "Emails Opened by Email Campaign," "Emails Clicked by Email Campaign," and "Contacts Lost by Email Campaign." 

    To view these Metrics in Databox, navigate to Metrics > Metrics Library and select HubSpot Marketing from the Data Source drop-down. Enter "Email Campaign" in the Search bar to view all Email Campaign Metrics. 

    Add any significant Email Campaign Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking  + Add to my Metrics

    To view the performance of a specific Email Campaign on a Databoard, set up your Datablock in a way that prompts you to select a specific Dimension (Email Campaign). Learn how to select a specific Email Campaign on a Datablock here

    Popular Templates to report on Email Campaigns

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