Email Performance includes Open Rates, Email Campaigns, and more.
HOW TO REPORT ON
How to report on Email Performance
You can use Basic or Custom Metrics to report on Email Performance from your HubSpot Marketing portal.
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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 Metric Builder for HubSpot Marketing (Emails).
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
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 on the Professional and higher plans. 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
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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.