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Reports

Analyze marketing emails in the custom report builder (BETA)

Last updated: February 3, 2023

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

When analyzing your marketing emails in the custom report builder, you can access email performance metrics, such as open rate and click-through rate, along with CRM reporting.

Create a report

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Create report.
  • In the Build from scratch section, click Custom Report Builder
  • In the Data sources dropdown menu, you will see three marketing email sources:
    • Marketing email: email property data, such as subject line, campaign name, and sender details.
    • Marketing email activities: the individual marketing email events.
    • Marketing email analytics: a data table of multiple email events.

select-email-marketing-data-source-1

  • Select Marketing email analytics. Then, select any other data sources for your report. Learn more about selecting data sources.
  • In the left panel, use the search bar, click the Browse dropdown menu or click the Filter fields icon and select the data source with the field you want to add. Hover over the property and click verticalMenuActions to view and edit the property details and description.
  • The marketing email analytics properties include:
    • Bounced date: the date of a marketing email's first bounce.
    • Delivered date: the date of a marketing email's first delivery.
    • First clicked date: the date of the earliest link click for a marketing email.
    • First opened date: the date of the earliest open for a marketing email.
    • First replied date: the date of the earliest response to a marketing email.
    • Last clicked date: the date of the most recent link click for a marketing email.
    • Last opened date: the date of the most recent open for a marketing email.
    • Last replied date: the date of the most recent response to a marketing email.
    • Marketing email bounced: the overall count of marketing email bounces.
    • Marketing email clicked: the overall count of marketing email clicks.
    • Marketing email opened: the overall count of marketing email opens.
    • Marketing email replied: the overall count of marketing email replies.
    • Marketing email sent: the overall count of marketing email sends.
    • Marketing email unique clicked: the unique count of marketing email clicks.
    • Marketing email unique opened: the unique count of marketing email opens.
    • Marketing email unique replied: the unique count of marketing email replies.
    • Sent date: the date a marketing email was sent.
  • Click and drag fields from the left sidebar into the channel slots in the Configure tab, or click verticalMenuActions Add to [X].
  • Configure your reports visualization.
  • Save your report.

Learn more about creating reports with the custom report builder.

Example reports

Take a look below at some of the ways you can analyze your marketing emails in the custom report builder.

Campaign open rates by budget

View your campaign open rates by budget with the below configuration:

  • Data sources: Marketing email analytics (primary), Marketing email
  • Chart type: area
  • X-axis: Delivered date - Monthly
  • Y-axis: Marketing email open rate
  • Break down by: Campaign budget

campaign-open-rates-by-budget

Email performance rates by hour of the day

View your email performance rates by the hour of the day with the below configuration:

  • Data sources: Marketing email analytics (primary), Marketing email
  • Chart type: pivot table
  • Rows: Delivered date with a date part of Hour of day
  • Values: Marketing email delivered rate, Marketing email open rate, Marketing email click-through rate, and Marketing email reply rate
  • Fields: Campaign name

email-performance-rates-by-hour-of-the-day

Top 10 target accounts by click-through rate

View your top 10 target accounts by click-through rate with the below configuration:

  • Data sources: Marketing email analytics (primary), Contacts, Companies
  • Chart type: pivot table
  • Rows: Company name
  • Values: Marketing email delivered rate, Marketing email open rate, and Marketing email click-through rate
  • Filters: Target account is equal to True

top-10-target-accounts

 

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