How can I report on weekly marketing reach and email frequency in HubSpot?

JGeary
Member

Hello, I'm looking for advice on building a specific report within HubSpot concerning our Marketing Contacts. We need to move beyond simple aggregate volume reporting to better analyse our weekly marketing reach and frequency.

Could you please advise on how to report on the following metrics each week?

  • Marketing reach percentage: Out of our total marketing contacts, what percentage received at least one marketing email during that specific week?

  • Email Cadence/Frequency: What is the average number of marketing emails sent per week to our active Marketing Contacts? (e.g., to determine if we are sending, on average, two emails per week, per customer etc).

Any help to build these would be great as so far I have struggled. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@JGeary it should be just 'timestamp':

 

karstenkoehler_0-1763542505289.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JGeary,

 

This can be achieved with the custom report builder. As data sources, you can select Marketing email activities (primary) + Contacts. https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

Once in the report builder, you can add the 'Count of contacts' on the y-axis, for example, and the timestamp (from marketing email activities) on the x-axis, to see how many unique contacts received an email in a given week.

 

If you add a second y-axis for (Count) delivered emails, you directly get the comparison between contacts vs delivered emails and can determine (visually, by looking at the bars) what the average number of emails per contact is. HubSpot won't spell the exact number out for you but I think this is still the easiest way to have that information at a glance.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JGeary
Member

Thanks for this, for the timestamp property you mention, I cannot seem to find this? Do you have the exact name it would be called under Marketing email activites? 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@JGeary it should be just 'timestamp':

 

karstenkoehler_0-1763542505289.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JGeary
Member

Thanks for your help :slightly_smiling_face: 

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