Mastering Daily Automated Email Reports in HubSpot: A Community-Driven Guide for E-commerce

As experts living and breathing HubSpot and e-commerce, we at ESHOPMAN know how crucial it is to keep a pulse on your marketing efforts. This is especially true for automated emails – those workhorses of your customer journey, from welcome series to abandoned cart reminders. But sometimes, getting those daily performance metrics can feel like pulling teeth.

Recently, we spotted a fantastic discussion in the HubSpot Community that really resonated with a common challenge many of you face: trying to set up a simple table showing daily delivered volume, opens, and clicks for an automated email. The original poster, like many of us, was hitting a wall. Their attempts either showed only the first sent date, duplicated data across dates, or an AI bot's suggestion prevented filtering for a single email.

The Daily Email Reporting Conundrum in HubSpot

This isn't just a minor annoyance; it's a real barrier to understanding the day-to-day impact of your automated sequences. Are your abandoned cart emails performing better on weekends? Is your daily digest email seeing a dip in engagement mid-week? Without granular daily metrics, these insights are elusive.

The core of the problem, as one of HubSpot's top community contributors pointed out, often lies in how the date property and data source are configured. HubSpot's reporting capabilities, while powerful, sometimes require a specific approach when you need granular, daily breakdowns of automated email activity.

Why It's Tricky: Data Sources and Date Properties

When creating custom reports in HubSpot, the choice of your primary data source significantly impacts what metrics you can pull and how they can be filtered. For email performance, you typically work with:

• Marketing Email Analytics: Provides aggregate data for your emails (e.g., total opens, clicks, delivered).
• Marketing Email Activity: Focuses on individual events (e.g., an email being opened, clicked, or delivered to a specific contact at a specific time).

The challenge arises because filtering aggregate data by a daily date range doesn't always yield the desired daily *event* counts, particularly for metrics like opens and clicks, which can sometimes default to all-time totals when pulled from certain sources with specific date properties.

Community Wisdom: The Workaround for Daily Stats

Thankfully, the community stepped up with some excellent insights. Here's what we learned from the collective wisdom, expanded with actionable steps for a comprehensive solution:

1. One Metric, One Report (for Daily Events)

The most significant takeaway is that, for now, you'll likely need to create a separate report for each daily metric you want to track. This might seem counter-intuitive if you're used to seeing all metrics in one table, but it's the most reliable way to get accurate daily event data.

For Daily Delivered Volume:

• Data Source: Start a custom report using Marketing Email Analytics.
• Choose Chart Type: A table or line chart works well.
• X-axis/Date Property: Select 'Scheduled event timestamp' and group by 'Day'.
• Y-axis/Metric: Choose 'Delivered Volume'.
• Filters: Add a filter for 'Marketing email name is [Your Automated Email Name]' to specify the exact email you're tracking. You can also add a date filter like 'Scheduled event timestamp is in the last 7 days' or 'is Today' for a current snapshot.

For Daily Opens and Clicks (Event-Based):

This is where the nuance highlighted in the community discussion comes in. To get true daily *event* counts for opens and clicks, you need to shift your data source focus:

• Data Source: Start a custom report using Marketing Email Activity.
• Choose Chart Type: Again, a table or line chart.
• X-axis/Date Property: Select 'Email event date' or 'Activity date' and group by 'Day'.
• Y-axis/Metric: Choose 'Count of Marketing Email Activities'.
• Filters:
  1. Add a filter for 'Marketing email name is [Your Automated Email Name]'.
  2. Add a crucial filter: 'Email event type is [Opened]' for your opens report, or '[Clicked]' for your clicks report.
  3. Apply your desired date filter, e.g., 'Email event date is in the last 7 days' or 'is Today'.

By creating separate reports for each metric using the appropriate data source and date property, you ensure you're capturing the daily events accurately.

2. Consolidate with Dashboards

Once you have your individual daily reports, the best way to view them together is by adding them to a custom dashboard. You can arrange them side-by-side, creating a comprehensive daily overview of your automated email's performance. You can even set up daily email delivery of this dashboard to your inbox, keeping you informed without manual checks.

Why Granular Daily Data is Essential for E-commerce Success

For store operators, especially those leveraging the power of HubSpot CRM WooCommerce integrations or building their storefront directly within HubSpot with ESHOPMAN, these daily insights are invaluable. Automated emails are the backbone of customer engagement in e-commerce:

• Welcome Series: Are your new subscribers engaging with your first few emails? Daily stats can show immediate drop-offs or strong initial interest.
• Abandoned Cart Reminders: Are these critical emails prompting action? Daily open and click rates can reveal if your messaging is effective on a given day.
• Post-Purchase Follow-ups: Are customers interacting with review requests or product recommendations?
• Promotional Campaigns: For daily deals or limited-time offers, knowing daily engagement is non-negotiable for rapid optimization.

Understanding these daily trends allows for agile optimization. You can quickly identify underperforming emails, test new subject lines, adjust send times, or refine content to boost engagement and, ultimately, conversions. This level of detail helps align your marketing efforts with your RevOps strategy, ensuring every touchpoint contributes to your bottom line.

While many start their online journey with simpler website builders or a free Weebly alternative, the power of a comprehensive platform like HubSpot for e-commerce, especially when paired with solutions like ESHOPMAN, truly shines when you can deeply analyze every customer touchpoint. It moves you beyond basic traffic numbers to actionable insights that drive growth.

Beyond Basic Reporting: ESHOPMAN's Role

At ESHOPMAN, we understand that HubSpot's robust capabilities are key for scaling e-commerce businesses. Our platform seamlessly integrates your storefront directly into HubSpot, transforming it into a powerful e-commerce engine. This means your customer data, orders, and marketing activities are all in one place, making the insights from these detailed email reports even more impactful.

By having your e-commerce operations fully integrated, you can leverage HubSpot's CRM to its fullest, segmenting audiences based on email engagement, purchase history, and more. This allows for hyper-personalized automated email sequences that truly resonate, further amplifying the importance of monitoring their daily performance.

Conclusion

While getting daily automated email stats in HubSpot might require a multi-report approach, the insights gained are well worth the effort. By following the community's wisdom and leveraging HubSpot's powerful reporting tools, you can keep a close eye on your automated sequences, ensuring they are always performing at their peak. Proactive reporting isn't just about numbers; it's about understanding your customers and continuously optimizing their journey for unparalleled e-commerce success.