HubSpot Automated Email Reporting: Unlocking Daily Performance Stats

Hey ESHOPMAN community! As experts living and breathing HubSpot and e-commerce, we know how crucial it is to keep a pulse on your marketing efforts. Especially when it comes to 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. The AI bot offered a suggestion, but it prevented filtering for a single email, and other attempts either showed only the first sent date or duplicated data across dates.

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 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.

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:

1. One Metric, One Report: The most significant takeaway is that, for now, you'll likely need to create a separate report for each metric you want to track daily (delivered, opened, clicked). This might seem counter-intuitive if you're used to seeing all these metrics in one place, but it's the current path to accurate daily data.
2. Leveraging the Right Data Source: While the 'Marketing email' data source can give you overall stats, it often presents 'all-time' opens and clicks, which aren't affected by your date filters when combined with other data. To get date-specific activity, you need to configure your reports carefully, often using 'Marketing Email Analytics' as a primary source for date-filtered activity.
3. Filtering for Precision: To ensure you're looking at the right email, apply a filter for 'Marketing email name' and select your specific automated email. Then, to get the daily breakdown, use a date filter like 'Scheduled event timestamp is Today' or set a specific date range.

Step-by-Step for Daily Email Performance Reports:

Let's break down how you can set this up in HubSpot:

1. Create Your First Report (e.g., Daily Delivered):
   • Navigate to Reports > Reports > Create report.
   • Choose Single object or custom report.
   • For your data source, select Marketing Email Analytics.
   • In the report builder, choose your chart type (a table or KPI chart works well for daily numbers).
   • Add the property 'Email Delivered' (or similar count of delivered emails) to your X-axis or value field.
   • For the Y-axis (or breakdown), use a date property related to the email activity, such as 'Sent Date' or 'Delivered Date', and set the aggregation to 'Daily'.
   • Filters:
     • Add a filter for Marketing email name is [Your Automated Email Name].
     • Add another filter for Scheduled event timestamp is [Today / This Week / Custom Date Range].
   • Save this report.
2. Repeat for Opens and Clicks:
   • Duplicate your 'Daily Delivered' report.
   • Edit the duplicated report: change the metric from 'Email Delivered' to 'Email Open' or 'Email Click'.
   • Ensure your filters for 'Marketing email name' and 'Scheduled event timestamp' are still correctly applied.
   • Save each new report with a distinct name (e.g., 'Daily Email Opens - [Email Name]', 'Daily Email Clicks - [Email Name]').
3. Build Your Daily Dashboard:
   • Create a new dashboard or go to an existing one.
   • Add each of your newly created daily metric reports to the dashboard.
   • Configure the dashboard to be sent to you daily via email.

One community member even shared a visual example, showing how to set up such a report:

This approach, while requiring multiple reports, is currently the most reliable way to get those granular daily insights. It's a testament to the community's problem-solving spirit! While some platforms or integrations might offer more out-of-the-box flexibility for combining complex data points (think of how a robust integration between, say, Salesmanago and Shopify might present a unified view of customer journey and sales data), HubSpot's native reporting sometimes requires a bit more finesse for specific daily breakdowns.

ESHOPMAN Team Comment

We at ESHOPMAN believe this community discussion highlights a crucial area for improvement in HubSpot's native reporting for automated email sequences. While the workaround of creating multiple reports and a dashboard is effective, it adds unnecessary complexity for a fundamental e-commerce need. Daily, consolidated performance data for automated emails, especially for critical flows like abandoned carts or order confirmations, should be more straightforward to access within a single report. We hope HubSpot will enhance this functionality to provide a more unified and intuitive reporting experience for marketers and RevOps teams.

Understanding these daily fluctuations is critical for e-commerce operators. It helps you optimize send times, refine content, and ultimately drive more sales. While HubSpot's reporting has its quirks, knowing these workarounds empowers you to extract the data you need to make informed decisions for your online store.

Keep experimenting with your reports, and don't hesitate to lean on the HubSpot Community – it's a treasure trove of shared knowledge and clever solutions!