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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s email reporting doesn’t provide an easy way to identify and export your most engaged email contacts along with their complete customer account information, often requiring multiple reports and manual ranking processes.
You’ll learn how to create sophisticated email engagement analysis with linked customer account data for strategic follow-up and account-based marketing.
Identify high-value engaged prospects with complete account context using Coefficient
Coefficient enables sophisticated email engagement analysis with linked customer account data through its advanced filtering and association capabilities. You can automatically connect email engagement patterns with account value and potential for strategic decision-making.
How to make it work
Step 1. Import and filter for high-engagement contacts.
Connect to your HubSpot account and import email engagement data. Use Coefficient’s filtering to identify high-engagement contacts based on multiple opens, clicks, or recent activity thresholds.
Step 2. Configure Company object associations for account data.
Set up association handling to pull related Company object data, including account details like annual revenue, industry, number of employees, and account status. This provides the business context needed for prioritization.
Step 3. Calculate engagement scores with Formula Auto Fill Down.
Use spreadsheet formulas with Coefficient’s Formula Auto Fill Down feature to calculate engagement scores based on multiple metrics. Combine opens, clicks, and recency into composite scores that automatically update when new data is added.
Step 4. Set up dynamic filtering for engagement thresholds.
Apply dynamic filtering that references cells containing engagement thresholds, making it easy to adjust criteria for “top engaged” contacts. Filter for accounts above certain revenue thresholds with high email engagement to focus on high-value prospects.
Step 5. Enable automated ranking and alerts.
Sort contacts by composite engagement scores and set up conditional exports to automatically update contact lists in your HubSpot account based on engagement scoring. Generate automated alerts when high-value accounts show increased email engagement.
Focus on your most valuable engaged prospects
This creates a comprehensive view of your most valuable engaged prospects with complete customer account intelligence for strategic follow-up. Start identifying your high-value engaged contacts today.
