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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.”
Manual email performance reporting with contact information creates ongoing operational overhead and data consistency issues, requiring repeated manual exports and data manipulation to combine email metrics with comprehensive contact details.
You’ll learn how to eliminate this manual work through comprehensive automated email reporting that includes complete contact information fields without any manual intervention.
Eliminate manual email reporting with comprehensive automation using Coefficient
Coefficient eliminates this manual work through comprehensive automated email reporting that includes complete contact information fields. You get consistent, timely, and comprehensive reporting that scales with your growing contact database without increasing manual workload.
How to make it work
Step 1. Configure scheduled email performance imports.
Connect to your HubSpot account and set up scheduled imports (hourly, daily, or weekly) to automatically pull email engagement data. Configure comprehensive contact field selection including demographics, firmographics, and behavioral data.
Step 2. Set up comprehensive contact field automation.
Use Coefficient’s association management to automatically link email performance with complete contact profiles. Include basic contact fields (name, email, phone, job title), company information (name, industry, size, revenue), engagement data (contact owner, lead source, lifecycle stage), and custom properties specific to your business needs.
Step 3. Enable automatic calculations and alerts.
Use Formula Auto Fill Down to automatically calculate performance metrics like open rates and click rates when new data is added. Configure automated alerts to notify stakeholders when reports are updated or when engagement thresholds are met.
Step 4. Set up stakeholder-specific automation.
Create automated workflows for different teams: sales team reports focusing on email engagement for their assigned contacts, marketing reports showing campaign performance with complete audience demographics, and executive dashboards with high-level email performance metrics and contact insights.
Step 5. Configure advanced automation features.
Set up conditional exports that only include contacts meeting specific engagement criteria, automated contact list updates in your HubSpot account based on email performance thresholds, and scheduled snapshots to preserve historical email performance data with contact context.
Scale your email reporting without scaling manual work
This creates a fully automated email performance reporting system that maintains complete contact information context without any manual intervention, ensuring consistent, timely, and comprehensive reporting. Start automating your email performance reports today.
