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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 captures valuable engagement data like email opens, clicks, and call outcomes, but accessing this information alongside your activity data for comprehensive analysis requires more than the standard export tools provide.
Here’s how to export complete activity datasets that include all available engagement metrics and response tracking.
Export comprehensive engagement data using Coefficient
Coefficient’s flexible field selection gives you access to all available activity properties in HubSpot , including engagement metrics and custom tracking fields that native exports often miss.
How to make it work
Step 1. Set up Activities import with comprehensive field selection.
Connect to HubSpot and create an Activities import. During field selection, choose all standard activity fields plus any custom engagement tracking properties configured in your instance.
Step 2. Include email engagement metrics.
Select email-specific fields like “Email Opens,” “Email Clicks,” “Email Replies,” and “Email Status” to capture engagement data alongside your email activity records. These fields provide the response rate data you need for analysis.
Step 3. Add call disposition and outcome fields.
Include call-related engagement fields such as “Call Disposition,” “Call Outcome,” “Call Duration,” and any custom call tracking properties. This data helps calculate call response rates and success metrics.
Step 4. Pull associated contact context.
Add associated contact fields like “Email (Associated Contact)” and “Lifecycle Stage (Associated Contact)” to provide context for response rate calculations and engagement analysis.
Step 5. Create calculated response rate columns.
Use spreadsheet formulas to calculate custom response rates from your exported engagement data. For example, divide successful outcomes by total activities to determine response rates by activity type or time period.
Step 6. Schedule regular engagement data updates.
Set up automated refreshes to maintain current engagement metrics without manual export processes. This ensures your response rate analysis stays current with fresh activity data.
Analyze complete engagement performance
This comprehensive approach gives you access to all available engagement data for thorough response rate analysis and activity performance tracking. Start exporting your complete engagement metrics today.
