HubSpot’s native email reporting often separates engagement metrics from basic contact identification, making it challenging to create simple reports that show email addresses alongside their corresponding open counts for direct outreach.
You’ll learn how to create unified email engagement reports that combine contact email addresses with precise open count data for immediate follow-up and campaign optimization.
Create unified email engagement reports with contact details using Coefficient
Coefficient streamlines this process by creating unified email engagement reports that combine contact email addresses with precise open count data. Each row shows email address with corresponding total opens, eliminating guesswork and enabling direct outreach campaigns.
How to make it work
Step 1. Import email open activities from HubSpot.
Connect to your HubSpot account through Coefficient and import from the Engagements object. Filter specifically for email open activities to focus your dataset on open engagement rather than all activity types.
Step 2. Configure contact associations for email addresses.
Set up contact associations to automatically include the email address field from related contact records. This creates direct correlation between engagement activity and the specific email address that generated the opens.
Step 3. Use aggregation to calculate total opens per email address.
Use Coefficient’s aggregation capabilities within the spreadsheet to calculate total opens per email address. This gives you a clear count of how many times each contact has opened your emails across campaigns.
Step 4. Apply campaign and date filtering.
Filter by specific campaigns, date ranges, or minimum open thresholds to focus your analysis. You can analyze which contacts engaged most with specific email campaigns or identify email addresses with consistent engagement patterns.
Step 5. Schedule automatic updates and alerts.
Set up scheduled refreshes to maintain current open count data with corresponding email addresses. Enable automated alerts when specific email addresses reach engagement thresholds, and support automated list building for re-engagement campaigns based on open count criteria in your HubSpot account.
Get actionable email engagement data for direct follow-up
This creates actionable email engagement intelligence where open count data is immediately tied to contact email addresses for direct follow-up and campaign optimization. Start creating your unified engagement reports today.