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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 creates artificial barriers between email performance metrics and comprehensive customer account data, forcing you to work with incomplete datasets that lack the business context needed for strategic decision-making.
Here’s how to create comprehensive email metrics exports that automatically link customer email addresses with complete account information for strategic customer management.
Bridge email metrics with complete customer account intelligence using Coefficient
Coefficient bridges this gap by enabling comprehensive email metrics exports that automatically link customer email addresses with complete account information. You can understand email engagement patterns across different account sizes, track engagement as an indicator of account health, and identify expansion opportunities based on email metrics.
How to make it work
Step 1. Import email engagement metrics from HubSpot.
Connect to your HubSpot account and import email engagement metrics including opens, clicks, bounces, and unsubscribes from the Engagements object. This captures all the performance data you need for comprehensive analysis.
Step 2. Configure dual associations for contact and company data.
Set up dual associations to pull both Contact object data (email addresses, contact details) and Company object data (account information). Use Coefficient’s association handling to create unified records showing email metrics alongside customer email addresses and their corresponding account data.
Step 3. Include comprehensive account data fields.
Select account context fields including company name, industry, annual revenue, employee count, account tier, account owner, customer success manager, account status, and contract details. Add custom account fields like industry-specific data, account scoring, or renewal dates as needed.
Step 4. Apply advanced filtering by account characteristics.
Filter by account characteristics such as revenue, industry, or size while maintaining email performance context. This enables account-based analysis to understand email engagement patterns across different customer segments.
Step 5. Enable automated account-level insights.
Set up scheduled imports to keep email metrics and account data synchronized automatically. Track email engagement as an indicator of account health for renewal likelihood, monitor declining engagement at the account level for churn prevention, and identify highly engaged accounts with expansion potential through your HubSpot integration.
Transform email metrics into strategic customer intelligence
This transforms isolated email metrics into comprehensive customer intelligence that combines individual engagement with complete account context for strategic customer management. Start building your customer-focused email reports today.
