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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 standard email performance exports typically focus on aggregate metrics and lack essential contact identification fields like first name, last name, and company information, making it difficult to create personalized follow-up strategies.
You’ll learn how to create comprehensive email performance exports that automatically include complete contact identification fields for immediate personalization and analysis.
Create personalized email performance reports with complete contact data using Coefficient
Coefficient enables comprehensive email performance exports that automatically include complete contact identification fields. Every engagement metric gets tied to complete contact identification, enabling immediate follow-up and personalized outreach strategies.
How to make it work
Step 1. Import email engagement data with contact associations.
Connect to your HubSpot account and import from the Engagements object while configuring association settings to include Contact object fields. This ensures email metrics are automatically linked with contact identification data.
Step 2. Select specific contact identification fields.
During import setup, select First Name, Last Name, Company Name, plus any additional contact properties you need like job title, phone number, or lead source. Use Coefficient’s automatic field mapping to ensure proper linking between engagement and contact data.
Step 3. Configure filtering while preserving contact details.
Apply filtering to focus on specific email campaigns, date ranges, or engagement levels while preserving all contact details. You can filter by campaign type or minimum engagement thresholds without losing the associated contact information.
Step 4. Add advanced contact profile fields.
Include additional contact properties like contact owner information, lifecycle stage data, or contact creation date to analyze engagement patterns across the customer journey. This provides complete context for each engagement metric.
Step 5. Schedule automatic updates.
Set up scheduled refreshes to maintain current contact information as it updates in your HubSpot account. Your email performance data stays synchronized with the latest contact details automatically.
Enable immediate personalized outreach with complete contact context
This creates actionable email performance reports where every engagement metric is tied to complete contact identification, enabling immediate follow-up and personalized outreach strategies. Start building your personalized email reports today.
