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Monthly email digest: marketing email performance summary (opens, clicks, unsubscribes)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a month, marketing stakeholders get an email summarizing send volume, open rate, click rate, and unsubscribe rate across the month's marketing emails, without pulling numbers from individual email analytics pages.
Workflow mapreporting-alerts-013
Monthly schedule: first business day, 09:00 leads to Dashboard report renders: email metrics for prior calendar month. Dashboard report renders: email metrics for prior calendar month leads to Send volume, open rate, click rate, unsubscribe rate. Send volume, open rate, click rate, unsubscribe rate leads to Email sent to distribution list. Monthly schedule: first business day, 09:00 Dashboard report renders: email metrics for prior calendar month Send volume, open rate, click rate, unsubscribe rate Email sent to distribution list
Monthly schedule: first business day, 09:00 leads to Dashboard report renders: email metrics for prior calendar month. Dashboard report renders: email metrics for prior calendar month leads to Send volume, open rate, click rate, unsubscribe rate. Send volume, open rate, click rate, unsubscribe rate leads to Email sent to distribution list. Monthly schedule: first business day, 09:00 Dashboard report renders: email metrics for prior calendar month Send volume, open rate, click rate, unsubscribe rate Email sent to distribution list

When to use it, when not to

Use it

  • Use it for a recurring, low-effort read on overall email program health for anyone who does not log into HubSpot regularly.
  • Use it as a monthly checkpoint alongside campaign-level analytics, not as a replacement for reviewing individual sends.
Read more on when to use itShow less

Skip it

  • Do not use it if the team needs per-email detail rather than an aggregate. This digest reports monthly totals and averages, not a breakdown by individual send; for that, use HubSpot's native Marketing Email analytics view directly.
  • Do not use it if fewer than a handful of marketing emails go out per month. A near-empty digest most months trains people to stop reading it.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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