Outcome. Once 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 map
Enrollment, branches and actions at a glance
reporting-alerts-013
flowchart TD
A[Monthly schedule: first business day, 09:00] --> B[Dashboard report renders: email metrics for prior calendar month]
B --> C[Send volume, open rate, click rate, unsubscribe rate]
C --> D[Email sent to distribution list]
When to use it, when not to
- UseUse it for a recurring, low-effort read on overall email program health for anyone who does not log into HubSpot regularly.
- UseUse it as a monthly checkpoint alongside campaign-level analytics, not as a replacement for reviewing individual sends.
- SkipDo 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.
- SkipDo 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.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the reporting and alerts pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
