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Counter property: marketing emails received by a contact (engagement volume reporting)

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
OutcomeEvery contact carries a running count of marketing emails sent to them, so reporting on send volume per contact does not depend on manually tallying campaign sends.
Workflow mapreporting-alerts-017
Contact was sent a marketing email leads to Increment marketing_emails_received_count by 1. Contact was sent a marketing email Increment marketing_emails_received_count by 1
Contact was sent a marketing email leads to Increment marketing_emails_received_count by 1. Contact was sent a marketing email Increment marketing_emails_received_count by 1

When to use it, when not to

Use it

  • Use it for engagement-volume reporting, list segmentation, or spotting contacts who receive far more email than the rest of the database.
  • Use it as an input to a "do not over-email" suppression list once the counter passes a threshold in a given period.
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Skip it

  • Do not use it as a substitute for HubSpot's own marketing email analytics (opens, clicks per send). This counts sends only. It says nothing about engagement quality.
  • Do not use it if a rolling window is needed (for example emails in the last 30 days). This counter is lifetime, cumulative, and never resets on its own. See Variants for a reset alternative.
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The rest of this spec

Prerequisites · 2 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 · 4

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

Test plan and UAT script · 1 case, 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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