Marketing Dashboard

This article describes the marketing dashboard in the person profile. 

This article will cover the following topics:

• What is the marketing dashboard?
• Emails panel
• Conversion and Web Stats panel
• Campaigns / Workflows panel
• Lists panel
• Summary panel
  
  

What is the marketing dashboard?

The marketing dashboard gives you access to data that has been collected about a person in your company's marketing automation system.

The dashboard is only available if HubSpot or Marketo marketing automation integration enabled. Otherwise, the marketing dashboard will not appear in your people profiles.

The information is fetched directly from the marketing automation system when you open the dashboard. If the data changes, you will see them the next time you refresh or open the page.

To find this page, follow these instructions:

1. Navigate to the People app.
2. Click on the person whose profile you want to see.
3. On the left side, click the Marketing section.
   

 

Emails panel

This panel of the dashboard shows you up to 25 of the most recent emails that your Marketing team has sent to a person from their marketing automation system. If a person has more than one email address associated with their profile, you will see up to 25 of the most recent emails sent to each email. 

Each email will have the following information: Email Subject or Program Name, Sent, Email Address, and Status.

For HubSpot, the actual email subject line will appear in the Email Subject or Program Name column.

For Marketo, the email subject line is not available. Instead, the column contains the name of the Marketo program responsible for the email.

Sent is the date when the email was sent. If you are integrated with Marketo, you will only see emails sent in the last 90 days. If emails were sent over 90 days ago, you will not see them in this panel.

Email address associated to a person's profile that the email was sent to.

Status of email delivery is shown with coloured bars. If you hover your mouse over the status bar, a popup will tell you what that status is. Below are descriptions of each status.

	Delivered: An email is accepted by the recipient mail server.
	Opened: An email is opened by the recipient. It can be opened more than once.
	Clicked: A link was clicked within the email. There can be more than one click.
	Soft bounce: The mailbox was full or there were general server issues. The marketing automation system usually attempt to resend the email.
	Hard bounce: An email was not sent because of spam block or it was not delivered because the email address is not valid.
	Reported as spam: An email was delivered and marked as spam by the recipient.

Conversion and Web Stats panel

This panel is only available if you're integrated with HubSpot Marketing. It shows you statistics about how a person has interacted with your HubSpot pages and forms. You will see statistics for each email associated to a person's profile.

This panel includes the following information: Total conversions, Conversion event, Web visits, and Web page views.

Total conversions is the number of conversions (via forms on your website) that were attributed to the stated email address. 

Conversion event is the specific form(s) filled or actions taken using the stated email address. What counts as a conversion event will depend on how your Marketing team has set up Events in HubSpot.

Web visits is the total number of times the stated email address has visited your website from an external domain (i.e. visiting your site from a website that isn't yours).

Web page views is the total number of times the stated email address has loaded a page on your site (tracked every time a tracking code is loaded, including when a page is refreshed).

 

Campaigns / Workflows panel

This panel of the dashboard shows you the campaigns (in Marketo) or workflows (in HubSpot) that a person is enrolled in.

It shows you the following information: Name and Email Address.

Name of the campaign or workflow from your marketing automation system.

Email address associated to a person's profile that is enrolled in the campaign or workflow.

Note: If you are integrated with Marketo, you will only see email addresses that enrolled in a campaign in the last 90 days. If an email address enrolled more than 90 days ago, you will not see it in this panel.

 

Lists panel

This panel of the dashboard shows you the mailing lists that a person is a member of.

It shows you the following information: Name and Email Address.

Name of the mailing list created in your marketing automation system.

Email address associated to a person's profile that is a member of the mailing list.

Note: If you are integrated with Marketo, you will only see email addresses that joined a mailing list in the last 90 days. If an email address joined more than 90 days ago, you will not see it in this panel.

 

Summary panel

This is the top-most panel on the marketing dashboard. It shows you an overview of all the other panels below it: Emails, Conversions, Campaigns / Workflows, and Lists.

Emails: Total number of emails sent to a person that are listed in the Emails panel.

• Open Rate: Percentage of emails opened out of total emails displayed in the Emails panel. If a person has multiple email addresses associated to their profile, this rate will include all emails sent to those addresses.
• Click Rate: Percentage of emails that had clicks out of the total emails displayed in the Emails panel. If a person has multiple email addresses associated to their profile, this rate will include all emails sent to those addresses.

Conversions: Total number of conversions as listed in the first row of the Conversions panel (if you are integrated with HubSpot).

Campaigns / Workflows: Total number of campaigns or workflows that a person is enrolled in that are listed in the Campaigns / Workflows panel.

Lists: Total number of mailing lists that a person is a part of that are listed in the Lists panel.