Beginner's Guide: How to View Email Campaigns and Customer Journeys (Construction Division)

This guide will help you get started with accessing, analyzing, and managing our email campaigns and customer journeys in HubSpot. We’ll also cover how to set up customer journey reports, workflows for follow-up, and provide helpful links to creating

1. How to Access Email Campaigns and Dashboards

To get started, you can view our email campaigns and customer journeys by following these steps:

• Go to the Reporting Section:
  • Click on Reporting from the main menu.
  • Select Dashboards, and then choose Emails - Construction – UK to see the various email campaigns we've run.
  • This dashboard will show you an overview of our email performance and customer journeys.

1. Understanding Customer Journeys

When you look at our email campaigns, it’s important to understand the customer journey. We’ve set up a Customer Journey Report to show you where customers might drop off in the process.

• Why is this important?
  • Knowing where customers stop engaging with our emails helps you figure out what might need improvement. This is your starting point for troubleshooting any issues in the campaign.
• How to Create a Customer Journey Report:
  • If you need to create a new customer journey report, follow this guide: Create a Journey Report.

1. How to View Individual Email Campaign Performance

To see the performance of a specific email campaign:

• Navigate to Marketing Emails:
  • Go to Marketing in the main menu.
  • Click on Email, then type the name of the campaign you want to check and click on it.
• What Can You See?
  • You'll be able to view individual email performance metrics, such as opens and clicks. This shows how contacts interacted with the email.
• Link to Help Guide:
  • For more details on analyzing email performance, check this guide: Analyze Marketing Email Performance.

1. Follow-Up with Customers: Assigning to Sales Team

If you see contacts who have engaged with our emails but haven’t converted, you can add them to a workflow and assign them to the sales team for follow-up calls.

• How to Set Up a Workflow:
  • You can create a workflow to automatically assign contacts to the sales team. Follow the steps in this guide: Create Workflows.

By setting up a workflow, you can ensure that the sales team follows up with engaged contacts, helping to move them further down the sales funnel.

1. 
   How to Create Marketing Emails

Creating marketing emails in HubSpot is simple! Here are some resources to help you get started:

1. Create Emails with the Drag-and-Drop Editor:
   • Create Marketing Emails with the Drag-and-Drop Editor
2. Create Emails with the Classic Editor:
   • Create and Send Marketing Emails with the Classic Editor
3. Create Automated Emails for Workflows:
   • Create Automated Emails to Use in Workflows

These guides will help you craft and send effective marketing emails, as well as automate email campaigns for smoother processes.