Filter Contacts with Tracked Emails in HubSpot: A Guide

How to Filter Contacts That Have Been Sent a Tracked Email in HubSpot

Filtering contacts in HubSpot who have been sent a tracked email involves several steps, utilizing HubSpot's robust contact management and email tracking features. This process is essential for marketers and sales professionals looking to engage with their audience effectively, follow up on leads, or assess the impact of their email marketing campaigns.

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Understanding HubSpot Contact Management

HubSpot's contact management system is a central feature that allows users to create, manage, and segment contacts based on various criteria. It integrates seamlessly with other HubSpot features, such as email tracking, making it a powerful tool for managing interactions and engagements. To effectively filter contacts that have been sent a tracked email, it's crucial to understand how to navigate and utilize HubSpot's contact management capabilities.

Where Can You Send a Tracked Email From HubSpot?

Tracked emails can be sent from various points within HubSpot, including directly from a contact's record, through marketing email campaigns, or using the HubSpot Sales email extension for Gmail and Outlook. When an email is sent with tracking enabled, HubSpot monitors opens and clicks, providing valuable insights into recipient engagement. This data is crucial for filtering contacts who have interacted with your emails.

Filtering Contacts in HubSpot

To filter contacts that have been sent a tracked email, follow these steps:

1. Navigate to your Contacts in HubSpot.
2. Use the search and filter options to find contacts based on email interactions. You can filter by email events such as "Email Opened" or "Clicked Email."
3. Advanced filters can be applied to further refine your list, allowing you to segment contacts based on specific email engagement behaviors.
4. Save your filtered views for easy access in the future, enabling you to quickly identify and engage with contacts based on their interactions with your tracked emails.

Remember, the ability to filter and segment contacts effectively in HubSpot relies on the proper setup of email tracking and understanding how to leverage the contact management features. By following these steps, you can efficiently identify and engage with contacts who have shown interest in your tracked emails, enhancing your marketing and sales efforts.

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Filtering contacts that have been sent a tracked email in HubSpot can be a meticulous task, especially when dealing with a large volume of contacts. While the process can be executed manually following the steps provided above, automating this task using Bardeen not only saves time but also ensures accuracy and efficiency in managing your contacts. Automation examples using Bardeen's playbooks include:

1. Create a HubSpot contact from an email: This playbook automates the process of creating a new contact in HubSpot from an email, streamlining lead capture and ensuring no potential contact is missed.
2. Create a HubSpot ticket when an email is forwarded: Automate the creation of HubSpot tickets from forwarded emails, enhancing customer support and response times.
3. Automatically Create HubSpot Contact from Gmail Email: This workflow ensures that contacts are automatically added to your HubSpot CRM whenever an email is received in Gmail, optimizing your lead management process.

These automations facilitate a more streamlined workflow, allowing you to focus on building relationships and closing deals. Start automating today by downloading the Bardeen app.