Another option within HubSpot’s marketing reporting is the Chat and Email Conversations report . Here, you can report on the total volume of open and closed chats and email conversations that occur in your inbox.
Like other objects in HubSpot, you can use information about each conversation that is stored in specific conversation properties to analyze the different interactions that are happening between your team and your website visitors .
You can use these reports to analyze how conversations are distributed across your team's inbox , which streams are performing best, and how long your website visitors are waiting for a response from your team.
How to use these reports?
There are two default dashboards that allow you india phone number resource to report on your chat and email conversations. To add one of these dashboards to your reporting library:
Navigate to your HubSpot dashboards by clicking the gear icon in the top left corner of your account;
in the top right corner, click “Create Dashboard”. You will be taken to the dashboard library;
In the left pane, select “Services”. Here you can select “Chat Overview” or “Email Overview”.
Since we're talking about email, watch a video about best practices for this strategy!
Report on terms tracked in transcripts
The Tracked Terms report is for reporting recordings that are transcribed using Conversation Intelligence (CI) .
That is, when a term is mentioned in a recording, that data becomes available in the custom report builder. You can also filter recordings on the index page by the tracked term.
Reporting on tracked terms gives you more visibility into call trends and growth opportunities across your sales team.
You can also use tracked terms in workflow and list record criteria, and set up notifications for tracked terms.