HubSpot | Report on opt-outs

Understanding opt-out activity can help you fine-tune future campaigns. It gives visibility and insight into how contacts are engaging with your messages, allowing you to adjust your strategy where needed. Opt-out data can be viewed in both the HubSpot platform or within the Sinch MessageMedia platform - depending on how you prefer to work.

Report on opt-outs in HubSpot

Opt-outs by date

The reporting function in HubSpot allows you to filter using a contact's opt-out date so you can report on the total number of opt-outs over a particular time period. To do this:

1. In the left-side navigation, click on Reporting.
2. Click on Reports.
3. Click the Create report button.
4. Click the Single-object report tile.
5. For the data source, select Contacts.
6. Click Next.
7. From the Properties section, click the Add Contacts Property button.
8. Search for the contact property SMS Opt out Date (under Contact information).

9. Click Advanced Filters.

   

10. Search for the contact property SMS Opt out Date (under Contact information).
11. Select is after, then select the date you want to report from.
12. Click the + Add filter button.
13. Search for the contact property Create date (under Contact information).
14. Select a suitable filter e.g. Create date is after the date you started creating contacts (for all-time).
15. When you're ready, close the Filters editor.
16. Click in the Custom Contacts Report field at the top and give your report a Name.
17. Click on the Next button which will bring you to the Visualization tab.
18. Select Table as the Chart Type.

19. Use the drop-down to select Unsummarized data table.

    

20. When you're ready, click the Save report button.
21. Select the option to add the report to an existing dashboard, a new dashboard or don't add to a dashboard.
22. Depending on which option you choose, you may need to fill out further details e.g. selecting an existing dashboard or adding details for a new Dashboard and selecting access permissions.
23. Click Next / Save & add.
24. You should now see your report in the list on the Reports page so you can access it at any time.

Report on campaign opt-outs in Sinch MessageMedia platform

Opt-outs by campaign

The campaign reporting function in the Sinch MessageMedia platform allows you to view whether a particular campaign has resulted in any recipient opt-outs. To do this:

1. Before you can view your campaign opt-outs in the Sinch MessageMedia platform, make sure you insert a campaign name into the Workflow ID field in the Send SMS action when creating a HubSpot workflow.
2. To view the campaign link clicks, sign into your associated Sinch MessageMedia account.
3. From the left-side navigation, click on Messaging and then on Campaign Reports.
4. Click on the Campaign Name you want to view.
5. You'll see detailed information on different aspects of the campaign e.g. outbound, inbound, opt-outs, undelivered and link clicks.