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Email Campaign Qualification Report
Email your sales team qualified lead counts by outreach campaign
Use this Agent instantly or customize it - no programming needed
- Outreach historyOutreach history
Your contacts carry each outreach campaign, result, and date.
- Lifecycle stagesLifecycle stages
Your contacts' current stages show which campaign leads have qualified.
- Report choicesReport choices
You choose the qualified stages, reporting window, and internal recipients.
- Report dateReport date
Your Monday report date sets the end of the 90-day outreach window.
Your CRM holds contact outreach and stages, then saves and emails campaign reports.
- Report emailReport email
Your internal team receives the report with its reporting dates and missing-field count.
- Missing-field countMissing-field count
Your count tracks contacts excluded because their campaign or lifecycle stage is blank.
- Incomplete-data countIncomplete-data count
Your count shows contacts missing an outreach date or result.
- Campaign reportsCampaign reports
Your saved reports show outreach results, stage counts, and qualified leads by campaign.
- Delivery failure flagDelivery failure flag
Your sales manager sees when report sharing fails or a recipient is unavailable.
- Report emailReport email
Your internal team receives the report with its reporting dates and missing-field count.
This Agent starts every Monday with outreach recorded in your CRM. It compares campaigns with current contact stages. Then it refreshes reports and emails your sales team.
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HubSpotUsed as:
- CRM
HubSpot holds contact outreach and stages, then saves and emails campaign reports.
monday.comUsed as:
- CRM
monday.com holds contact outreach and stages, then saves and emails campaign reports.
ZoomUsed as:
- CRM
Zoom holds contact outreach and stages, then saves and emails campaign reports.
KeapUsed as:
- CRM
Keap holds contact outreach and stages, then saves and emails campaign reports.
Made for your industry
Email Campaign Qualification Report is made for businesses in these industries.
- Software
Show which prospecting campaigns bring in qualified software leads.
Show all Agents for the Software industry - IT Services
Track which outreach campaigns yield qualified service prospects.
Show all Agents for the IT Services industry - Consulting
Show which outreach campaigns bring in qualified consulting leads.
Show all Agents for the Consulting industry - Wholesale Distribution
Identify campaigns that produce qualified wholesale buyer leads.
Show all Agents for the Wholesale Distribution industry
Made for your role
Email Campaign Qualification Report is made for people in these roles.
- Campaign Manager
Report which outreach campaigns lead to qualified contacts.
Show all Agents for the Campaign Manager role - Sales Manager
Email a weekly view of which outreach campaigns produce qualified leads.
Show all Agents for the Sales Manager role - Sales Operations Manager
Group CRM contacts by campaign and current lead stage each week.
Show all Agents for the Sales Operations Manager role - Demand Generation Manager
Show which outreach campaigns yield leads that qualify later.
Show all Agents for the Demand Generation Manager role - Revenue Operations Manager
Compare campaign lead quality using current CRM lifecycle stages.
Show all Agents for the Revenue Operations Manager role
Made for your department
Email Campaign Qualification Report is made for people in these departments.
- Marketing
Show which outreach campaigns produce qualified sales leads.
Show all Agents for the Marketing department - Sales
Email the sales team a weekly report of qualified leads by campaign.
Show all Agents for the Sales department - Sales Operations
Refresh campaign reports using each contact's latest lead stage.
Show all Agents for the Sales Operations department - Revenue Operations
Compare outreach campaigns by how many leads reach qualified stages.
Show all Agents for the Revenue Operations department
How Email Campaign Qualification Report works
5 steps, in order, on every run.
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Read recent outreach contactsRead contacts with outreach dates in the last 90 days. Gather the campaign and result recorded on each contact.
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Check current lifecycle stagesMatch each contact to its current lifecycle stage. Set aside contacts missing a campaign or stage for the missing-field count.
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Count qualified leads by campaignCount unique contacts and outreach results by campaign. Total contacts in the qualified stages you chose.
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Refresh campaign reportsRefresh saved contact reports for campaign totals and qualified leads. Use the same 90-day outreach window in each report.
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Email the sales teamEmail reports to your chosen internal CRM users, including reporting dates and missing-field counts. Send a zero-activity report when the window is empty.
How to Get Started
Connect the tools you already use, such as HubSpot, monday.com or Zoom.
4 tools
- Create contact properties for outreach campaign, outreach result, and outreach date, and ensure the team's existing contact entry or import process fills them before reporting.
- Choose the lifecycle stages that count as qualified leads; use Marketing Qualified Lead, Sales Qualified Lead, Opportunity, and Customer unless the team defines different stages.
- Choose a 90-day outreach-date window, the account time zone, Monday at 9:00 a.m. as the report time, and the internal CRM users who should receive the email.
- Provide access to contact reports and report sharing in an account plan that supports custom single-object reports.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Email Campaign Qualification Report:
No. Your team records the campaign and outreach result on each CRM contact, along with the date. The Agent reads those CRM records.
You choose the stages. The default set includes Marketing Qualified Lead and Sales Qualified Lead, plus Opportunity and Customer.
Contacts missing a campaign or stage stay out of campaign counts. Your report shows their number and flags missing outreach dates or results.
The sales manager gets a delivery failure flag. Your saved reports remain available to share when the issue is resolved.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.