How to Filter Contacts by Email Statistics in HighLevel

You just launched a massive email campaign. You sent it to 10,000 leads. You open your dashboard and see a 20% open rate. Awesome, right? But then your sales team asks, “Okay, who exactly opened it so we can call them?”

You freeze. You dig into the campaign summary, but it only gives you vague percentages. You have no idea how to isolate the specific humans who actually clicked your links. You end up exporting messy CSVs, matching email addresses on spreadsheets, and wasting hours doing manual data entry just to build a simple call list. By the time you finish, the leads are ice cold.

You cannot scale an agency if you cannot track the exact people interacting with your content. HighLevel just fixed this with Contact-Level Email Stat Filtering. You can now slice your database by exact engagement metrics—like Opens, Clicks, and Bounces—and jump straight into the contact records of the people actually driving your results. Let us build your hot list.

Part 1: Access the Analytics Hub

Ready to streamline this? Here is exactly how to do it in 60 seconds:

1. Log in to the specific sub-account where you want to analyze your email performance.
2. Navigate to Settings, select Email Services, and open the Email Analytics dashboard.
3. Review your available metrics at the top of the page (you will see blocks for Sent, Delivered, Opened, Clicked, Bounced, etc.).

Part 2: Isolate the Campaign

Stop looking at aggregate data. We need to isolate a specific sending event.

1. Use the Date Range picker to define your analysis window so the metrics reflect the exact period you care about.
2. Click Filters and select Email Source. Pick the type of send you are analyzing: Campaign (marketing blasts), Workflow (automated triggers), or Bulk Request (one-off list sends).
3. Select the exact Email Source Name. Note: This is mandatory. If you skip picking the specific campaign name, the system will not return any results.

Part 3: Drill Down to the Human

Now we turn vanity metrics into an actionable hit list.

1. Click directly on any metric box (for example, click Clicked).
2. The system will instantly populate a list of the exact contacts that match that specific metric for your chosen campaign.
3. Click directly into any contact record to open their profile. From here, you can review their history, leave notes, or trigger an immediate follow-up call from your sales team.
4. Use the Refresh button to re-pull the list whenever you tweak your dates or filters.

Filtering by exact email behavior turns abstract analytics into a highly targeted, revenue-generating hit list for your sales team.

Frequently Asked Questions

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