Dashboards & Reporting

emacd33
Contributor

List of Non-Sequence Emails

SOLVE

I am trying to create a report/list of all emails that did not get sent through a sequence but am having a hard time doing so.  If that is doable I'd also love to build another report of click/open rates of just those (non-sequence generated) emails.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List of Non-Sequence Emails

SOLVE

Hi @emacd33,

 

In the custom report builder, when you choose the data source "Sales email", you should see this: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

karstenkoehler_0-1750046224626.png

 

Via the left sidebar, you can add a filter for "Sequence step number is unknown", for example, to only pull in non-sequence sales emails into this report.

 

You can also access the raw count of clicks and opens. As far as I know, it's not possible to display the rates.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

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9 Replies 9
Jaycee_Lewis
Community Manager
Community Manager

List of Non-Sequence Emails

SOLVE

Hey, @emacd33 👋 thank you very much for the great question. Unsurprisingly, our community experts gave some great answers. And I hear you on the limitations.

 

To clarify, you are after all non-Sequence non-Marketing emails, correct? Is this broken out by contact or more high level/less granular? 

 

As you noted, the Custom Report builder is great, but for this use case, is not great enough 😉

 

Do you have developer resources? I haven't tested anything, but I do wonder if we could leverage the Search API in this case and send that data on to Excel, Google Sheets, etc.? 

 

  • make a request to the Properties API and get all the Email properties
  • `hs_sequence_id` is our best bet I think

Here's how I'd test it:

https://api.hubapi.com/crm/v3/objects/emails/search
{
  "filterGroups": [
    {
      "filters": [
        {
          "propertyName": "hs_sequence_id",
          "operator": "NOT_HAS_PROPERTY"
        }
      ]
    }
  ],
  "properties": [
    "hs_object_id",
    "hs_email_subject",
    "hs_timestamp",
    "hs_email_open_count",
    "hs_email_click_count"
  ],
  "limit": 100
}

Things to note:

  • the Search API has its set of limits
  • the Search API won't return Associations the way you might need it to. This would require a separate request to the Associations API (not a big deal) or the use of our GraphQL endpoint (for a unified request)

This approach could work for:

  • a custom script and tiny middleware (Python is perfect for this)
  • Zapier or Make could be an option
  • if you use Google Sheets, Google Apps Script is a great fit to handle this

If this is something you want to keep noodling on, please let me know, and I'll tag in some more champs. We'll nerd out together 🤓

 

Talk soon! — Jaycee


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0 Upvotes
emacd33
Contributor

List of Non-Sequence Emails

SOLVE

Thanks Jaycee - I don't currently have developer resources (just a team of 1 here!) but I have been looking to expand my Hubspot skill set so I think I will look into learning more about APIs in Hubspot.  

0 Upvotes
Jaycee_Lewis
Community Manager
Community Manager

List of Non-Sequence Emails

SOLVE

Hey, @emacd33 If you ever want to start that journey, please let me know. You can create a new thread and tag me. I'm happy to help with some simple examples, and we can build from there. I'm sure it would help others too 😊 I'm self-taught with all of this and love to help others get started! — Jaycee


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Learn More.


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0 Upvotes
Nhal
Member

List of Non-Sequence Emails

SOLVE

This one's a bit hidden, but you can get it working. Head to Reports > Custom Report Builder and choose "Sales Emails" as the data source. Add a filter where "Sequence step number is unknown" to grab emails that weren’t part of a sequence. Then pull in the opens and clicks. HubSpot won’t show open or click rates directly here, but you can export the data and calculate those in Excel or Sheets. Happy to help with that part if you need it.

0 Upvotes
emacd33
Contributor

List of Non-Sequence Emails

SOLVE

Thanks @Nhal - unfortunately I think I'm running into the issue where I really just want a list of ALL emails that weren't part of a sequence.  Starting with Sales Emails forces me to select either "Sales Email Clicks" or "Sales Email Opens".  As far as I can tell there is no way to just see all emails regardless of what action a contact may have taken on it.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List of Non-Sequence Emails

SOLVE

Hi @emacd33,

 

In the custom report builder, when you choose the data source "Sales email", you should see this: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

karstenkoehler_0-1750046224626.png

 

Via the left sidebar, you can add a filter for "Sequence step number is unknown", for example, to only pull in non-sequence sales emails into this report.

 

You can also access the raw count of clicks and opens. As far as I know, it's not possible to display the rates.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
emacd33
Contributor

List of Non-Sequence Emails

SOLVE

@karstenkoehler am I correct in assuming that if I am using open or clicks that I'm only going to go get a list of emails that were opened or clicked?  Not those that didn't get opened?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List of Non-Sequence Emails

SOLVE

@emacd33 correct – but keep in mind that open information is not very reliable in 2025 anymore anyway. Email clients pre-load emails for faster loading, to scan for risky activity, people open emails accidentally when cleaning up their inbox... personally, I would not put a lot of emphasis on open rate anymore. HubSpot is trying to approximate the actual open rate but it's just an approximation.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
emacd33
Contributor

List of Non-Sequence Emails

SOLVE

Thanks @karstenkoehler I guess my hope was to get a list of non-sequence emails regardless of clicks/opens.  I really just want a count of emails that were not sent via sequence.

0 Upvotes