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IManiero on May 23, 2024
Hello! I'm looking to create a report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals currently stay at a specific stage of the pipeline and; - Overall deal velocity (how quickly deals move read more
0 upvote
1 Reply
Community Manager
May 24, 2024 04:03
Hi @IManiero , Thank you for checking with the Community! First, I'd like to share this article " Create custom funnel reports (BETA) " that mig...read more
Mrmichaelscott on December 14, 2023
I have created a sequence and when I add contacts to that sequence it often times does not populate the personalized token fields. Thus when I click enroll it sends the first email in the sequence as a "contact: first name" instead of inserting the read more
0 upvote
2 Replies
Participant
December 15, 2023 01:32
Hey, You could also s end a test email to yourself or a test contact within HubSpot to check if the personalization tokens populate correctly. Th...read more
Solved
MNar on July 27, 2023
Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties? For example I want to filter by number of employees in company and by custom contact property which is department, bec read more
1 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
July 27, 2023 12:14
@MNar You are able to target contact and company properties in lists via this view here: If this post helped to solve what you wer...read more
Solved
HSaunders on July 11, 2023
Hi Is there a way to see or a report I can run to see if a contact has been enrolled in previous sequences? I can see if they are in a current live sequence but can I see if they have been in an older sequence and how many? Thank you read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 11, 2023 04:36
Hi @HSaunders , I'm not aware of any reports which would give you this information out of the box. If you want to find all of the contac...read more
MMarafioti on June 21, 2023
Hi There, Does anybody know how to generate a list of contacts that have opened an email more than once in a sequence. I have sent out a sequence to a few contacts and I want to see a list of the contacts that are opening the email I have sent a read more
0 upvote
2 Replies
Contributor | Diamond Partner
July 04, 2023 09:27
Hi @MMarafioti , you can create a table report based on company + sales email data. In the columns, after inserting “record ID” (c...read more
Solved
JacquelineOng on September 27, 2022
Reporting on sales email opens and clicks You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again? That read more
Accepted solution
Most Valuable Member | Elite Partner
April 28, 2023 16:22
@HSchneider8 I think it depends on how you're looking at your data. I found two other commununity posts with this question and additional resources...read more
Solved
dmattauch on August 24, 2021
It sounds like a simple report but i've been struggle for 1 hour on this. I can see the emails today I can see the contacts currently in sequences But what i want to see in a report is the email scheduled for x days that are sequences emails. read more
2 upvotes
3 Replies
Accepted solution
Hall of Famer | Partner
August 24, 2021 13:24
Hi @dmattauch , As far as I know, this is currently not possible. Emails that haven't been sent yet aren't created as activities yet. These ac...read more
Solved
GMascio on February 04, 2021
I have been using Hubspot for a week or two now, and every time I create a sequence it does not show up in my tasks bar. I have tried waiting to see if they show up/looking in my automation section, for sequences I have scheduled. But it is only sho read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
February 04, 2021 10:51
Hi @GMascio , Well, ruling out potential issues one by one. Sequences themselves wouldn't show up under Tasks, only the tasks whose crea...read more
Solved
Alexis on December 01, 2016
Hi there, Is there a way to issue a report on Sequence to see who answered and who un-enrolled? I have a large number of enrollment with my sales team and want to check by company. Thanks!
5 upvotes
5 Replies
Accepted solution
HubSpot Product Team
December 02, 2016 06:01
Hey @Alexis with Sales Pro you can review reporting on the individual templates as well as see a breakdown of contact statuses per each sequence,...read more
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