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Gelöst
VRakitski on April 23, 2025
Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
April 23, 2025 06:52
Hi @VRakitski , You're correct, with the regular data source in the custom report builder (Sales emails), it's not possible to show both in on...Beitrag ansehen
Gelöst
HS_Chathura on April 04, 2025
Hi everyone, We’re currently working on building a custom report in HubSpot to analyze sales team activities—specifically focusing on emails and tasks. Our goal is to generate a breakdown of activities created by users, with the ability to differ Beitrag ansehen
Akzeptierte Lösung
Koryphäe | Diamond Partner
April 07, 2025 11:23
Hey there @HS_Chathura and welcome to the Community. Like @kennedyp my initial thought is in the naming convention. Each sequence you buil...Beitrag ansehen
Gelöst
TThomas0 on August 07, 2024
Hello, I wanted to know if it's possible to create a sequence enrollment status report to view the total number of MQL contacts who have been in a sequence this year (monthly view). I would also like to know if I can stack the sequence statuses Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
August 08, 2024 00:14
Hi @TThomas0 , Yes, this can be done with the custom report builder: Menu > Reporting > Reports > Create report > Custom Report Bu...Beitrag ansehen
IManiero on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
Mai 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...Beitrag ansehen
Mrmichaelscott on Dezember 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 Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Dezember 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...Beitrag ansehen
Gelöst
MNar on Juli 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 Beitrag ansehen
1 Likes
2 Antworten
Akzeptierte Lösung
Autorität | Diamond Partner
Juli 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...Beitrag ansehen
Gelöst
HSaunders on Juli 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 Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juli 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...Beitrag ansehen
MMarafioti on Juni 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 Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende | Diamond Partner
Juli 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...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Akzeptierte Lösung
Koryphäe | Diamond 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...Beitrag ansehen
Gelöst
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. Beitrag ansehen
2 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | 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...Beitrag ansehen
Gelöst
GMascio on Februar 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 Beitrag ansehen
0 Likes
5 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Februar 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...Beitrag ansehen
Gelöst
Alexis on Dezember 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 Likes
5 Antworten
Akzeptierte Lösung
HubSpot-Produktteam
Dezember 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,...Beitrag ansehen
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