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Solucionado
VRakitski on Abril 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Abril 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...Leia mais
Solucionado
HS_Chathura on Abril 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 Leia mais
4 avaliações positivas
2 Respostas
Solução Aceita
Participante de valor | Parceiro Diamante
Abril 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...Leia mais
Solucionado
TThomas0 on Agosto 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 Leia mais
1 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Agosto 08, 2024 00:14
Hi @TThomas0 , Yes, this can be done with the custom report builder: Menu > Reporting > Reports > Create report > Custom Report Bu...Leia mais
IManiero on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Maio 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...Leia mais
Mrmichaelscott on Dezembro 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Dezembro 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...Leia mais
Solucionado
MNar on Julho 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 Leia mais
1 avaliações positivas
2 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro Diamante
Julho 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...Leia mais
Solucionado
HSaunders on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 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...Leia mais
MMarafioti on Junho 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 Leia mais
0 avaliações positivas
2 Respostas
Colaborador(a) | Parceiro Diamante
Julho 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...Leia mais
Solucionado
JacquelineOng on Setembro 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 Leia mais
Solução Aceita
Participante de valor | Parceiro Diamante
Abril 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...Leia mais
Solucionado
dmattauch on Agosto 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. Leia mais
2 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Agosto 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...Leia mais
Solucionado
GMascio on Fevereiro 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 Leia mais
0 avaliações positivas
5 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
Solucionado
Alexis on Dezembro 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 avaliações positivas
5 Respostas
Solução Aceita
Equipe de Produto da HubSpot
Dezembro 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,...Leia mais
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