Drill-downs for Sequences Open/Click Reporting

We've recently added a break-down table with open and click reporting, but there's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequences, but users want a report they can take action on and better understand the full picture. 

 

We need the ability to click the % and see a list of the contacts that have opened or clicked the specific sequence.

 

Sequences___HubSpot.png

HubSpot updates
19 Replies
HubSpot Product Team
HubSpot Product Team
updated to: In Planning
 
nick-gat
Regular Contributor

Can we get the ability to report on how many contacts a user has enrolled in a sequence? We want to build lists based off this kind of activity but there doesn't seem to be a way to surface this kind of information.

Kmoloo
Regular Contributor

This will be really helpful to see.  As a workaround for the reporting not being in existence yet, I've been using the following process:

 

1. Create a new multiple checkbox custom property for "Sequence Membership"

2. Assign all contacts imported or included in the sequence a value (title of sequence) for that property.

3. Enroll contacts and run your sequence.

4. Create a filtered contact view with the following filters:

    - Sequence membership is any of "[insert value for title of sequence]"

    - Recent sales email open date is after "[insert date sequence started]"

 

Then, you can see who has opened emails from your sequence.  Hope this helps someone.

 

 

glaurain
Regular Contributor

Providing which contacts opened which email in a sequence, as well as what links they clicked on (if any), is basic functionality required by Sales to be able to follow up with the contacts i.e. via phone or other prospecting means.

 

Thanks,

Gerard

bwagner
New Member

I find the Hubspot reporting for sequence tracking useful. However, I would like to see who comprises the group of "clicks" in each email that goes out.

 

Sequences___HubSpot.png

 

Your support team offered the following:

 

Currently there is not a way to create a list based off of contacts which have clicked on a link within a Sequence. In order to view which contacts have clicked on a link in the emails, this can be done by viewing the individual contact record, or by using your Activity Feed.

Blake-Digistorm
New Member

Seems very logical to view these since we are able to access open/clicks on single contacts. Can't believe this is not a functionailty yet it was first reported 2017? 

Please inform once this is completed. 

tpgoebel
Occasional Contributor

Yes please! We'd like to contact people that opened our emails but didn't reply...

JosephFlahiff
New Contributor

Yes, please!!!!!

skyliem
Occasional Contributor

At the moment in the Sequence overview page, we are able to filter:

  • Enrolled, no response yet
  • Sequence ended, no response
  • Manually unenrolled
  • Contact booked meeting
  • Contact replied to email
  • Errors

but it is not possible to see which specific contacts have opened/clicked on emails in a sequence, only the generic open rate is available. It would be great to have these options.

 

------

 

At the moment the only way around would be to make a list where you use Recent Sales Email Open Rate is Known and Now in Sequence is True, but this won't be an efficient way to keep track as time progresses.

 

Or another workaround would be navigating to the contact records and examining the activity there in the Activity Feed.

ML88
New Contributor

Yes... please. Great idea. I'd use it. 

ValentineM
New Member

So far, when analysing templates and sequences, it is not possible to see unique opens or clicks, or replies. For example, if email "X" gets sent to one customer, and that customer opens it twice, it counts as 2 opens and 200% open rate. Which is not accurate. Would be much more accurate if opens/clicks/replies were actually given in terms of unique count. So following the example, with a 100% open rate.

christa
Regular Contributor

This is very much needed for a Sales team to be effective with additional follow up. It looks like it's been in the 'in planning' since April 2019. Can we get an ETA on when this will go live or if there is a beta to check it out?

ddomroski
Occasional Contributor

Yes!  It is critical to understand exactly which contacts are engaging with the sales sequences.  Please enable us.  

Susan42
Visitor

Is there an update, timeline or beta on this feature?   

RJK
Regular Contributor

Hello,  I hope some progress is being made on this,,, seems the thread has dried up.  This is a logical and desirable feature,,, being able to prioritize follow ups.   Hard to believe this is not already built in, esp given the interest and length of time it's been under cosideration!!!

 

PMC
Regular Visitor

Is there any update on this feature? It seems to be a huge oversight that this isn't available and is critical to being able to prioritise follow up.

PMC
Regular Visitor

Also, is the same being looked at for stand-alone email templates that aren't in a sequence? At the moment, there isn't even a way of drilling down on who has been sent a sales email template, let alone viewed, clicked etc. Thanks

laurat
Occasional Contributor

definitely important! please enable!

LM1
New Member

Il est fondamental d'installer ce nouvel outil pour augmenter notre performance en ciblant davatange un groupe précis de leads, à savoir ceux qui ont cliquer sur le lien. À quand est-ce prévu ?