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

34 Replies
New Member

Answer

 

Go to Contacts and create a filter 'Recent Sales Email Clicked' is 'known'. You'll see all of the contacts that have clicked through from your email. You may have to drill down further in the filters to get to exactly where you need to be but this does work. 

 

Would be better to be able to just click on the click through within the sequence reporting.

Regular Contributor

Hey thanks Maegnus - this will help for sure!

Occasional Contributor

On tthe clicks we should be able to see what they clicked as well not just that they clicked something in the email.

New Contributor

I couldn't agree more. The purpose of sequences is to faciliate meaningful one-to-one relationships which is nearly impossible to do if you don't have insights onto who is clicking on emails and more importnatly, what they are clicking on. I

Visitor

Would love to see this feature!

Is there an update ?

Regular Contributor

So, we've just launched our first sequence today and come across this problem....inability to drill-down is a real issue.

 

Any chance of an update? Or is this another one that is forever In Progress?

HubSpot Product Team
HubSpot Product Team

Hey Community! 

 

Thanks for all the feedback, suggestions, and passion around this sequences reporting idea. I wanted to give an update for you all so you have a better idea for where this falls in our planning.

 

We initially proactively created this idea because we believe that all sales metrics, wherever possible, should be accessible for drill-downs. We still believe this, and are still planning un providing better insights here. For that reason, we are planning a broader update to sequences reporting across the board in 2020. Some of these changes will results in new properties available for creating lists and filters, others will allow for new functions in the custom report builder. Within our Sequences user interface, where this specific report lives, we are planning to do some overall restructuring of the reporting section as a whole. With this, we plan to provide more categories/metric, better management of enrollments, including some bulk actions, the ability to drill down into metrics and other types of functions that we still need to evaluate.

 

Unfortunately, in order to improve reporting as a whole in the longer term, we've delayed making this change in the first half of 2020. I will update again here once we are making meaningful progress in reporting updates for sequences.

 

Thank you all for your patience!


Best,

Glen

 

 

HubSpot Product Team
HubSpot Product Team
updated to: Being Reviewed

Hey Community! 

 

Thanks for all the feedback, suggestions, and passion around this sequences reporting idea. I wanted to give an update for you all so you have a better idea for where this falls in our planning.

 

We initially proactively created this idea because we believe that all sales metrics, wherever possible, should be accessible for drill-downs. We still believe this, and are still planning un providing better insights here. For that reason, we are planning a broader update to sequences reporting across the board in 2020. Some of these changes will results in new properties available for creating lists and filters, others will allow for new functions in the custom report builder. Within our Sequences user interface, where this specific report lives, we are planning to do some overall restructuring of the reporting section as a whole. With this, we plan to provide more categories/metric, better management of enrollments, including some bulk actions, the ability to drill down into metrics and other types of functions that we still need to evaluate.

 

Unfortunately, in order to improve reporting as a whole in the longer term, we've delayed making this change in the first half of 2020. I will update again here once we are making meaningful progress in reporting updates for sequences.

 

Thank you all for your patience!


Best,

Glen

New Contributor

Replying to subscribe.

Visitor

The reporting dashboard layout on a marketing email is fantastic and tells you most of this information.  That could be a strong strarting place for a specific email within a sequence on how to display performance on that individual email within a sequence.

Occasional Contributor

It is crucial to be able to deep dive and see the list of contacts that opened, clicked on our emails!

do you have updates?

Regular Contributor

Appreciate the updates but this has been an outstanding request for 18 months. We really need a more complete and accurate update from HubSpot's Product team other than, "we're not doing it the first half of the year". It's almost June, so when will this be delivered?

This is a major gap in functionality and when you're running multiple sequences for several hundred individuals, having to drill down on each contact to get details such as the number of opens and clicks is not scalable.  I understand a contact activity view can be built but that does not provide details on the number of opens and clicks.

Visitor

This seems easy, and would be really, really helpful for digging into who is looking at emails to better follow up with other channels. 

Top Contributor

+1