Drill-downs for Sequences Open/Click Reporting

glencornell

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 sequence but it does not allow users to take action from the report, or  understand the full picture of who is interacting with templates within the sequence. 

 

Users 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
Status updated to: In Planning
Sunday

Hi Community, 

 

An update from our progress in the last 2 weeks. 

 

We have made great progress in adding sequences data to the new Custom Report Builder in HubSpot. This will allow folks the ability to build custom reports cross-object reports using sequences data. We plan for this update to be ready within the next month.

 

We are making good progress on bringing over open/click/reply/bounce "event" data into Sequences reporting, to make our data in sequences cross-referenceable with the associated Contact objects. Once we have done this, we will be able to make this data interactable, allowing folks to drill down and view the specific contacts

 

With this same data we are developing a 'history log' concept that will serve as a timeline of all relevant "events" that fire for a sequence enrollment. The goal of this history log will be to serve as a timeline of every interaction that has occured during the span of a sequence enrollment. We will be treating this as an experiment to to iterate and improve on how we display sequences data, and I will provide details on how to participate here when that is ready. This will come after the Custom Report Builder is ready.

 

Thanks again for your patience and excitement for these updates, I will post here again as we progress.

 

Best,

Glen

Status updated to: In Planning
3 weeks ago

Hi Community! 

 

Thanks for continuing to follow this issue, and I apologize for the time it has taken the last several months. I want to assure you that this continues to be a top priority, and although there have been some setbacks, are continuing to make progress and still plan to provide this functionality in Sequences reports, Lists, Workflows, and custom reports in the reporting dashboard. Due to some internal dependencis across multiple teams, I need to refrain from providing any direct time estimates on this project, but I can assure you all that this is a top priority for Sequences. 

 

Going forward I will be provide updates every 2-3 weeks to keep everyone in the loop and provide information once there are new related features in beta or in production.

 

Thanks,

Glen

Status updated to: In Planning
Oct 27, 2020

Hi Community! 

 

I appreciate all of your patience on this issue as we reviewed and planned in these past couple of months. There are several reporting updates we have planned that will be rolling out in the coming weeks and months, which will impact the following Ideas in the community:

 

We are in the progress of adding sequences to the custom report builder, which will allow users to create custom, sophiticated, "drill-downable" reports for sequences to be added to the dashboard and report library. In order to do this, we have been going through a long process of migrating sequences data to our reporting platform, which will begin to unlock more platform capabilities.

 

We then plan to also follow-up with new Contact properties related to sequences, which should give you the ability to filter contacts based on sequence enrollment, and based on engagements like "opens" and "clicks" within a sequence. We'll next be able to follow with new sequences-specific properties that will be accessible in Lists, Workflows, and Reports!

 

Finally, we plan to make some larger changes to the report that currently exists in the Sequences section of HubSpot. This will likely include updates to the report layout, and when completed will also include the ability to drill down into the contacts that have opened a clicked.

 

We are very excited and eager to work on these updates, and I will follow-up on this and the other ideas forums posts when we have more to share!

 

Best,

Glen

Status updated to: Being Reviewed
Apr 9, 2020

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

Mar 24, 2020

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

 

 

Status updated to: In Planning
Apr 11, 2019

112 Replies
laurat
Participant

definitely important! please enable!

LM1
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 ? 

bfrimoth
Member

Any status update on this??

LumaBendini
Participant

I agree! If you can see the percentage of openings in the sequence, why not just see the specific recipient that have opened (just as it is in the Email Marketing session). This issue seems to be unsolved. 

Mægnus
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.

RJK
Participant

Hey thanks Maegnus - this will help for sure!

brotelli
Participant

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

adeck
Member | Partner

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

JennGonza
Member

Would love to see this feature!

Is there an update ?

MissTipsi
Top 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?

glencornell
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

 

 

SGV
Participant

I totally agree.  What's the point of having data if you can filter, manipulate and analyze it in order to make better business decisions.

 

The topline stats are helpful, but in order for this data to be actionable we need to know who opened the email and who clicked further...and be able to export it.  

 

Come on Hubspot...it's 2020!!!

Status updated to: Being Reviewed
glencornell
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

MrIncredible
Participant

Replying to subscribe.

jasonbeck
Member

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.

Louis
Participant

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?

glaurain
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.

kylepullman
Member

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

finn
Top Contributor

+1

Arno_finalgo
Member

Nice idea, it would be very useful !! 

We really want to know who is interested and has clicked the link !!