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
glynlewis
Member

As a Hubspot user - this is the improvment feature I want to see more than any other on the platform. It honestly seems like a quick fix for your team, and it surprises me that it has not been done already considering the responses to this post. Hope this is something your team can address asap.

glaurain
Contributor

Just to clarify for the HubSpot Product team, it's critical that we not only know which contacts opened which email in a sequence, but also how many times,  as well as what links they clicked on (if any).  This is basic functionality required by Sales to  gauge interest and to be able to follow up with the contacts i.e. via phone, social media, email or other prospecting means.  Right now we're doing all of this manually i.e. going into each contact in a list to see what their level of engagement is and then tracking this on a xls that we share with Sales for follow-up.  Happy to share that with the product team if want to see what we're doing.  But it's painfully tedious.

 

Thanks, Gerard

gerard@criticalarc.com

fiachra_duffy
HubSpot Employee
DanielS02118
Member

Remind me again to not expect granular information about who opened and who clicked on a sequence.  We just ran a sequence and received an open rate of 34% and a CTR of 4%.  This wasn't an academic exercise.  I want to know WHO those contacts were.  You can't.  This is a major fail on HubSpot's part, and no-one has been able to tell me why that simple functionality does not exist.  

fiachra_duffy
HubSpot Employee

@DanielS02118 – this is what this idea is about; we know this is a product feature our clients want and it is being reviewed. Make sure you upvote the idea (shows support for it) and check out my post to give you a little more granularity on who those are that have opened your sequence emails

ArmandHS
Member

To echo Glencornell's post,

 

It would be very beneficial to be able to report on the contacts that are sent and engage with sequences. At the current moment, the sequence dashboard will display a high-level view of the sequence performance but does not allow the user to be able to drill-down into the individual contact engagement with timestamps.

 

Allowing businesses to drill-down into how their contacts are actually engaging with their content allows for better insights on how to improve sequences for future campaigns.

Michael-Young
Member

Tracking activity is a critical task for almost any Sales or Marketing professional. With sequences today, it's currently VERY manual and time consuming. PLEASE help us with more visibility on how they are performing!

CophieSollins
Participant

@glencornell Are you able to give us an update on what is happening with this idea? Every time I check back there are more upvotes and more comments asking for this feature.

 

During a time when we are all struggling to keep afloat, data is an essential tool for our sales and marketing teams. Please help us!

Status updated to: In Planning
glencornell
HubSpot Product Team

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

jpkrech
Member

SO GREAT TO HEAR!  This capability, including being able to create list based on enrollment in SPECIFIC sequences is much needed...

CophieSollins
Participant

That's fantastic! Can't wait to see it 

Mudia
Member

Very encouraging news. 😊 Looking forward to it. 

skyliem
Participant

Thanks for the update, Glen! We're very excited and looking forward to it. 😊

Leadstreet-M
Participant | Diamond Partner

Thank you for the update, this is great news!

 

dkeir
Participant

Following

MelissaWilson
Participant | Gold Partner

YES! +1 - Not only only SEE them, but do something with them.  We can see a list of people who have viewed a sales document, for example, but cannot do anything with that list. Can't get to them with a workflow, can't export them or add them to an active list - nothing. Very frustrating. 

hssandesh
Contributor

Any update on this, yet? @glencornell 

emilyhyde24
Member

Yes please. We'd like this functionality as soon as possible. 

MBF20
Member

When you say this is "in planning", what is the timeline? Are we looking at next month or this time next year? We have to assume it's not happening for more than a year unless we hear otherwise — We're currently vetting other solutions because these are really deal-breaking problems for us (and other people, as it seems). 

 

Thanks in advance for sharing more details.

pawlytics_sara
Member

+1 need this ASAP. Is there an update on the timeline for this?