Drill-downs for Sequences Open/Click Reporting

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
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

87 Replies
Occasional Contributor

definitely important! please enable!

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 ? 

Visitor

Any status update on this??

New Contributor

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. 

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!

Regular 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 ?

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?

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

 

 

Regular Contributor

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
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

Occasional 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. 

Esteemed Contributor

+1

New Contributor

Nice idea, it would be very useful !! 

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