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
2 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

110 Replies
DataCollector
Member

These requests for improved reporting on sequences date back to 2016.  Don't hold your breath on a quick solution.  We switched from sequence efforts to workflows.  The reporting you seek is available within Workflows, but requires expansion into the Marketing suite.

EW516
Member

Hello Hubspot, 

In Mailshake I can easily see which contacts (in a sequence) have opened and clicked. When is this going to be available on Hubspot?

chad2
Participant

This is a bit helpful but lead scoring for sales emails and sequences is ideal. If a contact within a specific industry, title, location, etc. clicked, opened, visited our website, etc. should be called first before the other leads in our sales sequence/outreach strategy.

monmon
Participant

Hi Glen

 

Last time you mentioned these functionalities will be availble in the matter of weeks and months.

 

Do you have a more tangible date for this roll out?

 

M

FlywheelKinetic
Participant

The sooner the better. Sequences need some additional functionality. While I want all of the features already mentioned in this thread...

 

Today I'm looking for the functionality where I can set up a Workflow for Contacts that complete a sequence to be routed to a different HubSpot owner (move from Sales to Marketing).

 

I'm also looking for the functionality where I can set up a workflow for Contacts that complete a sequence to have contact properties changed (lifecycle stage as an example).

 

The third use case is for a Contact to be re-enrolled in a different sequence based on sequence engagement using a Workflow. Example, Sales team decides a Contact is "nonresponsive" to their attempts to contact and turns the lead manually to Marketing team. Marketing enrolls them in a "re-engagement" Sequence of three automated emails. When the Contact completes the sequence then an if/then branch in a Workflow would either determine the contact is engaging with the first three automated emails (opens, clicks) but not responding and enroll them in a second sequence of five automated emails based on education resources related to their original product interest OR the contact has not engaged with the first three automated emails and would be marked "Unqualifed" on a Contact Property and added to a list for future less-aggressive marketing campaigns.

michaelhalevy
Member

It would be great to have a report that aggregates all sequences into 1 report, and if we can view the actual NUMBER of replies, opens, bounce, meetings, etc. 

Maximef
Participant

What is the update on that topic since October ?

HHyliard
Member

Any update on these features?  We are really looking forward to being able to use to drill down sequence activity.  

TinaSimpson
Member
Against Sequence Reports - it would be useful to have the information of the prospect that has clicked on an email, but may not have responded or replied.
What is the likelihood of this feature being added or is the information already there, but we are not looking in the right place?
sarahw
Contributor

@TinaSimpson in order to see Open/Click Rate, you have to open the individual sequence. That data is listed for each automated email: 

sarahw_0-1611748937770.png

 

DHailstone
Member

@sarahw It lists the percenatge data. However, it doesn't give you details. The breakdown at the bottom sequence lists the recipients names and whether:

- The email was sent and no reply
- The recipient replied
- The email bounced.

That's it. As far as I can see, there's no way to see exactly who of the recipients opened an email, clicked but did not reply? Or even just opened the email. That's what would be really useful.

TinaSimpson
Member

Hi SarahW

I understand your can look at the %, but on the next pages it lists the email addresses.  

The flag at the moment are:

Enrolled, no response yet,

bounced,

contact replied to email, 

sequence ended, no response.

 

But what would be useful if it listed the email address of those that have clicked on (and how many times), and or opened the email.  So if you send 200 emails out you can see what each individual has done. 

 

I hope that make sense.

derekmorgen
Member

We need this ASAP!!!! Been using sequences for 2 years and need to see contacts in the dashboard.

VRaymer
Member

Any updates on this?

EW516
Member

Mailshake has this feature - why can't HUBSPOT?!

MPurtschert
Member

I thinkt that's criminal. If we send an email to hundred contacts and have a click rate of 10% then i really want to know which contacts has klicked in our email!

Thanks for this step in the future.

RV6
Participant

@glencornell How is this not already implemented? This post is from 2019 and it's a big need for your customers. 

Radosch
Member | Partner

I mean, isn't this key of conversations with a target group?

What sense does a sequence make, if you cannot see who reacted?

Inbound FTW.? I thought, that tracking and serving customers and potential customers well is in your 🧬.

I could not believe, when I found this. 

christa
Participant

I've been watching this since I first made a comment in Oct of 2019. 

HUBSPOT THIS IS UNACCEPTABLE

 

And this should be for every sales template, not just the templates used in a sequence

Why for marketing we can see all the details on an email, we know who opens, clicks, what link they clicked on etc? BUT when it comes to personalized sales efforts we are kept in the dark, why? There has been so much work over the years on reporting to include Sales Analytics etc. but when it comes down to actually having the information be useful for sales strategy and efforts, Hubspot falls short.

 

This is frustrating. I NEED to know WHO is clicking on my sales emails, what link did they click?! How else are we to know WHO is engaged with our sales efforts?

Get this done... come on!

Justin_Anderson
Member

Meeting with a lead in a few hours about buying Sales Hub and I forgot this was still a thing.

 

Especially when we have the ability to enroll 50 contacts at a time into a sequence, it absolutely does not make sense that we aren't able to drill into sequence contacts at a minimum.

 

At best, we also need to be able to create Active Lists of contacts who've been enrolled in/clicked in a sequence, whatever (much like the Workflow tool), but click in drill down to the list of contacts is needed, asap.

 

As others have noted, there's other tools that allow this and I want Sales Hub to be the best option to recommend.

 

-J