We are a sales organization and have hundreds of email templates inside of Hubspot. While there are reports that show the overall performance of a template, there is no way to dive into that data and see all the contacts who were sent that template and opened it. I would like to be able to see a contact list of everyone who opened the email and be able to sort that list by who opened it the most, highest to lowest. If someone has opened an email 8 times and not yet replied, they should be at the top of my list for a follow-up phone call. I would start every day with that report if it existed, as it would help identify the warmest leads. All the data exists already within Hubspot, we just need this report to pull it together in a more actionable way.
The current reporting features don't have any template functionality right now which is a bit disappointing.
I think there is a lot of potential for Sales Template reporting and being able to drill into opens/replies/clicks on those templates. Right now, it seems like the activity feed is the best way to do that, but it is not customizeable in any way.
Also, if you are on the Sales Analytics dashboard, you can export some reports, but once again, the functionality is limited, and if you export a report to a dashboard, you can't drill in anywhere.
It would be very helpful to create lists based on contacts I've sent certain template emails to. Right now, there's not a way to search contacts by template email, and I'm not sure why. This feature would be very helpful.
I am also facing the same problem, Although we can track the contacts in Marketing Emails as there are links available overthere but there is no option to track the contacts for Hubspot template report.
Please let us know if you have the relevent answer over this.
Same here - I would love to be able to see a list of contacts who have received a specific template email (opens, clicks etc.). I need to be able to follow up with leads that are warm enough to interact with an template email a few times.
2 years after this idea has been submitted we are all still waiting. It is a tremendous shame and hindrance to all users that this data isn't easily accessible. Come on HubSpot, make it happen please.
Agreed with all of the above. We'd love to be able to drill down into which personas or companies have the best open/click/response rates for specific templates and sequences!
I agree this would be a really useful feature. You can see which people were sent a marketing email so why wouldn't you be able to see which people were sent a template email?
Please add this feature when possible. I am presently digging through each record to try to build a list of the template emails I sent to about 40 contacts. Maybe try one of our portfoilos products https://www.bloomfilter.app/. to put it in priority ;-). Thank you Hubspot for all. Our latest client www.airvine.com is building their business on this platform, its been a great resource for them!
