Email open and click reporting for sequences

[sjudson]

Scott from the product team here.

We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting independently within HubSpot.  

To solve this, we're building open and click reporting directly into Sequences.

If you're interested in getting early access to open and click reporting, upvote this post and we'll reach out to you to let you know as soon as it's available. 

[sjudson]

@Mpostles1  - yes, that's something that we are working to provide more functionality around. You can track the progress here: https://community.hubspot.com/t5/HubSpot-Ideas/Drill-downs-for-Sequences-Open-Click-Reporting/idi-p/264556

[sjudson]

@Mpostles1  - yes, we are continuing to build on functionality, but you will see see on the summary page for every sequence now. 

[sjudson]

Thanks, @CM2  - I'll make sure to provide updates on this ideas forum post - https://community.hubspot.com/t5/HubSpot-Ideas/Drill-downs-for-Sequences-Open-Click-Reporting/idi-p/264556

We are in now in development but I'm sorry that I can not yet give an accurate projection for when this will be live until we make more progress. I'm eager to get this out too!

[sjudson]

Thanks, @CM2  - I'll make sure to provide updates on this ideas forum post - https://community.hubspot.com/t5/HubSpot-Ideas/Drill-downs-for-Sequences-Open-Click-Reporting/idi-p/264556

We are in now in development but I'm sorry that I can not yet give an accurate projection for when this will be live until we make more progress. I'm eager to get this out too!

[sjudson]

@bhansel - if you upvote the drill down reporting idea i'll reach out once we have something in beta!

[sjudson]

@Sumit_Gsource -

I agree! We are currently working on a way to make this report into a drilldown report to see the specific contacts that have opened or clicked emails in your sequence. I've created a Idea post here to track the progress:

https://community.hubspot.com/t5/HubSpot-Ideas/Drill-downs-for-Sequences-Open-Click-Reporting/idi-p/264556

[sjudson]

Hi @JHankin ,

Thanks for the followup! 

1. We have no way of creating a list of contacts who have been enrolled or completed a specific sequence

- this is something we are currently working on. It is technically a separate step for us to build, so I've been tracking these ideas that have specifically brought up the need for list of contacts enrolled or completed in a specific sequence:

https://community.hubspot.com/t5/HubSpot-Ideas/filter-contacts-by-sequence-enrollment/idc-p/179946

https://community.hubspot.com/t5/HubSpot-Ideas/Create-a-contact-list-from-a-sequence-or-sequences/idi-p/257222

https://community.hubspot.com/t5/Sales-Hub-Tools/Sorting-Contacts-Out-of-a-List-For-Sequence-Enrollment/td-p/184715

2. We have no way of creating a list of contacts who received the emails, opened but didn't reply 

3. We have no way of creating a list of contacts who opened the email, clicked, but didn't do anything else.

We are planning to add a clickable component to this reporting as our next step, this should show you contacts that have clicked. To segment between contacts that have done one action and not the other is something you would be able to build once we have completed point #1 above. Using the sequence enrolled field, and the "recent sales email open" and "recent sales email click" properties.

[sjudson]

Hi @JHankin ,

Thanks for the followup! 

1. We have no way of creating a list of contacts who have been enrolled or completed a specific sequence

- this is something we are currently working on. It is technically a separate step for us to build, so I've been tracking these ideas that have specifically brought up the need for list of contacts enrolled or completed in a specific sequence:

https://community.hubspot.com/t5/HubSpot-Ideas/filter-contacts-by-sequence-enrollment/idc-p/179946

https://community.hubspot.com/t5/HubSpot-Ideas/Create-a-contact-list-from-a-sequence-or-sequences/idi-p/257222

https://community.hubspot.com/t5/Sales-Hub-Tools/Sorting-Contacts-Out-of-a-List-For-Sequence-Enrollment/td-p/184715

2. We have no way of creating a list of contacts who received the emails, opened but didn't reply 

3. We have no way of creating a list of contacts who opened the email, clicked, but didn't do anything else.

We are planning to add a clickable component to this reporting as our next step, this should show you contacts that have clicked. To segment between contacts that have done one action and not the other is something you would be able to build once we have completed point #1 above. Using the sequence enrolled field, and the "recent sales email open" and "recent sales email click" properties.

[sjudson]

Sequences now have open and click reporting for the entire sequence as well as a breakdown of each template!

[sjudson]

Sequences now have open and click reporting for the entire sequence as well as a breakdown of each template!

[sjudson]

Sorry about that, should be working now Samantha! 

[sjudson]

If you would like access to the beta please fill out this form, and I'll follow-up with an email once you have access to this feature!

[sjudson]

This is actively being worked on by our dev team. 

[sjudson]

Hi @boldigital @apschreck @Juuso @Sam_Journeyman @polomarco - We're actively working on open and click reporting in sequences. Check it out here and upvote if you'd like to be notified when it's ready: 

https://community.hubspot.com/t5/HubSpot-Ideas/Email-open-and-click-reporting-for-sequences/idi-p/21...

[Juuso]

Great news. Really appreciated!

[bfarr]

Looking good!

[djhansen135]

Please let us know as soon as this is ready!

[apschreck]

Awesome!!! Can't wait 🙂

[samzeisler]

Yes! I need this! Would love if this were to roll out. This is exactly what I am missing in my Hubspot sales tracking. 

[ivan1]

This is a great add to the sequence reporting side of things. 

[stevedeckert]

Would love to test this out!

[HubHero]

 Would love access to this feature.

[emilyaiko]

While on the topic of sequences one of the features that was removed is to be able to BCC to Salesforce function for Sequence emails. Through the timeline we can log the first email in the sequence to salesforce but all other emails are not logged.

[nikkiv]

When will this functionality be available? 

[GradLabs]

 Is this option availabe yet?

[Juuso]

Don't think it's available yet. At the moment the closest thing is to look at individual template's performance in Sales Content Analytics tab.

[GradLabs]

I will check that out thanks! I would like to be able to drill down to the contact level if possible.

[KymB]

I just had a discussion about this with your support. I wanted to compare performance on the main KPIs between are marketing and sales email efforts. It woud be great to get access to this report.

[nick-gat]

Can we please be included in the beta?

[nikkiv]

I would also like to have the beta 

[samzeisler]

Is this available yet?

[jscottapexchat]

Yes, please! This would be wonderful to have. 

[willis247]

I neeeeed this!