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. 

[ddomroski]

Yes!  It would be very helpful to see the open/clicks within the sequence reporting.  I would like early access to the new reporting.  Thanks.

[CM2]

I agree with all the comments above.  Plus it would be great to pull the Sequence Status to the Contact List View or the Contact View.

Can you give us an update or timeline to improve sequence reporting?

Thanks!

[glencornell]

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/...

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!

[glencornell]

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/...

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!

[Mpostles1]

Has this been made available yet?

[glencornell]

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

[Mpostles1]

@glencornell - How am I able to see the contacts that opened or clicked?  The high-level % of open or click is nice, but I need to see who is opening or who is clicking. 

[glencornell]

@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/...

[Kmoloo]

How do I find out WHO has opened my emails? For instance, if I can see that Email 1 had a 38% open rate, how do I then find out who those 38% were?

[Tstewart7332]

Yes, please send me access to this report ASAP!

[RJK]

Great addition - could really benefit from the ability to see open-click-reply rates in a list view of recipients.  This would make follow up prioritization much easier vs having to open each contact individually to see how they have responded.

I am told this is not available - please advise if this is under consideration for future releases.

[Drewski]

Hi guys, I've just launched a sequence and need to filter leads that clicked on emails. 

How do I do that?

Drew

[Bellefield]

Why can't we get this report for one on one emails?  The nature of our business does not allow us to use sequences.  We would still like to see how many of our emails get opened.  

[Paul320]

There isn't alot of information available in this forum post.  "Delivered" is the status.  What was "delivered".

The sequence reporting tells me the open rate and the click rate, but it doesn't tell me WHO took those actions.  I want to know who (in particular) clicked on the link in my email.

[pradheep-rzh]

In the template breakup of the Sequence reporting, the last email response rate is not being captured. The Support team told me that since the contacts unenroll from Sequence after the last email, it is not registering the statistics. Can you please fix this? Ideally, after the last email is sent, it might have to track for responses at least for seven days. 

[vanessahunt]

I'd like to be able to easily view in the Sequence performance which Contacts clicked on a link. We see the % who clicked, but as far as I know, it's not possible to see *who* clicked in the Sequence performance overview.

[ASpencer]

What is the point of running a sequence from a sales role (vs. marketing) and NOT be able to see WHO opens emails and clicks on links? It makes no sense that you can do this within marketing emails, but not within sequences. Hubspot is an adequate marketing automation tool, but for sales people using it as a CRM and trying to get insight on outreach, it is no wonder that sales automation tools like Outreach don't even bother with an integration. Come on Hubspot. Fix this. Us sales people that HAVE to use your platform (vs. something like SalesForce) are needing a reason to champion why Hubspot is worth using in a sales role. 

[MWhalen]

Hi, any updates on this request?

This exists already in the Marketing module.

Why can't the same functionality be made available in Sales?

[infiniteloop]

How do we see which of our contacts opened, clicked, and responded to the Sequence Campaign?

I don't see an option to view that information from the dashboard as we do in the Email Campaigns.