Email open and click reporting for sequences

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.

 

Summary.png

 

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. 

HubSpot updates
Apr 29, 2019

@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

Apr 29, 2019

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

Apr 26, 2019

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!

Apr 26, 2019

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!

Apr 16, 2019

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

Apr 11, 2019

@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

Mar 26, 2019

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.

 

 

Mar 26, 2019

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.

 

 

Status updated to: Delivered
Mar 25, 2019

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

Mar 25, 2019

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

 

Sequences___HubSpot-3.png

Feb 5, 2019

Sorry about that, should be working now Samantha! 

Feb 5, 2019

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!

Status updated to: In Beta
Feb 4, 2019

Re: Email open and click reporting for sequences - changed to: In Planning
Nov 30, 2018

This is actively being worked on by our dev team. 

96 Replies
Status updated to: In Planning
HubSpot Product Team

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...

Occasional Contributor

Great news. Really appreciated!

Occasional Contributor

Looking good!

New Contributor

Please let us know as soon as this is ready!

New Contributor

Awesome!!! Can't wait 🙂

New Contributor

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

New Contributor

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

New Contributor

Would love to test this out!

Occasional Contributor

 Would love access to this feature.

Occasional Contributor

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.

Top Contributor

When will this functionality be available? 

New Contributor

 Is this option availabe yet?

Occasional Contributor

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.

New Contributor

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

Occasional Contributor

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.

Regular Contributor

Can we please be included in the beta?

Top Contributor

I would also like to have the beta 

New Contributor

Is this available yet?

New Contributor

Yes, please! This would be wonderful to have. 

New Contributor

I neeeeed this!