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.

 

 

changed 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!

changed to: In Beta
Feb 4, 2019

changed to: In Planning
Nov 30, 2018

This is actively being worked on by our dev team. 

96 Replies
HubSpot Product Team
HubSpot Product Team
updated to: In Beta
 
Top Contributor

Can we get Beta of this feature? 

New Contributor

How do we get beta access?

HubSpot Product Team
HubSpot Product Team

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!

Regular Contributor

@glencornell I'm getting an error message at that link.

HubSpot Product Team
HubSpot Product Team

Sorry about that, should be working now Samantha! 

New Member

When will this be available?

Regular Contributor

Love this idea! :-)

Occasional Contributor

Hey Scott, we chatted back in October about this as I shared a few ideas on how others do it. Just saw that it's in beta and would love access to it!

New Contributor

This will be very useful. I would like to suggest a few ideas;

 

1. It would also be very useful to be able to see a list of the contacts who did not open the email sequence. Essentially a no action/no engagement report. This would then allow the ability to create a list for a new sequence once the previous sequnce that resulted in no action is over. 

 

2. Having the ability to be able to add to a sequnce once it is running would also be very beneficial. For example; being able to update or add/edit an email/task to the sequnce once it's already deployed would be very useful.\

New Contributor

These metrics are way more insightful than the current one.  Is there an estimated time when we can get access to it?

Thanks!

HubSpot Product Team
HubSpot Product Team

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

 

Sequences___HubSpot-3.png

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

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

Occasional Contributor

Is this still available?  I have written the following complaint with sequences:

 

 

Let's talk about Sequences... 

 

A great tool, in theory, one that my Sales team uses all the time, but it's lacking core functionality that actually makes this usable.  Here are some challenges that we are facing:

 

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

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

 

This is the core functionality that is required for our sales team to effectively do their job in prospecting, and provide offline follow-up based on actions. 

 

HubSpot, I'd like to understand when you are going to be enhancing this functionality. 

 

At this stage, I'm tempted to recommend our Sales team revert back to using marketing workflows as we will be able to obtain this advanced functionality we need to make action-driven decisions on engagement.

HubSpot Product Team
HubSpot Product Team

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/id...

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

 

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.

 

 

HubSpot Product Team
HubSpot Product Team

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/id...

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

 

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.

 

 

New Contributor

The new feature to view the stats for Open/Click rate is great but lacks a vision in the sense when it comes down to identifying those key contacts who opened or clicked these emails.  To go into every contact (using multiple clicks) and figure out who these contacts were is cumbersome and becomes a huge task to analyze larger data sets. 

 

From a UI perspective - the stats indicating the percentage on the report can be made clickable to view those contacts or you can simply add some more filters to the status drop-down. 

 

I hope HubSpot shares the same vision and we see this incorporated in the recent builds. 

 

Big thanks to HubSpot Support for encouraging me to write share this idea with the community!

 

A big fan of HubSpotl

HubSpot Product Team
HubSpot Product Team

@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/...

New Contributor

Yes, we are also looking for a report that shows us the contacts that opened or clicked on a sequence.  I would like access to this function as soon as it is available. 

HubSpot Product Team
HubSpot Product Team

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