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
Occasional Contributor

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.

New Contributor

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!

 

 

HubSpot Product Team

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!

HubSpot Product Team

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!

New Contributor

Has this been made available yet?

HubSpot Product Team

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

New Contributor

@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. 

 

HubSpot Product Team

@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/...

Top Contributor | Platinum Partner

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?

New Contributor

Yes, please send me access to this report ASAP!

Regular Contributor

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.

New Member

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

How do I do that?

Drew

Occasional Contributor

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.  

Regular Contributor

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.

New Contributor

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. 

Top Contributor

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.