HubSpot Ideas

ddomroski

Sequence Testing

It would be great to be able to test a sequence immediately (see the emails and task notifications) instead of having to wait for it process through the timing.  

HubSpot-Updates
Status aktualisiert zu: Not Currently Planned
September 11, 2023 09:20 AM

Hi everyone,

 

I'm Ana, the PM for sequences here at HubSpot. This idea is on our radar, but not our roadmap at this time, specifically through the end of 2023. I understand the need to test out and preview the content you’re sending your prospects and contacts, and we'll continue to investigate how to make this a reality.

 

I also wanted to highlight a workaround mentioned in this thread: sequence emails are made up of templates, which can be sent to yourself to preview how an email will appear to recipients. To do this, navigate to any test contact, open up the email compose window and click ‘Templates’ to select and send any email template.

 

I appreciate the feedback and examples shared in the thread! If you would like to chat more about this or other sequences feedback, please feel free to message me directly and we can continue the conversation.

 

Best,
Ana

Status aktualisiert zu: Not Currently Planned
April 27, 2020 01:57 PM

Hi Community,

 

For transparency, I'm updating this idea to 'Not currently planned' because sending a test sequence is not currently planned in the team's work this quarter. This idea is on our radar though, and we see agree with the value that comes with being able test send an entire sequence enrollment immediately rather than needing to wait several days. Doing this would mirror some functionality that is currently possible in Workflows.

 

I will update here if and when we decide to review this issue to be planned in the sequences roadmap.

 

Best,

Glen 

109 Kommentare
CarrieGallagher
Teilnehmer/-in | Platinum Partner

Can we please get someone from HubSpot to confirm this thread is being seen? Thank you!

DrAasim
Mitglied

Agreed, this is one product deficit I've found that seems like a high value to many people. The added steps of doing this manually are a pain and can lead to confusion IF there are multiple people in the account and multiple campaigns running (which there will be of course!)

mgphillips
Teilnehmer/-in

I heard from our account manager that this is due to be released in September/October. Would be great to get official confirmation from HubSpot publicly though!

RCarson3
Mitglied

Gee, it's only been four years...how much longer do we have to wait for such an obviously useful feature?

DSelch
Mitglied

I miss this feature every time I make a new sequence.  Or modify a sequence.  Or just worry that my sequence isn't formatting correctly when I send it.  Or want to double check that when I write a new email in word, then copy/paste it to HS, it formats correctly. 

Please add this. Thank you.  

CarrieGallagher
Teilnehmer/-in | Platinum Partner

I don't think anyone is monitoring this, seeing as how long the feature request has been up. Considering the number of users that want it, maybe it's time to take it to Reddit and get more eyeballs. https://www.reddit.com/r/hubspot/

madisoncc
Mitglied

It's absurd that there is no way to test an email sequence. A must have for QA and testing!!!!

MRubin9
Teilnehmer/-in

I think it is time to have each of us write a quick email - reference this
known required feature that is missing to Brian Halligan, Yamini Rngan,
Dhramash Shah - <edited to remove Pii information>

And then just maybe we can get them to put on a roadmap and get done in a
month...

Mark

DSelch
Mitglied

Good idea MRubin9.  I am just going to email a screen shot of this thread to them.

In the meantime, I have a work around....  Sequences are made of Templates. I test by emailing each template to myself. 

Status aktualisiert zu: Not Currently Planned
adimarino
HubSpot-Produktteam

Hi everyone,

 

I'm Ana, the PM for sequences here at HubSpot. This idea is on our radar, but not our roadmap at this time, specifically through the end of 2023. I understand the need to test out and preview the content you’re sending your prospects and contacts, and we'll continue to investigate how to make this a reality.

 

I also wanted to highlight a workaround mentioned in this thread: sequence emails are made up of templates, which can be sent to yourself to preview how an email will appear to recipients. To do this, navigate to any test contact, open up the email compose window and click ‘Templates’ to select and send any email template.

 

I appreciate the feedback and examples shared in the thread! If you would like to chat more about this or other sequences feedback, please feel free to message me directly and we can continue the conversation.

 

Best,
Ana

CEvans28
Teilnehmer/-in

Ah yes, the old "search for a how to do something on Hubspot" only to be met with a 4 year old forum with 200+ upvotes that has a "not currently planned" badge. We love to see it!

MTeiss
Mitglied

Chiming in to upvote this one please. We want to ramp up automation so our ISRs don't have to manually click and send emails to prospects. It would save SO much time. But without the ability to test those sequences, we're stuck. I can't get buy-in from the team if we're sending emails blind.

Haugan
Mitglied

Is this being worked on at all by Hubspot development? 

MRubin9
Teilnehmer/-in
Nope, I have asked many times. Brought it up with CS rep a week ago
again. Very disappointing.
elisestieren
Teilnehmer/-in

+1 ... will use the workaround but would like this feature for our workflows as well. 

DSelch
Mitglied
Hi Haugan - My understanding is that they aren't. They feel their
workaround of testing templates is sufficient.
MRubin9
Teilnehmer/-in

Hubspot Team - This is a baseline feature if you want to have a product that is competitive with 'sales engagement' platforms.  Salesloft and Outreach have this feature.  It has been more than 4 years folks are asking for.  This is a major time waster by not having.

 

Mark

ELeong
HubSpot Employee

Hi team, would like to upvote this idea on behalf of my customer as well. Testing with personal emails can be rather tedious and it would be great if we have "Test" feature like workflows / marketing emails 🙂 

RMendis
Mitglied

It is unbelievable to me that HubSpot doesn't have such a simple, basic feature after 4 years. It should have been a default capability from the start of having a sequence feature in the product. I suspect this is because they are trying to avoid sequencing having the same capabilities as workflows, but that's a poor product decision for customers.

JprattPCA
Mitglied

AGREED!  How am I going to send a sequence to hundreds or thousands of email addresses and not be able to test it?  Only to potenitally look very unprofessional when something didn't populate properly and I lose all credibility going forward as someone who personalizes my outreach (because it now looks clearly spammy).