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.  

Mises à jour HubSpot
Statut mis à jour : 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

Statut mis à jour : 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 

114 Commentaires
Florencenoblet
Participant

I'm facing the same problem! Testing the sequence should be a great new feature. It's not efficient to wait delays...

VirginiaBee
Participant

I can't believe there is not an option to test a sequence. Doesn't make any sense. I am going to run my client's sequencing through Woodpecker. This just won't work, unfortunately.

GemmaR
Participant | Partenaire solutions Elite

Yes, please! I really need to be able to do this too. Testing out a sequence in real-time, when clients have very long sales cycles is not an option. I've got a client who has a gap of 2-4 months between some emails in their sequences!

 

The functionality we have in workflows to be able to test the entire process without the delays would be great. 

 

Thanks

KeeganSmith87
Participant

Need this.

jackielee
Participant

This would be super beneficial!! Users need to be able to test sequences before enabling them to ensure that they are going to operate as expected!!

bcsip
Membre

Yes, this is a must! You need to be able to test emails in sequences just like we can on the marketing side. 

Gerard1
Membre

This is standard in any CRM system.

It shows a lack of understanding who Hupspots' customers are by not having a "testing" feature!

 

cseid
Membre

Yes please!

kfopiano
Membre

I agree!  An "easy button" to "send test email now" for each email in the Sequence would be greatly beneficial to review content, layout, etc. prior to sending to customers/prospects.  I had to go through a manual work-around in order to see what I was actually sending out.  Thanks for having a suggestion box for user feedback!  🙂

MGROBIN
Membre

Hm. I just got done creating a sequence and was looking for a test button. Not there?!? I'm not gonna send this sequence to prospects without testing it. So all the work for nothing. I can't believe this feature is not there. It's a bit like delivering a car without seat-belts. I'm gonna have a little cry now.

GemmaR
Participant | Partenaire solutions Elite

I feel your pain MG Robin. 

angsloan
Membre

It's crazy not to have an email-sequence test functionality. What gives?

X300Momentum
Membre

This is huge issue...especially to be able to format things correctly 

 

SalesLoft gives you a mobile preview window so you know how it will look on a mobile device where most emails get opened from.

 

Screen Shot 2020-02-21 at 2.33.57 PM.png

scottrehlander
Participant

Agreed, we need this functionality

Statut mis à jour : Not Currently Planned
glencornell
Équipe de développement de HubSpot

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 

finn
Contributeur de premier rang

+1

Peterheath
Membre

Crazy - major LOGICAL process. I suggest pushing it up the priority list pronto

Luciana
Membre

Yes!!!!! This would be great. In an email in my sequence I have attached a link to a PDF, but it won't let me verify that it will work when the email goes out.

markaiello
Participant

Yes please add the ability to test a Sequence.

rparr1
Membre

Need this badly!