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 

103 Kommentare
Milimon
Mitglied

It would really be nice if they soon include the option to test the sequences before they are sent to the final contacts.

TPang
Mitglied

I would really like this feature to test out emails to my inbox so I can share email screenshots in decks and historical records.

DBowers
Mitglied

Really need this feature as it would be much simpler to implement and adopt sequences. 

MRubin9
Mitglied

Must have, your competition does - Salesloft makes it very easy. 

PerrynOlson
Mitglied

I'm amazed HubSpot doesn't have this feature yet. I had it back in 2015 when I used SharpSpring. 

JOpie
Stratege/Strategin

While I could enroll myself, as mentioned, having the test ability would be ideal. Please make it so!

toolsadmin
Mitglied

Needed! A lot of steps are needed to work around this lack of functionality... 

kelseyhamon
Teilnehmer/-in

There's got to be a way to test without actually enrolling a test email and waiting the number of days a sequence could take to be sure all is set up correctly

thatch
Mitglied

REALLY WISH I COULD TEST THIS.......

DBerger
Teilnehmer/-in

This is a critical feature - I just had a sales prospect write back to me that she was very unimpressed with my company's professionalism... all because I wasn't able to test my email sequence. It turned out there was a broken image that caused the entire email to appear to the recipient as a long string of characters. Something I would have known if I'd been able to test the sequence!

nlssplgn
Mitglied

Every other mail marketing tool has this, so why not Hubspot? 

DHill5
Teilnehmer/-in

Three years and still not being planned? Critical piece of marketing and sales QA, really need testing to be added to sequences.

CarrieGallagher
Teilnehmer/-in | Platinum Partner

Have there been any updates to this? It's extrememly important to be able to test sequences before turning them on (like workflows), especially since they often include several one-to-one emails that can create a clunky user experience if not done right. As a HubSpot Partner, more and more companies come to me asking about how to use Sequences, so this is a hot priority for Sales Hub users and agencies alike. Thanks!

AVela8
Mitglied

If you turn of the "Delay" function for each email, you can cycle through your entire sequence for testing, and then restablish the "Delays" upon confirming the content delivery.

AClark51
Teilnehmer/-in

How is this not a feature? It's been requested for over 2 years now?

tdanciak
Mitglied

So surprised that sequences do not have test functionality.  Please add ASAP.

 

As a work around,

1) I am cloning my original sequence X times for each email in the sequence.  For example, I clone it 4X for a four email sequence.

 

2) Keep only one unique email in each cloned sequence and delete the rest.  In my example, I have 4 cloned sequences and each one has different content.

 

3) Change delay time to 1 day for each

 

4) Enroll a test email account of your choosing to each cloned sequence.  

 

This takes a ton of time, and would only recommend doing for each new, major sequence or change.

CarrieGallagher
Teilnehmer/-in | Platinum Partner

I am also shocked that this hasn't been done yet. Sequences are all my clients want to talk about. Much more than AI.

MRubin9
Mitglied
I like the idea, but just reading it, I am thinking that is a lot of work...
mgphillips
Teilnehmer/-in

This is really essential and exists in competitor products, I am very surprised and disappointed this does not exist already given how long ago this was requested (looks like 4 years?).

 

I need to be able to send all emails in a sequence to myself and my colleagues for review before sending. This is significant enough for me to now be looking at moving away from Hubspot

 

 

Jyotshna
Mitglied

Yes , agree before we run the sequence it would be great we can test it as we can do in the workflow