Report on Sequence?

[Alexis]

Hi there,

Is there a way to issue a report on Sequence to see who answered and who un-enrolled?

I have a large number of enrollment with my sales team and want to check by company.

Thanks!

[roisinkirby · Accepted solution]

Hey @Alexis with Sales Pro you can review reporting on the individual templates as well as see a breakdown of contact statuses per each sequence, but currently there is no report on sequences as you describer.

There is however the Reports Add-On that allows you to track/measure engagement. Full details here: https://offers.hubspot.com/crm-reporting

Let me know if you have any questions! 🙂

[raywillow]

Currently unable to filter for sequences in Reports (specific sequence and if finished or currently in a specific sequence). The report is only allowing users to see if currently in a sequence (True) or not (False). Being able to see what specific sequence a contact has gone through allows for tracking and determine which contacts need to be in a sequence.

You can see this in the Sequence area of hubspot but not in reporting

[danielruby]

I've been trying to deal with more granular reporting on Sequences as well. My best workaround thus far: I make two custom multi-check fields, "Enrolled in Sequence" and "Completed Sequence." Each field has a checkbox option for every sequence. Each sequence has uniquely-titled templates (IE "VP Prospecting Sequence - How Are You Doing My Friend?"), so I use workflows to react to the first and last emails in a sequence (Activity properties --> Email subject) to check the sequence-specific box in each custom field. That way I can have a Report that just goes off of and visualizes those two custom fields.

It's not pretty, and every time I want to add a sequence I have to add a new option to both custom fields as well as two new workflows, but it's the solution I've come up with.

[CaptionHub]

Hi there,

Ok I have a question based on this feature too. I've found the email template that I want to report on and been able to see the real top-level data on it, which is fine. What I really want to do is drill down into it and maybe export a spreadsheet to tell me exactly who opened the emails, clicked on them and who unsubscribed.

Getting an over of their effectiveness is great of course but it means nothing when I can't actually look at the individuals I've sen them too.

Thanks,

[roisinkirby]

Hey @CaptionHub further custom reporting is availabe using the Reporting Add-On, check it out here.

Please not that this is a paid add-on.