Feb 7, 2018 1:25 PM
Hello helper team:) I would like your help in analyzing my Templates.
I want to know how can I see the count of emails templates that were sent but weren't open, and then I would like to have the option to actually view the contact list that didn't open the template. Please let me know how can I see this information
Mar 15, 2022 12:25 PM
I would agree that this is not a solved issue. I'm not sure it this was solved back in 2018, but it doesn't work now.
As other people requested, the key thing here was to obtain a list of all those that did open the template, not opening up a list of the template's general peformance.
Is there a way to obtain such metrics? Perhaps creating an automatisation to see the Contacts as a dynamic list instead of trying to obtain such data via a Report?
Mar 15, 2022 6:24 PM
Hello @Aliciapsm, since this conversation is from 2018 and some data may be not updated as today.
Nov 8, 2019 12:30 PM
Has this changed? I'm trying to analyze our templates and they're now located under the conversations tab, and there's no analyze option, just shows a list of the templates...?
Dec 16, 2019 11:38 AM - edited Dec 16, 2019 11:39 AM
@Jmcdade—It's been moved to the Reports tab, now.
If you navigate to Reports > Analytics Tools > Sales Content Analytics you should be able to see Template, Document and Sequence performance metrics.
Feb 16, 2018 8:28 AM
Hey there @Talbalas, welcome to the Community.
Could you confirm which HubSpot tools you are using, and which reports/dashboards you and your team get your insights from. With more information we'll be able to point you in the right direction.
With a HubSpot Sales Starter or Professional subscription, you have the ability to report on these templates to get a sense of which is performing best. Find out more here.
Feb 21, 2018 10:05 AM - edited Jan 17, 2019 6:27 AM
Feb 18, 2018 10:13 AM
We are using the Templates at the moment, And we wish to know which of our partners/ future partner open our email templates and which client didn't.
We wish to have a link from the analyze section (a clickability stats on the Templates) that will show us: from all the emails we sent : X% have open and Y% was not open. Now, we would like the possibility of clicking on X or Y and see the list of contacts that open the email or didn't open.
Is it possible?
Feb 20, 2018 5:27 AM
With a HubSpot Sales Starter or Professional subscription, you have the ability to report on these templates to get a sense of which is performing best.
After you have already started sending your templated emails, you can access reporting on those email sends:
Sep 4, 2020 8:33 AM
Not sure you actually answered the request. I, too, am looking to analyze more deeply the template success by seeing which reps are using the templates and which of the contacts the templates are being sent to so that I can see the affectiveness by rep and also reach out in another way to those not taking action when they receive a template.
I could not seem to do so in a cross-object reporting or any other way.
Sep 4, 2020 10:46 AM
You are able to see the analytics for individual conversation templates using the Sales Content Analytics tool!
This can be found in the main navigation bar via Reports > Analytics Tools, then selecting "Sales Content Analytics" from the list .
This tool should provide you with exactly what you are looking for!
Additionally, here is our Knowledgebase article about this tool.
Note: it only applies to Sales Hub Starter, Professional, Enterprise at the moment.
Sep 8, 2020 9:32 AM
Thanks and I'm fully aware about Sales Content Analytics. The part you overlooked in my post was "which of the contacts the templates are being sent to". This is the critical part because without seeing who has responded to those templates, I can further the effort to have an intelligent conversation with them.
Is there any way to see WHO has opened/clicked from that Analytics report?
Sep 8, 2020 11:42 AM
If you have the Sales Analytics, once you click in the report it will contain a column: Associated contacts that you will be able to see who opened the email.
I hope this information helps.
Apr 27, 2021 11:20 AM
Hi @PamCotton ,
I have a customer here who was hoping to access this information on contacts from the Sales Content Analytics but when we followed your steps and clicked on a column on the Template chart, we were only able to drill down to the Templates themselves, not the contacts that engaged with them.
Would you please be able to advise if this is still showing as an option for you?
Thank you 🙂