8/24/2023 0 Comments Hubspot create sequencesWe are making good progress on bringing over open/click/reply/bounce "event" data into Sequences reporting, to make our data in sequences cross-referenceable with the associated Contact objects. We plan for this update to be ready within the next month. This will allow folks the ability to build custom reports cross-object reports using sequences data. We have made great progress in adding sequences data to the new Custom Report Builder in HubSpot. Here's a clip sharing what this looks like in my personal portal:Įxcited to get this out to you all in the coming days and weeks!Īn update from our progress in the last 2 weeks. The current properties in progress include: These are the first of a number of new properties that we plan to include. These properties are designed to give you more context about sequence enrollments on contact records. We are still backfilling the data here, so once that is done we will be able to begin rolling these properties out to your accounts. We also have a number of new contact properties that will soon be available to all. Sequences contact properties: In closed beta (backfilling data) Here's a video with more information and details on this: All of this will be available through the custom report builder, meaning that reports can be built, drilled into, and exported. Along with this data, we will also be providing Email data for opens and clicks, which can be sorted by Sequence enrollment. It should be a matter of days or weeks before this will be available! This data includes the ability to build custom reports using sequences events such as enrolled, replied, step executed, and much more. Sequences data is now in the custom report builder and we are currently running tests with the data. Sequences custom reports: In closed beta (internal testing) Sorry for missing the update 2 weeks back, here's some more news on our progress. If you've been following since the last update, you'll notice some changes - as we have now progressed in development and have a more clear picture for what the first iteration will look like: These updates are still in development, the images show in this clip are just prototpes and not our software (yet!). I'd also like to share an update on some of the new Analytics features we are adding in Sequences. You will need to select 'Sales Email' and filter by the Sequence properties there. One important thing to know is that the open and click information is under the Email dataset on the custom report builder. We were getting some questions about where the open and click data was in the custom report builder. Sequences data in the custom report builder is now out to all customers with access to Sequences! Here's an update on our work to improve the reporting capabilities in Sequences and Next on our priorities will be the provide the ability to use sequence data when building lists and workflowsģ. The ability to use sequence behavior in workflows I've created this page to track some updates we plan to make on reporting for the individual sequence pageĢ. Create a contact list from a sequence or sequences Improvements to sequences analytics on the individual sequence summary page Below I've outlined some of our next projects and top priorties in Sequences.ġ. There is still a lot more work that needs to be done and is currently being prioritized in regards to Sequences analytics. I'm continuing to monitor comments here for feedback on this update as we consider improvements! Some areas in particular that we think still need work include increasing the types of reports shown here, adding more options for customization, and the ability to take bulk actions from the contacts once you drill into a metric. We are considering this page a "minimum viable product" (MVP), which means we still have plans to update the information shown in this Overview, and potentially the functionality of these reports. Both of these reports can be filtered by 'Sender', 'Status', 'Sequence', and 'Enrollment dates' and searchable by 'Company name'. Now, when you go to Sequences in the navigation, you'll land on an Overview page, with, clickable summary of all sequences data in a datawell report, and a list of 'top enrollments' based on clicks and opens across the entire portal in a second report. This is not the end of our development related to this issue, so below I'll outline some of the next updates coming and 'Ideas" to follow. The most recent 'Overview' page is now live to all, so I'm updating this idea to delivered to avoid any confusion related to continuing to cycle this idea through betas.
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