hubspot academy sequences. In the Video type section, select HubSpot video. hubspot academy sequences

 
 In the Video type section, select HubSpot videohubspot academy sequences It's common for us to have multiple deals/projects for the same contact

context and value are key. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. ) The Workflow is triggered for Contacts when they enroll in the Sequence. Currently it is not possible to disable your signature for email templates sent via sequences, but since some users need multiple signatures a great addition would be to give the user the ability to supress his signatures for sequence emails. You'll see the ability to choose whether each email sends as a reply to a previous email in the sequence or starts a new thread in the recipient's inbox: To modify an existing step's threading behavior, select Actions > Edit threading: Here's a quick refresher on how to opt your account into a public beta feature. Sequences are surprisingly limited in the control they allow over delays. Send a test email in sequences. We use cookies to make HubSpot's community a better place. Hi @johanwaldeck,. From any manual or automated email click + Add A/B test. Hi there, It would be great to have a filter that can show the number of automated step a contact is at when enrolled in a sequence. What's not possible is enrolling the same contact i. In addition to this, after enrolling the 423 contacts, the sender had nearly 1,300 emails stuck in the drafts in their email not sent, and all were a part of the sequence. Over 30,000 customers in 90 countries are using. Ahh thanks for the clarification. We get many many enquiries, the conversion rate is very low. ; Classroom Training Schedule in-person training for a hands-on and. You would also need to update your template in the sequence to use a personalization token for this property. See moreAccelerate your outreach with sequences. In short, one our of sales reps has been reporting that sequence replies and marketing email replies are going to the spam folder of our. Hi , Yes, you can. Scott from the product team here. Sequences was designed for automated 1:1 email interaction. removing email signature. There should be an option on a customers page to enroll them in a sequence, without having to go to the sequences page and then find the customer JavaScript must be installed and enabled to use these boards. HubSpot Academy is the worldwide leader in inbound marketing, sales, and customer service/support training. As I report to the CEOs on the usefulness of Hubspot, it makes it extremely hard to advocate for the platform when it looks like the sales tools. Bumping this -- it would be extremely useful to have branching in sequences. Reconnecting sequences after Gmail got disconnected. This change gives reps more flexibility with their sequence enrollments, while still. There isn't any specific feature for sequences that allows you to send all emails in short succession – you would either have to clone the sequence and minimize all delays to 1 day (the minimum). Here is how this will look: I'm updating this idea to 'Being reviewed'. Have the contacts been enrolled into the sequence by yourself? Also, please note that o nce the contact's enrollment resumes, the sequence will start again. Simply filter the activity by "Sequences activity": If you want to find all contacts who have ever been enrolled in a particular sequence, you can use a contact list and filter for "Last sequence enrolled has ever been equal to": You need to input the sequence ID here which is a bit unintuitive. HubSpot Updates. We recently implemented 6sense but we cannot get activity from Sequences to display in 6sense e. What Are HubSpot Sequences? HubSpot Sequences are an automated tool that sends email templates to HubSpot contacts directly from your internal team members. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. nottootoo. In this lesson, you'll learn the fundamentals of. You’ll see the same types of reporting as well. . The report is only allowing users to see if currently in a sequence (True) or not (False). To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Sequences. In the meantime, here's a WORKAROUND: I set up a Sequence (For example, that includes an email on day 1, and another email on day 5) I set up a Contact Workflow to use Text Request to send SMS. There are hardwired parameters of sequences (which can be found in this knowledgebase article), but beyond that the limit is your imagination, which can actually be quite daunting. In it, it is stated that "when you pause a sequence, only emails and tasks scheduled for the contacts that you enrolled will be paused. If you have a sequence with delayed steps and contacts are going through the sequences at different times (based on when they are added). Hope this helps! Did my post help answer your. Journey-Based Advertising (JBA) eliminates this anxiety by combining paid advertising with the Inbound methodology. Academy Partners Nonprofits Ideas. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. @sjudson what we're looking for in sequence timing is the exact same thing we are getting to do in messages. Filtering Contacts by Sequence Enrollment Status. yeah. In it, it is stated that "when you pause a sequence, only emails and tasks scheduled for the contacts that you enrolled will be paused. Hi there, This isn't possible. Browse our awesome course library. Create your website page, drop down the “More” menu, and choose “Create A/B variant. See the new email strategy that helped HubSpot increase email engagement by over 1000%. Free HubSpot CRM. If you edit the steps in an active sequence, the changes will only apply to newly enrolled contacts. Best practices with sequences are highly dependent on A) your job role,. Sequences are sent from the person who is enrolling the contact into the sequence, not the Contact owner. Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. Example: A post-demo follow-up should include information about the demo, notes on what you talked about, and next steps. We use cookies to make HubSpot's community a better place. April 17, 2018 02:11 AM. This would set a task to execute on the same day as an email. Outreach sequences assist in pinpointing the key areas to concentrate on while communicating with potential prospects. We are sending some sequences at my company and we have seen that sequences are not tracking as they should. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. Available Monday-Friday, 9-6 Eastern, etc. " Can anyone help? Please. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. We use cookies to make HubSpot's community a better place. What Sets HubSpot Apart: 24/7 customer support is included with every plan. If someone sends an email outside the sequence email chain, it stops the sequence completely. There are properties for sequences which you can leverage here, specifically: Last sequence enrolled date is unknown / Last sequence enrolled date is more than X days ago. sequences and automation. . HubSpot Academy has become one of the best platforms for skills enhancement. In combination with a filter for Contact owner is any of [you], you can find those contacts which have never been enrolled in a sequence or where this has been a. See how to create automated sequences in HubSpot. Search HubSpot Ideas or Create Idea cancel. It would be great to have the ability to easily a/b test with email sequences. A few things to think about: Deliverability. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Hi there, It would be great to have a filter that can show the number of automated step a contact is at when enrolled in a sequence. LinkedIn Sales Navigator is a social. HubSpot Academy is the worldwide leader in inbound marketing, sales, and customer service/support training. Please find attached a screenshot of the settings: Lesson Description: In this lesson, you’ll learn the pre-import steps for organizing your data and preparing it to be imported. Here is a KB on it. Use sequences properties and activity as Contact filters in List and Workflows. There are properties for sequences which you can leverage here, specifically: Last sequence enrolled date is unknown / Last sequence enrolled date is more than X days ago. You don't need to waste time training your team on new sales software. Our sales team has been using the new Sales Navigator tool within HS for a few days now. io). I tend to copy and paste chunks of text to personalise my sequence emails as I go through them. They allow you to educate and inform prospects, build trust and credibility, promote products or services, and ultimately. , fully opting somone out from all one-to-one emails is a much more. 2) When sending an email to a contact, selecting an option to "follow-up" with a sequence. Click Connect personal email. The email reply will also be logged on the CRM record. This A/B testing example shows how hero image changes can impact user behavior and conversions. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences. Onboarding support: HubSpot’s award-winning customer support is available 24/7 through email and chat, as well as over the phone for Professional and Enterprise subscribers. (If a contact has booked a meeting with you, unenrolled from the sequence and then deleted the calendar entry, you would still see the meeting confirmation email on the contact record, but not the meeting itself. Website A/B Testing Examples. Once you have your filtered contact view showing the 10 contacts, you can check the box for. To learn more, and to see a full list of cookies we use,. 1. . What I mean specifically is that workflows are great for higher in the funnel to determine next action and set a singular task. Earning the attention of today’s empowered buyer; Orchestrating Your Outreach with Sequences and Tasks; HubSpot Knowledge Base: Sequences;. Any individual salesperson can create their own templates, sequences or edit any existing template or sequence. You can then use this property for reporting or list building. . ”. Courses Role and topic based self paced learning content. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. . We use cookies to make HubSpot's community a better place. Using sequences to automatically email a large number of cold leads would enable you to cause this damage at an accelerated rate. Hi @SMcCarron,. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Website Pages. One of mine looks like this,. Academy Dental Sooke Clinic 1 review #2637 of 2640 Facility in Victoria, British Columbia 1 Doctor Unavailable. Click the Automation tab in the HubSpot navigation bar. g. What we are trying to accomplish is attach the same characteristics across mulitple contacts so that I don't have to indivdually enroll each and everyone. Currently, there is no way to create a list based on contacts who have clicked on a link within a Sequence. This could be for A/B testing email sequences (a feature which, until added, means that HubSpot simply can't compete with pure emailing softwares like Outreach. (If you want to suppress contacts who are currently in a sequence from your marketing emails, you can build and use an active list for that, see here . The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all those emails waiting for them to send). Aug. If opened email, create a task 2. Keep at it, and use your sequences to help with this. Then add valuable content. It would be nice to be able to assign tasks to teammates or groups directly from sequences. Rather than using the sequence step of sending an email we've decided setting a task to send an email if a voicemail was left was a better step. Explore all that HubSpot Academy has to offer from lessons and courses to a bootcamps and learning paths to learn everything you. Using the traffic tools in HubSpot as our point of reference, using a drilldown with the API is essentially the same. - Use personalization tokens in HubSpot marketing emails. While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. In the top right of the sequence page, click Enroll contacts. Hi. HubSpot Academy Learning Opportunities. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. Scott from the product team here. You’ll then import your data with a practical exercise. io). Choose the best sequence for the situation, tailor the email to your prospect, and enroll them in seconds. Sequences Automated email and task. Academy Partners Nonprofits Ideas Connections Ask Me Anything & Panel Discussions Jobs Board Humans of HubSpot Community-Led Events. ". All 100 contacts would receive Email 2 (A). Our old CRM (Lasso) used to allow us to do this on mobile, but they did not have the app. Workable, but not ideal. Enroll Contacts in Multiple Sequences. Click the Email tab. You set up the phone call as its own sequence and then tie it to a new sequence that starts with. In this case,. Not understanding why HubSpot has placed this arbitrary limitation on this and as many say in the thread below, it often takes more than 5 emails to get a prospect to respond. ActiveCampaign: Offers hundreds of integrations. HubSpot will thread the emails sent from the sequence. Sequences don't have to have fixed start dates like campaigns. Our sales team has been using the new Sales Navigator tool within HS for a few days now. Powerful Sequence Ideas. Create an email workflow that will enroll the lead in the call task sequence and then immediately start sending marketing emails from the sales manager. Moments ago, I spent almost an hour on the chat and a phone call with support reps. 2) When sending an email to a contact, selecting an option to "follow-up" with a sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more,. also there's no control how emails or tasks will fall on the same day. Certifications. Kind RegardsI wasn't able to get this to work with Sequences as a data source but luckily, sequence information is also available on the contact record. Instead, we are limited by one day (see screenshot). HubSpot Academy's Homepage Hero Image. I live in sequences! They have made my joblife 1000% easier and more consistent. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Hi @johanwaldeck,. We want sales people to be able to send a quote, then enrol the person in the sequence immediately, wait X time and if there has been no. You could even do this in bulk with everyone on the same sequence. Under filter, use "contact property" and then "unsubscribed from all email is equal to True". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Shay Redmond, Senior Product Manager. However an email is required to enroll a contact in a sequence. Yes, there is. A lot of the manual steps can indeed be automated with workflows. I have setup a sequence, the 1st is the email with all the details, th. Sequences. I live in sequences! They have made my joblife 1000% easier and more consistent. 98 Upvotes. We use cookies to make HubSpot's community a better place. Best practices with sequences are highly dependent on A) your job role, B) the action (s) you wish for the recipient to take, and C) the type of people you are. Problem is that Sequences is changing the subject lines in the template emails, so that all emails in a sequence is getting identical subject lines. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. - HubSpot Sippets can use personalization tokens. HubSpot just added new contact property filters for sequences: wrote: When the contact comes to the end of We use cookies to make HubSpot's community a better place. You must be a registered user to add a comment. Is it possible to have an html editor for sales email sequences? I'm trying a sequence where there is one personalization token for a video thumbnail and one for video link. I use sequences a lot for cold outbound prospecting. HubSpot Updates. Enable mass enrollment in sequences. Edits can be made now, We use cookies to make HubSpot's community a better place. If you use the Analyze tab you can view the performance of the Sequence. I think it would be good to be abl. They both confirmed that, at the moment, the only way to edit the sequence. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". When you're building a sequence, best practice is to connect it to the why behind your follow-ups. Create a report on sequence. I created a sequence and enrolled contacts. Initial 'sorting hat' workflow. If you used any placeholder tokens in the template, update the placeholder text before sending. Customers take an average of 35 days to activate Sales Hub. Work one-on-one with a HubSpot expert who takes time to understand your company’s goals across Marketing, Sales, and Services. Explore all that HubSpot Academy has to offer from lessons and courses to a bootcamps and learning paths to learn everything you need to know about the most sought-after business skills. Enrolling sequence twice. Multiple Meeting Links and Sequences. Click the name of the email. Aug 19, 2023. We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting independently within HubSpot. The idea would be to add a placeholder field like you would a personalization token and when actually using that email later on, you could just use the tab key to fill in each of the fields. Hi @NLuxembourg. Example: A post-demo follow-up should include information about the demo, notes on what you talked about, and next steps. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. If you'd like to learn more or need help with HubSpot, book time with me here - an email sequence is created and people are already enrolled, it would be ideal to allow for edits within the sequence. Learn how to identify prospects, personalize outreach, and create effective sales presentations with HubSpot Academy's Inbound Sales Certification course. These HubSpot sequences are designed to guide contacts along a specific journey, delivering relevant content and nurturing relationships to drive desired outcomes. In this Hubspot Sequences Training video we'll cover the ins and outs of this powerful sales tool, how it works, and help you get started with your first HubSpot. Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. Or – since the building blocks of a sequence are the individual templates – you would go to your text contact record and send the templates from. ) After that, there shouldn't be any queued, automatic communication anymore, you can re-connect your account and revise your. February 28, 2021 08:55 AM. There is an option to re-enroll the contacts into the same sequence and select the correct step for their next step and start where we left off. HubSpot Academy courses are highly recommended for growing professionals. . ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Just started using Hubspot Sequences so still on a learning curve. Learn digital marketing skills and create compelling content with an inbound approach through our HubSpot Digital. (see image) - HubSpot Sequences (using pre-saved Templates) can use personalization tokens. If I set a sequence with 3. Navigate to settings -> General -> Email -> Connect personal inbox. Marketing emails are more likely to go into promotional inboxes or spam vs. Then add valuable content. ; Classroom Training Schedule in-person training for a hands-on and. Right now there is a events trigger available based on sequences but it would be great if we could refine that trigger further. HubSpot CRM connects to Gmail to help you uncover more leads in less time, connect with those leads, and close deals faster while managing all your contacts in one central database. IBallard. Currently, I have to select the first Template in a Sequence, send it, then make a task reminder to enroll the contact in the Sequence when I am back on the desktop version. You’ll also learn how to import that data into the HubSpot CRM and how to find errors that might occur during this process. English English Español Português FrançaisHi everyone, portals with Sales hub Enterprise are now able to enroll contacts in a sequence using workflow (and on behalf of another user): Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in; Use the Sender dropdown menu to select the user that will be listed as the sender of the sequenceSep 11, 2019 1:47 PM. It would be great if sequences could be set to only enroll emails once for any given subject line so that people do not receive any email twice. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. Sequential sequences. Sign up for free courses. You can filter such contacts into a list by going to "Lists" -> "Create a list" -> "Contact-based" -> "Active List". In trying to figure out why tasks in sequences were not generating reminder notifications, Jillian with Hubspot Support told me, "While I was investigating your case, I came across documentation that explains that, at the moment, we don't have reminder options for Sequence tasks. When re-enrolling a contact directly from the sequence tool (Menu > Automation > Sequences), in the moment when you're customizing the sequence, you can choose in the top left corner at which step the contact should re-enter: Best regards! Karsten Köhler. You can find all the ways by which a contact automatically unenrolls from a sequence here, receiving a marketing email is not one of them. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The sequence limit seems to indicate that Hubspot doesn't understand the very problem it's supposed to be helping users to solve. Below you’ll find a quick overview of the main tools in your HubSpot account. This is now available in Sequences. Hi , Yes, you can. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. View Map & Address Visit Website. Use bulk enroll for specific use-cases, not for prospecting. Jan 27, 2018 6:56 PM. So it would be ideal if Sequences could also be included in the Assets that can be tracked via a Campaign. So section 1 would be a couple of emails and then you would enroll them in Section 2 when it's finished and this could then create a task on the same day as the email is sent. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. The 150 limit was created to encourage the practice of. ; Classroom Training Schedule in-person training for a hands-on and personalized. 13:40 – HubSpot Sequences. Whenever you want to enroll a new batch of contacts to receive this collection of templates, you can do so. If you'd like to learn more or need help with HubSpot, book time with me here - at $45/month, Professional at $450/month, and Enterprise at $1,500/month. HubSpot Ideas; Details of Sequences in reporting; HubSpot Ideas. How can you best determine when the contacts will reach the end of the sequence without the manual math to do for each contact one at a time? You must be a registered. Decision maker evaluates → Evaluated by Decision Maker. In sequence there is no way to manually update the status of a contact. You must be a registered user to add a comment. In Sequences today, task completion is NOT required before progressing onto the next step in a sequence. We had a contact reply before we could send them a meeting invite. 1) Please make the first Sequence step apply to the first Sequence Step. Your attempts to connect could be: Phone call; Email; Connection on social media; Your Meeting link; An example of this that I worked on with a customer of mine looked like this: As you can see, we have gone with 9 attempts, but they all are things that our sequence tool can manage. )We need the ability for sequences to be sent from a shared inbox email address. We're trying to automate some of the more common emails we send to our clients to chase from an account management perspective. Select email automation software. I need the sequence to stop (unenroll) when someone completes theTips & Tricks: Sequence Outcome Reporting in Sales Hub. When going through a sequence that includes both emails and calls, I think there should be a way to "live" within the sequence and complete We use cookies to make HubSpot's community a better place. Explore all that HubSpot Academy has to offer from lessons and courses to a bootcamps and learning paths to learn everything you need to know about the most sought-after business skills. You can also customize the delay between sequence steps so emails and. We get many many enquiries, the conversion rate is very low. This was extremely time efficient and handy for those occassions when it made sense to not start someone over. Professional Growth. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial for its paid plans. LinkedIn actions require a Sales Navigator subscription. Here you can choose the sender: Best regards!So while I know that you can log emails sent in sequences as tasks in Salesforce currently, I would love to see a way where those emails log as a normal email, as if you were logging to salesforce from Outlook. When the second email was sent, the customer did book a meeting using the link in the email, but it didn't count toward the meeting rate for the sequence because the sequence had technically ended. That's why lead nurturing is key to moving each of your unique leads through their path to purchase. There are some workarounds available, such as utilizing workflows to opt users out of the One-to-One Email subscription-type to prevent them from getting used in sequences, but utilizing basic suppression-list options would be less complex, and involve fewer drawbacks (e. Hi @KSwift, Thank you for sharing your feedback! I found this feature request ( Directly Display of Emails in the Sequence) in our Ideas forum. If it's not there, you could unenroll the contact from the sequence and then re-enroll them. After the convo, we usually change the leadstatus. If not opened email, send the email again in two days and then go through the rest of the sequence 3. Disclaimer before we dive in: We will not be able to say how many sequences generated SQLs or revenue, we will be able to show how many SQLs or how much revenue was potentially influenced by a. We would like to show you a description here but the site won’t allow us. For sequences sent through the. Certain emails within the sequence may perform better with variable. It seems like the open rate is working, but the reply rate is not. Learn how to identify prospects, personalize outreach, and create effective sales presentations with HubSpot Academy's Inbound Sales. However, the contact is still enrolled in. Hi @keriestewart, This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: The number under Last sequence enrolled is the sequence ID. Overall, the feedback has been pretty positive so far. Before re-connecting your email, I'd recommend unenrolling all contacts from your sequence summary pages. The two properties you want to use for your list are: Recent sales email clicked date (Sales Hub Professional and Enterprise only): the date of the last time that the contact clicked on a sales email. In the right panel, select the checkbox next to the name of the contact you want to enroll. ) The Workflow is triggered for Contacts when they enroll in the Sequence. You can then use this property for reporting or list building. Popular Features. Thank you, I ended up creating a dashboard with the custom report feature. Automate A/B testing emails with sequences (BETA) Last updated: August 29, 2023 Available with any of the following subscriptions, except where noted: Sales. You would also need to update your template in the sequence to use a personalization token for this property. I'm watching the HubSpot Academy course on the Sales CRM, and it mentions using Tokens as well as fill in the blank sections as best practice for Templates. For example, there is currently no way to add a delay at the beginning of a sequence. janinel. I want in the sequence email to have the thumbail and the video link behind the thumbnail. But because of the sequence your next task is not visible yet, so you're not able to add this information. Workflows. (You won't get a dropdown of existing. . 1. The task is automatically assigned to whoever sends the email, but if we have BDRs who send emails on behalf of the sales team and need the sales team to follow up, the agents have to reassign the tasks by hand. LinkedIn actions require a Sales Navigator subscription. Each product in the platform is powerful on its own, but the real magic happens when you use them together. e what recipient's have clicked on within the email. Now, Hubspot supports the ability for these automated emails to only be sent on business days. HubSpot offers two different ways to automate sent emails, through workflows and through sequences. Hi @A_Walters,. Hi Commmunity! An update here from the product team: We are currently undergoing some major changes to the infrastructure of sequences to allow for a number of improvements, including the ability to enroll multiple contacts in sequences (CC, BCC, and TO:). Workflows and Sequences Record customization Object user management Dashboards and Reports . Might be good to set up limits or readjusts timeline. We are finding the sequence email tool helpful for quote follow up activity. HubSpot Academy Learning Opportunities. Allow more sophisticated filtering criteria in Lists and Workflows, based entirely on Sequences data and. To solve this, we're building open and click reporting directly into. For me, meetings booked is not a metric that I am monitoring nor is it a CTA in my sequences so all have 0%. Your best bet here is within the HubSpot portal.