Sequence and Recipient Reports

Once your sequence campaign is underway, sit back, relax, and watch the analytics come in! You can see high-level reports from your Sequences page.

Individual Sequence Reports

Get all the details for an individual sequence by clicking the sequence and looking at the Report tab. You can view stats for your entire sequence, or for each stage.

Download Individual Sequence Reports

You can download sequence analytics as a CSV for further analysis.  Click “Download CSV” in the top right corner.   

Within a sequence, you can find a specific recipient or group using the recipient search field.  Click the search bar to pull up the recipient search field. You can search by specific email address, name, or even domain.

Overall Sequence Analytics

View aggregate statistics for all of your sequences, or for sequence folders.  Simply visit your Sequences page, and toggle between folders on the left-hand side.

Search Across Sequences

Search across your sequences by recipient (“To”), sender (“From”), last activity, title, owner, and folder.  Recipient search includes individuals, domains, Salesforce accounts, and Salesforce opportunities.     

Search Across Sequence Recipients

View your sequence recipients to check where recipients or groups of recipients are at within a sequence.  This is particularly useful if you have hundreds of recipients across all sequences, and need to quickly find recipients who are active or have previously completed a sequence.  

Select the Recipients tab within your sequence folders or search results.

Exit Sequence Recipients

For recipients in active sequences, you can exit them from a sequence within the Recipients tab.  This prevents them from receiving upcoming stages.  

Select the box next to the recipient’s name, or bulk select by checking the box next to the “Recipient” column header.  Click Mark as completed to exit the recipients.     

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