How to track sequence reply rates and opens by campaign when direct filtering isn’t available

using Coefficient excel Add-in (500k+ users)

Learn how to track HubSpot sequence reply rates and opens by campaign despite the lack of direct filtering options in native reporting.

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Tracking sequence reply rates and opens by campaign is impossible in HubSpot’s native reporting due to the inability to filter sequence metrics by campaign associations. You can’t get the campaign-level granularity you need for optimization.

Here’s how to track these critical metrics with campaign-level detail and build the engagement analysis that HubSpot’s native tools simply can’t provide.

Track sequence engagement by campaign using Coefficient

Coefficient provides complete solution for tracking reply rates and opens with campaign-level granularity. You can import comprehensive engagement data and create the campaign-filtered analysis that HubSpot’s reporting limitations prevent.

How to make it work

Step 1. Import comprehensive engagement metrics.

Pull email opens with timestamps, reply tracking with response content, click-through rates by email, meeting bookings from sequences, and unsubscribe/bounce rates from HubSpot . Also import contact campaign associations, attribution touchpoints, campaign influence scores, and conversion tracking.

Step 2. Calculate reply rates by campaign.

Join sequence enrollment data with campaign associations via contact IDs, calculate reply rates using the formula (Replies / Emails Sent) × 100, segment by campaign using SUMIFS and COUNTIFS formulas, create pivot tables showing reply rates across all campaign sources, and build trending charts showing reply rate changes over time.

Step 3. Build comprehensive open rate analysis.

Track unique opens vs. total opens by campaign segment, calculate open rates with time-based decay factors, identify optimal send times by campaign audience, compare weekend vs. weekday performance by campaign type, and monitor open rate trends across sequence steps.

Step 4. Create advanced analytics features.

Build engagement scoring with weighted scores combining opens and replies, create campaign comparison matrices for side-by-side performance analysis, perform statistical analysis to calculate significance of performance differences, and develop predictive modeling to forecast reply rates based on campaign characteristics.

Step 5. Set up automated reporting and visualization.

Schedule hourly refreshes from HubSpot for real-time performance tracking, create email alerts when reply rates exceed benchmarks, build Slack notifications for campaign-specific milestones, generate weekly performance summaries by campaign, and create heat maps, funnel charts, time-series graphs, and scatter plots for comprehensive visualization.

Get the campaign-filtered engagement analysis HubSpot can’t provide

This solution enables the sequence campaign filtering that HubSpot cannot provide and delivers deeper insights into engagement patterns that drive better optimization decisions. Start tracking sequence performance by campaign today.

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