To learn more,. It sounds like the new companies were uploaded manually, so maybe use create date and offline source, unless there's something else that would identify them. ----- This is now in public beta!It would be great for teams that prefer to work out of Salesforce (because they've been using Salesforce for years) if they could enroll contacts & leads in a HubSpot sequence from the Visualforce component. In the workflow, you can trigger and enroll your contacts to meet those triggers. For example: Active list of leads that have been enrolled in less than 4 sequences. This would only work going forward, not historically. Then, click on Create sequence. One of the nicest features of Hubspot's Sales Sequences tool is that you can. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hover over an event for the record, then click Unenroll. Seems a bit strange that you can't just edit the sequence given that we have that capability when sending a marketing email. You could however bulk enroll up to 50 contacts in a sequence by following these steps . I'm using a sequence to reach out to users. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. In addition to the ideas here, I would also like to be able to get a count of how many times a contact has been enrolled in a sequence (and be able to create lists and filters of contacts on that property). Seems like you have to be in. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. Types of branch logic. Use sequences properties and activity as Contact filters in List and Workflows. (I'd appreciate it!) Have a gre. In your HubSpot account, navigate to Automation > Workflows. Cannot Enroll Sequence to Workflow. In your HubSpot account, navigate to Reports > Dashboards. Go to the sequence editor, click on the edit pencil icon and type a. I've confirmed with the team that the sequence ID (the numbers at the end of the URL when looking at the sequence) is what you can use for the "last sequence enrolled" property. Last sequence enrolled date: the date the contact was enrolled into a sequence. Click Enroll contacts at the top right of the sequence page. At the top of the sequence summary page, use the filters to. ; In the left panel, select a filter type for your enrollment trigger. In your HubSpot account, navigate to Automation > Workflows. The goal of this feature request is to get attachments added to emails that are apart of a sequence. . Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. In your HubSpot account, navigate to Automation > Sequences. You can enroll multiple contacts in Sequences but be careful: the user experience and deliverability can be diminished. Meetings booked per. 4. You can also use contact based workflow to automatically unenroll contacts. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). This is set automatically by HubSpot based on the latest date of the activities in the record. With the workflow, as long as the desired contacts are in a list, you can use that. You can bulk enroll a list to a sequence following these steps 1) Create the list 2) Go to contacts and then contacts again. The contact will then continue through the sequence until they complete each step or are unenrolled. In your HubSpot account, navigate to Automation > Sequences. For as long as Sequences has been around, it’s primarily been an email automation tool. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Sequence Outcome Reporting. What otherwise should take maybe 9 seconds takes several minutes to hours complete, depending on how many contacts are being worked with. 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. This will be very useful and spread up the enrollment process when a list of contacts has been paused and needs to be re-enrolled by another user in a cloned sequence. Enrolling Contacts in Static List. 2. We use cookies to make HubSpot's community a better place. In your HubSpot account, navigate to Automation > Workflows. If all steps were successful, your. Meetings booked: total number of meetings booked from a link included in an email sent from the sequence. Go to Workflows. Resource HubSpot Knowledge BaseWe use cookies to make HubSpot's community a better place. To set your criteria based on an interaction with a specific piece of media: Select to filter by Media. Assign all contacts imported or included in the sequence a value (title of sequence) for that property. Click the Settings and notifications tab. Obviously, there are a lot of ways this could go wrong. The sequence editor will open up and see a blank canvas. Please note: only users with a paid Sales Hub or Service Hub Enterprise seat and connected personal inbox can be selected as the sequence sender. In a contact-based workflow, you could then re-enroll contacts when this box is checked and use the "Enroll in a sequence" workflow action. The record doesn't meet the workflow's enrollment triggers. 2. Activities are grouped by contact and are unique to the user account you are signed into when viewing the feed. However, the contact is still enrolled in the sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". Select the workflow in question, then select "contact has been enrolled. A way to enroll multiple contacts in a sequence at the moment is possible as this article explains more: Enroll contacts in a sequence . Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. The first sequence has 5 emails and associated tasks. If you are not sure which enrollment triggers to use, check out this guide from the HubSpot Knowledge Base. Surprised it's not intuitive to enroll a Contact from their record. Schedule a sequence to begin on a specific day & time. At the top of the table, click Enroll in sequence. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. I understand the need to test out and preview the content you’re sending your prospects and contacts, and we'll continue to investigate how to make this a. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. However, HubSpot has now come out with the ability to automate sequence enrollment and enrollment. I'd like to execute a sequence we've. One day after opening an email, they will leave the list. 1. ) Alternatively, if you want companies who have neve. This article includes instructions for creating and editing lists from the lists tool. HubSpot Sequences tracks the performance of your sequence, so you can see how many contacts are. In 2019, it was. I typically like to end my sequence with a task to update the notes on the contact record. One way to bypass this re-enrollment limitation is to enroll contacts via list membership. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as 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. Currently, contacts can only be bulk enrolled into a workflow from a list. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Having the ability to enroll contacts in Sequences on Mobile would be a great time/labor reducer. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Here are two ways to manually enroll contacts into a sequence on HubSpot. Choose from a list of email templates and task options, and enroll a contact right from your HubSpot inbox. How the "Enrolling Existing Contacts" Option Works. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Activate the sequence to make it active and ready for use. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Reports A Fundamental Change in the Sequences Tool. Then enroll contact into static list. Third, turned on my zap. We are unable to identify an email for every contact. We use cookies to make HubSpot's community a better place. " Then, it would create a task for the contact owner to unenroll the contact. Hubspot tends to focus alot more towards B2B. 1. Understanding HubSpot Sequences You could enroll contacts into this list based on their list membership. This video shows you how to manually unenroll a contact from a sequence in HubSpot. Contacts can then be unenrolled from that sequence automatically. ----- This is now in public beta!My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Step 2: Create a Sequence: If you haven't done it yet, create a sequence or choose an existing one where you'd like to add contacts. Allow cookies. You can get an idea about the exam format and prepare for it. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. . Once you start enrolling contacts in yo. Here are some common starting points to consider -. To. Subscribe. I'd like to execute a sequence we've. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. Why Aren't My Contacts Being Enrolled in a Workflow? When you create a Workflow with a smart list as the starting condition, before turning your Workflow live, you have the option of enrolling the lists existing contacts (see below). . The plan is to have a sequence that emails out to a specified list of contacts. In the dialogue box, hover over the sequence and click select. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Step 3: Schedule The Mails According To Your Chosen Day/Times You can choose the emails that need to be shared at the chosen times or days of the week, including times or days that have been highlighted as having the. Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. This allows you to filter for status "Sequence ended, no response", which will bring up all contacts who've fallen out at the far end of the. We offer HubSpot support, email. When you enroll contacts into a sequence, those contacts will receive the emails. I'd like to execute a sequence we've. You'll see an orange 'Enroll contacts' button in the top right-hand corner. . If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. Karsten, I have applied that filter to the active list and now have a static and active list. We use cookies to make HubSpot's community a better place. We are currently in development for a new feature to be able to bulk unenroll sequences. Update the email in the scheduled section of the sequence (this is good if you only need to update for a few contacts – which you seem to already be aware of)Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. To learn more, and to see a full list of cookies we use, check. Again, I encourage you to upvote the idea. November 16, 2018 01:12 PM. English English Español Português FrançaisThis video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. In fairness, HubSpot has improved one aspect of this situation since my original cry for help. Go to Reports > Analytics Tools > Sales Content Analytics then select the Sequences tab . Enrollment trigger: Contact is member of Webinar Registrants. Click "Connect app” to continue. Click the name of a workflow. Atleast you can give upto 300 to 500 so at one sequence we can trigger one or two set of our list. Hi @CSic. In the workflow editor, click Set up triggers. 1. It's sorted by most recent. 1. ) to pull much more granular data than HubSpot's native exports allow. This is the obvious one. Academy Contented Media A complete library of Academy’s free online video lessons additionally certification classes. . Sequences is a 1:1 email tool connected directly to your personal inbox, so high daily send volumes (IE: 1000+) can have very negative impacts on your sending deliverability. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. What is the fix for this? Solved! Go to Solution. If this list is for a one-time send, naming can include the date of the send. Obviously, there are. Hopefully more functionality to action outputs from sequences is coming as built in functionality, as this is a bit clunky. 3) Filter all of your contacts by list membership is X 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. Click the Manage tab on the top left. Once you've navigated to contacts > lists > create list, select the "workflows" filter. In the left sidebar, under the Communication subscriptions section, click View subscriptions. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. Last sequence enrolled date: the date the contact was enrolled into a sequence. Until HubSpot creates more options, you would either have to: suppress all contacts who are currently in a sequence from your regular or automated emails orThanks Karsten! Using this as my re-enrollment trigger worked! I now realise that my workflow will re-enroll based this criteria (whilst also checking that the sequence matches the one defined in my workflow). The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Personalisation => based on custom fields. I just updated my sequence and there is no way to update those tasks for contacts already enrolled in the sequence. Enroll the contact in the sequence either manually or automatically based on. This type of sequence can provide a personalized experience for your prospects while automating some of the more tedious tasks your sales team deals with. If you create a single email sequence, they can navigate to a list or Contact view in HubSpot and bulk-select records to enroll in the sequence. This is now available in Sequences. If, for some reason, you are noticing your contacts are not being enrolled, you should first check to make. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. We will notably talk about how to set up read more. In your HubSpot account, navigate to Automation > Sequences. Under status, select Sequence Ended, no response to generate a list. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. CRM & Sales Marketing Service RevOps & OperationsTrigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Thank you, JennyWe use cookies to make HubSpot's community a better place. However an email is required to enroll a contact in a sequence. Deals can't be enrolled in sequences, only contacts can be. In the search bar in the upper right, search for sequences . Reply Getting Started Sales. If you want to trigger email sends in HubSpot to non-marketing contacts, you could use a workflow to enroll these contacts, set the marketing status and then send the email right after. From making an ecommerce purchase to ones listed. Automating follow-ups. Click the name of an existing workflow or create a new contact-based workflow. Here are some details going into the weeds a bit (in case this also helps!): To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. I'd like to execute a sequence we've. Clicks per enroll: percent of enrolled contacts who clicked a link in an email sent from the sequence. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". This will be helpful to get emails out for the sales team, but. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If I could generate a list of all contacts from sequence A I could then enroll in B, but I can't figure any way to do this. Providing a precise name will be helpful when referencing lists in. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. This would be fast but not 100% accurate. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. We use cookies to make HubSpot's community a better place. I've submitted feedback to the team as well to suggest they share a tooltip, or other help text, to help users understand why this is a number based property. Yes, you could pick any of the below contact properties and filter for ". Literally the use case is: - You have an onboarding questionnaire. In the top right of the editor, click More > View enrollments. This feature request is for anyone that uses the sequence feature in Hubspot. Our total revenue increased by 215% since we started sending these templates in a sequence. Manual emails => a task to send an email. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). You would want to set those up with the appropriate permissions. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). Scroll down to HubSpot Asset Membership and Enrollment > Click on Workflow Enrollment and then choose your workflow. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. Connect to HubSpot. At the top right, click Create workflow. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). That way they don't need to navigate building one and can just complete the bulk enrollment. English English Español Português Français This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. 4. Problem: I work with multiple clients. Select Workflows. glencornell HubSpot Product Team March 04, 2020 05:37 AM Hi Community! We've released a number of updates to sequences on March 3rd, including the ability to. Enroll in a sequence (Sales Hub and Service Hub Enterprise only) Automatically enroll contacts in a sequence. This type of branch cannot be. I was told that I would need to individually and manually unenroll every contact and then reenroll them to be able to run. So our choices are manual enrollment or no delay, essentially. Good use-cases tend to be event-based. Send templated email to a list of contacts. The value that this feature request adds is that it will get more people to interact with your emails. Select a contact to enrol and click the email icon in the left panel. In your HubSpot account, navigate to Automation > Sequences. Any changes you make now don't affect them anymore. In Planning. " Once this is saved and processed, the list. Enrol in Workflow B, the no further action; or Is the user enrolled in Workflow B, but continues along with any further Actions within Workflow A, then happen afterwards i. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Set up the trigger, then click Apply filter. Hi everyone, I'm Ana, the PM for sequences here at HubSpot. Learn more about reporting on sequences. What otherwise should take maybe 9 seconds takes several minutes to hours complete, depending on how many contacts are being worked with. In the top left, click the Managetab. Karsten, I have applied that filter to the active list and now have a static and active list. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Create a list. As a Free user, I run a weekly task to mop up prospective customers who have fallen out of sequences using the "Last sequence ended date" contact property: This sounds like something that Workflows would be helpful for, if you're a higher-tier user. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. But be careful, you may not want to enroll multiple contacts in the same Sequence. This idea is on our radar, but not our roadmap at this time, specifically through the end of 2023. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. Click the Manage tab on the top left. e. It's probably not the. Hello, I have recently aquired some additional email addresses for an existing contract on HubSpot which already has a primary email address. Set up A/B tests for sequences. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. HubSpot gives you a list of recommendations for improving your email. We offer HubSpot support, email ma. Simply click. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . If you have HubSpot Sales Starter, Professional or Enterprise, you can enroll any of your contacts into a sales sequence via your native email tool (Gmail or Outlook) or from your HubSpot portal. This enrollment failed because Gmail failed to send the first step. To filter your activities by Activity type or Sequence enrollment, use the dropdown menus at the top of the table. It would be great if HubSpot could then add an "export this list" or "add to list". Mistake #4: Forgetting DelaysHi , The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here . Manage subscriptions of individual contacts. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot should native. ) Alternatively, if you want companies who have never had a contact in a sequence, create the following lists: List 3: Company is associated with contact where Last sequence enrolled date is known. We are a team of HubSpot experts. I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. You can add up to 50 contacts at a time into a sequence, however you have to manually remove each person from a sequence. HubSpot Product Team. Or, you can manually enroll a contact or a list of contacts into a workflow. Reply. Good question! My thought is you could add a final step to the sequence of 'General Task' to create a task for yourself to add the individual to a static list. Click the name of the workflow or create a new workflow. 1. Unfortunately not, no. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Automated enrollment for the sequence through workflows works only with automated personalized emails (custom. The purpose of a sales sequence is to engage prospects, and they haven't engaged. HubSpot interprets 'is known' as 'has changed', too, so an additional enrollment will increase the number and HubSpot will trigger re. When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. A little late, but in case you hadn't figured it out yet, you can enroll multiple contacts into a sequence by: A) creating a list of all pertinent contacts and enrolling that list into the sequence, or. In the actions panel, select Enroll in a sequence. At the very least, if I can create a list based on sequence enrollment, then I can create deals based on that list, however it'd be great not to have to go through the list step and, instead, create a deal. ----------- This is now in. Sep 22, 2022 9:48 AM. Set up the trigger, then click Apply filter. 2. For example, this walkthrough will enroll a contact into this sequence if it is marked as a sales qualified lead after today. There is no way to turn this off. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. We have multiple use cases like this. Hi @keriestewart @SimonRevDeBug @JH21 and @BSchwartz ! At this time it is not currently possible to bulk unenroll contacts from a Sequence. The new updated sequence will only be updated for folks that are newly enrolled. As far as I know, we can only suppress contacts by Now in Sequence is equal to True (available as an active list filter) – but not by specific sequences. We use cookies to make HubSpot's community a better place. However, once I have the additional email addres. . In the left panel, choose Start from scratch or select a pre-made sequence template. Unfortunately, I don't see any way to filter out the companies unenrolled in sequences Hope this helps! If we were able to answer your query. This tool is often confused with the platform’s workflows tool,. Enable mass enrollment in sequences. - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence. In the right panel, select the when an event occurs. Click the sequence name. In your HubSpot account, navigate to Reports > Dashboards. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. In the enrollment trigger box, click the Set up triggers. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. Thanks HubSpot!English English Español Português Françaisto "The ID of the last sequence enrolled. E. We don't grab everyone's email at first. This queues up a series of automated emails that will be sent to them at a cadence that you set. Published: September 16, 2020. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. I want to measure the response time of incoming leads. You could place the link next to actions when selecting all contacts etc. Workflow events will be listed in descending order, with the initial enrollment at the top. enr. Hi @keriestewart @SimonRevDeBug @JH21 and @BSchwartz ! At this time it is not currently possible to bulk unenroll contacts from a Sequence. Hi , You can filter for those bounced contacts in lists or in the contacts home (Menu > Contacts > Contacts) by searching for contacts who Email hard bounce reason is known. To enroll in the Sequence tool Find Automation > Sequences under Automation in your HubSpot account. Users with Write permissions for lists can create lists. Click the button. Learn more about event triggers. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. This metric reflects whether the email content or the. Hover over the workflow, then click Edit. To set up sequence enrollment in a workflow: In your HubSpot account, navigate to Automation > Workflows. . Click on the “Add email” button to add an email to your sequence. This How to Use HubSpot. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. HubSpot currently is logging ALL email communication to every active deal. When you create a HubSpot Zap, you'll be asked to log in to your HubSpot account (unless you are already logged in). With their next open, they re-enter the list. 1. unenrol settings. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article . The number of entries in the series determines its length (which could. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". ) The list will then populate with contacts associated to. Simply click the sequence name. In your HubSpot account, go to Automation > Sequences. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I just don't see a way to do it unless I incorporate custom code, and not even sure where to start with that. The closest you could get with just the sales product would be to create a task via our Engagements API for the rep to enroll someone in a sequence once someone signs up for your product. Then, click Turn on. (Knowledge base: Enroll and unenroll contacts in sequences using workflows)In the workflow editor, click Set up triggers. In the workflow editor, click Set up triggers. Thanks Hubspot!)Pick a timeframe; Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. Thank you for the clear reply and explanation. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Workflows. In which case, you can build a list of contacts who have completed specific workflows in the list builder. Enter your sequence’s name and click the “Create” button. In the left panel, select the when an event occurs. Sales Hub Pro - Onboarding step 1 : Strong foundations. For example in my case, when I would use the filter "Name of the Last Sequence Enrolled. This is the date a user enrolled a contact in a sequence, not. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. But, customer support said once you re-enroll them they start back at email #1. You can bulk enroll a list to a sequence following these steps 1) Create the list 2) Go to contacts and then contacts again. I would recommend posting this request on our HubSpot Ideas Forum here, if this is a feature you would like to be implemented!In the top left of the workflow editor, click Details. The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here. Example: If an account's daily send limit is 500, then a Super Admin can enroll at least 100 but no more than 200 contacts in a sequence at one time. Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of the sequence again.