topic Re: Enrolling a Contact into a Sequence on Contact Record in Tips, Tricks & Best Practices

Enrolling a Contact into a Sequence on Contact Record

DBrazil — Wed, 22 Nov 2023 21:39:18 GMT

Surprised it's not intuitive to enroll a Contact from their record.

Not in the Actions dropdown, nor can I add it as a card or a property.

Seems like you have to be in list view - but if I'm in a Contact Record and the need to add to a sequence gets the better of me, then why not?

Is it hiding somewhere?

Re: Enrolling a Contact into a Sequence on Contact Record

DBrazil — Wed, 22 Nov 2023 21:45:20 GMT

found it via email - odd as in the rest of the UI you use the language of 'enroll' - but hey it's there. NOt all sequences may have an email component anyway as they may be call or LI only.

Re: Enrolling a Contact into a Sequence on Contact Record

APIANT1 — Fri, 08 Dec 2023 15:21:20 GMT

Where did you find it? Could you add a screen shot?

Thanks!

Re: Enrolling a Contact into a Sequence on Contact Record

DBrazil — Fri, 08 Dec 2023 15:25:16 GMT

Re: Enrolling a Contact into a Sequence on Contact Record

kgates — Mon, 01 Dec 2025 22:28:51 GMT

Having sequences as a card property in the contact record (like segments and workflows) would be so useful to show
-what sequences they were or are currently enrolled in
-ability to unenroll them from the sequence

Re: Enrolling a Contact into a Sequence on Contact Record

SamTassey — Mon, 01 Dec 2025 23:42:29 GMT

Hi @kgates! Thanks for posting in our Community!

For now, @DBrazil is correct. From the contact record, you can click the email icon > then click the Sequence button in the composition window that pops up. Otherwise, like seen here you can click the more button to enroll directly from the contact record.

With this in mind, I do see how it could be super helpful to have this live within its own card. If you'd like, I may recommend posting this as its own idea in our ideas forums here! ----> https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas