topic Re: Can I edit a sequence after people are enrolled? in Sales Hub Tools

Can I edit a sequence after people are enrolled?

MRandjelovic — Fri, 11 Mar 2022 19:43:06 GMT

I have a few sequences created, and since HubSpot doesn't allow contact to reside in multiple sequence (such a limitation imo) I want to be able to simply add a new step when there is something worth sharing with prospects. And it saves the trouble of creating a new sequence just to send one email.

Is there something I am missing or is this possibly on the roadmap?

Thanks,

Re: Can I edit a sequence after people are enrolled?

Josh — Fri, 11 Mar 2022 19:54:17 GMT

Hi @MRandjelovic,

Here's an article on editing active sequences.

This should give you the answers you're looking for.

Josh

Re: Can I edit a sequence after people are enrolled?

KWhelan — Fri, 01 Jul 2022 19:51:00 GMT

I don't find that article to be very helpful. I was on the phone with Hubspot support and they said that if you have a four email sequence, and you enroll people, send the first email, and then realize there's an error in email #3, you cannot edit the sequence. You have to unenroll everyone. But, customer support said once you re-enroll them they start back at email #1.

The alternative is to unenroll everyone, create a new sequence without the first email, then enroll everyone in that. Seems a bit strange that you can't just edit the sequence given that we have that capability when sending a marketing email.

The final alternative is just to create one sequence per email, which defeats the purpose of a sequence.

Everyone discovers errors after the fact when drafting emails. It is super inefficient to have to follow a 10 step process to fix a very simple error.

Re: Can I edit a sequence after people are enrolled?

KBrunstetter — Tue, 02 May 2023 18:14:02 GMT

Hi Team,

Looking to re-open this as a feature request. Key quote in the above article "Already enrolled contacts will need to be unenrolled then re-enrolled to go through the updated sequence steps." Turns into a logistical nightmare when so many contacts are in different steps in a sequence.

Re: Can I edit a sequence after people are enrolled?

kvlschaefer — Mon, 08 May 2023 19:29:34 GMT

Hi @KBrunstetter,

Thanks for your feedback.

I would highly recommend you to please post this product suggestion at our ideas forum.

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Thank you,

Kristen

Re: Can I edit a sequence after people are enrolled?

JDohms — Fri, 03 May 2024 15:31:16 GMT

That provides an answer, but not the one I was hoping for. Please please Hubspot product team, create ability to update email content in a sequence for active enrollees. I've just emailed expired content to my enrollee list, and now need to manually reach out to apologize, which counters the whole point of creating a sequence. The alternative is not creating sequences, but a series of Tasks that I manually review and send out prior. Asking for a friend here!