I have contacts in a finished sequence. I want to enroll all of them into a new sequence. Is there an easy way to do this from the sequence page, or do I have to individually enroll each contact? Thanks in advance!
Hi @BKing231,
Thanks for reaching out to the Community and Happy day!
Unfortunately it is not possible to set up a direct enrollment into a Sequence from another Sequence (the action is not available to add to the end of a Sequence in the sequence page). With the current tools, the quickest way to enroll a contact into a Sequence following the completion of a different Sequence would be to have the final action as a task action, which would then alert the user to enroll the contact in the next Sequence.
Saying that, it would be possible to automate this process via a Workflow where a contact would finish one Sequence and then be automatically enrolled in the next Sequence, however, you will see from this HubSpot Knowledge Base article here that this requires a Sales or Services Hub Enterprise subscription.
Best,
Diana
Thanks for your reply, Diana! This was helpful.
Hey @BKing231 , if you don’t have an Enterprise plan you can accomplish this by using our app, Enrollem.
Enrollem adds a custom action to workflows to enroll contacts in a sequence with a free plan available. You could then add a delay to wait until ‘An event occurs’ and select ‘Sequence Finished’ as your event then start your second sequence. See below for an example:
