Is there a way or this possible to enroll a list to a sequence similar to how we enroll a contact manually.
Ex:One my lists has 179 contacts which is targeting towards a specific industry.
TIA
@somu You can bulk enroll a list to a sequence following these steps
1) Create the list
2) Go to contacts and then contacts again.
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.
I believe you can only enroll 50 at one time so you will need to do 4 batches. Best way to do this is to keep the view to 50 per page and go page by page.
Hope this helps!
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Is there a way to set the filter so that you do not accidentally enroll the same contacts twice? I have tried “Sequence Enrollment is none of [name of my sequence]” but the list does not work because it assumes the contact IS enrolled in some sequence. I need to say sequence false, but I don’t have the access. Can you help?
For anyone looking to automatically enroll lists into sequences check out our app, Enrollem. It adds a custom workflow action to your workflows so you can enroll contacts without an Enterprise plan. Just make list membership your workflow trigger criteria and use Enrollem as your action.
@SMAldridge1 Hi!
Yes, this is a common issue. The native “Sequence Enrollment is none of…” filter doesn’t always work the way people expect.
A good solution is FlowNer - it allows you to enroll and unenroll contacts into sequences directly from workflows with much more control. You can easily prevent double enrollments and set proper conditions so the same contact doesn’t get enrolled twice.
With FlowNer you can enroll an entire list of contacts into a sequence automatically through a workflow (instead of doing it one by one). It’s designed exactly for cases like yours - when you need to enroll many contacts at once based on lists or other criteria.