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.