Filtering Contacts by Sequence Enrollment Status

CRM & Sales CRM
,
1

Is there a way to apply a filter to a contact list that shows who has NOT yet been enrolled in a sequence?

Thanks,

2

Hi @DTaylorNTI,

Yes, you could pick any of the below contact properties and filter for “… is unknown”:

  • Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in.
  • Last sequence enrolled date: the date the contact was enrolled into a sequence. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed.

Both “Last sequence enrolled is unknown” and “Last sequence enrolled date is unknown” would return all contacts who have not yet been enrolled in a sequence.

Hope this helps!

3

Thanks Karsten - diving back in this afternoon and will give it a try.