List Filter/Sequence

CRM & Sales Sales Email
1

We have a large static list that we want to enroll in a sequence. By adhering to sending limits many of the contacts will be finished (completed) with the sequence before others are even enrolled. To ensure those completed contacts don’t reappear on the list we are enrolling from, what filter should we apply?

2

Hi @RSchiller,

You can create an active list of contacts who are in your static list and where Last sequence enrolled date is more than X days ago. By using this date filter, you could exclude contacts from your enrollment list that were in a sequence recently. This would be fast but not 100% accurate.

The 100% accurate option would be building a list of contacts where Last sequence enrolled is any of [sequence ID]. You can find the sequence ID by navigating to your sequence and then copying the second number from the address bar in your browser:

In this case, the sequence ID is 85883648.

You would then have two lists: your static list and a list of contacts who were ever enrolled in your sequence. You can now continue enrolling contacts in your sequence as long as they are in the static list but not in the newly created list.

Let me know if you have any follow-up questions!

3

Hi Karsten,

When looking at that filter "Last sequence enrolled" I don’t see the dropdown option “is any of”…

4

Hi @RSchiller,

I was replying from memory, it’s “is equal to”.

Best regards

5

Karsten,

I have applied that filter to the active list and now have a static and active list. The active list has zero contacts as none have been enrolled. Are you saying to enroll in the sequence from the static list which has 5,000 contacts?

6

Hi @RSchiller,

You should enroll from a third list or a filtered view on the contact index page (Menu > Contacts > Contacts) by clicking Advanced filters above the contact table. Filter by List membership:

  • Contact is member of static list
    AND
  • Contact is not a member of active list

As you start enrolling contacts into the sequence, the active list will grow and the view will automatically filter out contacts. (Theoretically, you could skip the creation of the active list and filter for the Last sequence enrolled in the contact index page filters directly.)
Just make sure to refresh the page before enrolling the next bulk, giving HubSpot time to update the lists accordingly.
Best regards!