Hi everyone,
I’ve run into an issue with the Now in sequence contact property and wanted to check if this is expected behavior or if I’m missing something.
I’m trying to filter contacts that are not currently in a sequence. My assumption was that using the filter:
- Now in sequence is equal to FALSE
would return:
- Contacts that are explicitly not currently in a sequence, and
- Contacts that have never been enrolled in any sequence (i.e. where the property is unknown/not set).
However, what I’m seeing is that this filter only returns contacts where the property is explicitly set to false. Contacts that have never been in any sequence (unknown value for “Now in sequence”) are not included in the results. For other properties Hubspot offers the checkbox for including records with unknown value – unfortunately not in this case.
- My questions:
Is a checkbox planned to be added to that property?
- How are you solving that issue without complex filter logic (filter group and OR-logic)?
Thanks in advance for any guidance or examples from others who’ve solved this in a clean way.
Best,
Franziska
Hey there,
That behavior is expected for Now, in sequence = FALSE, as it only returns Contacts that have been previously enrolled.
To meet your goal of returning:
Contacts that are explicitly not currently in a sequence, and
Contacts that have never been enrolled in any sequence
Here’s one way that you could handle it:
1. Create an Active Segment with the criteria of “Now in Sequence is equal to True” and then create a View with criteria set that excludes anyone who is a member of that Segment.
Since the “Now in sequence” segment captures only contacts who are actively enrolled, inverting it is the easiest way to reach everyone who isn’t.
Tested on one of my accounts and looked like it met your criteria. LMK if you have questions.
Hi there @FBrendel Thank you for your post!
First, I want to share a couple of community threads that offer help for your issue:
https://community.hubspot.com/t5/Sales-Email/Sequences/m-p/816524
https://community.hubspot.com/t5/CRM/Creating-a-list-of-companies-that-are-not-enrolled-in-a-sequence/m-p/560102
Also, I’m tagging. a few community experts to help us out. Hey there @CarolinaDeMares @Nishant_Gupta @karstenkoehler Happy Wednesday! Any ideas that can help here? Thanks!
Victor
Hello Karsten,
that is what I was looking for. Thank you! 
Best, Franziska
