The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria.
Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement.
You’ll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
EX: you’ll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
The intial ‘triggers’ are ‘Form submission’ and ‘Page view’
We have chosen these triggers first because each are ‘reactive’ scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
We still strongly discourage any scenarios of ‘proactive bulk automation’ at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
The actions are ‘Enroll in sequence’ and ‘Unenroll from sequence’
We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.
You’ll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
EX: you’ll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
The intial ‘triggers’ are ‘Form submission’ and ‘Page view’
We have chosen these triggers first because each are ‘reactive’ scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
We still strongly discourage any scenarios of ‘proactive bulk automation’ at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
The actions are ‘Enroll in sequence’ and ‘Unenroll from sequence’
We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.
I am also disappointed that this will only be available for Enterprise level subscription. We have the Pro subscription and would really benefit from this.
Sounds like everyone here is asking the same thing -- why the delay in rolling this out to Pro customers? The technology can’t be that different between the two-level of accounts, can it?
