We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts and the date of the sequence.
Realizing that I can take a list of contact and place them into a sequence. I am surprised that I can not take a sequence or sequences and create a list of contacts. This woudl be a very helpful tool.
Thank you
Thanks
At the moment it is not currently possible to create a list of contacts who have completed sequences. It would be very useful to have this option.
Thanks!
Would greatly appreciate the ability to export the list of contacts that have completed sequences.
Would greatly like the feature of being able to export multiple lists at one time. Super inconvenient to have to export each one individually.
@sofiapensado I agree this would be useful information to have. Could you explain how you might use a list of contacts like this?
What actions would you expect to take with a list of contacts who completed a sequence?
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I agree that this would be a great tool!
I’d like to be able to filter contacts who have completed a sequence, but it’s more important to be able to select contacts that have completed specific sequences, rather than completed any sequence.
I would use this tool to bulk edit the lead status. If they have completed a sequence in which I beleive no reply indicates they are uninterested, I could update the lead status to “unqualified” or some other custom property that is applicable to my business.
@Bfeldkamp - agreed with your summary. I would also like to filter to those speicifc contacts and check results of how other types of engagement went (i.e. phone calls, meetings, etc). That way, when I report out on how a specific sequence went, I can also have details surrounding call info and meeting rates (for example, I connected with 50 people, left 25 voicemails, and 25 no answers).
I also think from a managament standpoint it would be beneficial to be able to measure the effectiveness of sequence enrollments. Say I run a team of 5 sales reps who are all enrolling 100 leads a week. How do I measure how successful these enrollments have been? The ability to generate lists of contact has completed Sales Rep 1 sequence would enable me to analyze how many of these leads have then resulted in deals being created for instance. The ability to segment in lists by sequence completion would benefit ROI reporting.
@sjudson @sofiapensado - To add to this again, having the ability to filter contacts in completed sequences and being able to leverage the effectiveness of the sequence will give you much more reporting power on status of sequences/lead follow-up. The ability to see which contacts had deals created, calls connected, and moving on to the next steps in the sales process will allow us to accurately see what’s working and what isn’t. What needs to be changed or unchanged.
This would be super beneficial when building out sequences and reporting out results of said sequences w/o having to manually do this offline.
I would love to have this. Specifically, a contact property that let’s me know which sequence they completed (multiple checkboxes). Right now, there’s no way to filter contact to make sure that we don’t enroll contacts into the same sequence twice. Also, if we have sequences that are prerequisites to other sequences, there’s no way to keep that workflow organized.
HubSpot, please get on this!
Hey there, We’d love the ability to export sequence data e.g. who it was sent to, contact properties, clicks, opens, bounces etc. As we use multiple marketing tools and coordinate many campaigns outside of HubSpot, we often have to ‘wash’ contact lists against one another to ensure no cross over. Additionally, prioritizing calls by clicks, replies and opens (by filtering sequence data) would be huge in facilitating our sales team.
Likewise, knowing which contacts have historically been enrolled in certain sequences is a huge plus (rather than a simple “true/false” which provides little insights).
Thanks!
I like this idea. I would like to select all the contacts in a specific sequence.
At the end of a sequence, instead of creating a task for each contact, add them to a static list.
if you have sequence with a high amount of contacts, managing the huge amount of generated tasks is tedious. It would be best to dump the contacts in a list instead of creating a task for each contact.
We would also benefit from this. I would like to be able to enrol everyone who completed a sequence in a workflow, and being able to have an active list with “completed X sequence” would be helpful. Thanks!
+1 to this idea.
Reason here is that we made changes to a sequence after it was already sent out (and had finished) for a number of contacts. We’d like the contacts who finished the sequence to now receive the extra email we had added on, but this doesn’t appear to be possible directly from the sequence page.
It would be fine if we could simply go into all of those contact profiles and send the final email that we had added, but it would be much easier to have this functionality available in a task view for example which we could create based on a filter of all the contacts for whom the sequence had ended.
Any update?
Really agree with this. For example, I’ve enrolled over 200 contacts over the last couple weeks and I now have around 100 tasks to change lead status. There’s no effective way for me to bulk change the lead status of these contacts. It seems like a ridiculous waste of my time to go through and one by one change these contacts lead status. Would really like to see a feature implemented to achieve this more effectively.
I would imagine something like “Contact is enrolled in sequence:” and then the ability to select from a list of sequences to filter the contacts enrolled in a particular sequence, as opposed to just the true or false currently available.
Ideally, it would be good to be able to filter on where exactly a contact is in a sequence as well (one step further down from which sequence they are in).
@sjudson Is there a way to create a “new” list of people who DID NOT respond to a sales sequence after the sequence has ended? The use case would be taking changing Lifecycle Stage from “SQL” to “MQL” and automatically enrolling that list into a Marketing nurture campaign (keeping those Contacts in perpetual motion - like a Flywheel!).