CRM

smk
Miembro

Automatically enrolling active list contacts in sequences

resolver

I have an active list.  One of the criteria is contacts that haven't been touched in 30 days.  Therefore every day there are new results in the list.  Every day, I want that day's list results/contacts to be enrolled in a sequence.

 

How?  Thanks.

2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Automatically enrolling active list contacts in sequences

resolver

Hi @smk,

 

Currently it's not possible to auto-enroll contacts into sequences. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here.

 

There is a workaround that might make your life easier. You can clone or modify your active list and add an additional filter, click 'Contact properties', find 'Now in Sequence' and select 'has never been equal to True'. Your list will populate with contacts that have not been enrolled before. You can now use it like a to-do-list. Still manual enrollment but you'll see at a glance which contacts have not been reached out to.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Automatically enrolling active list contacts in sequences

resolver

Hi @smk,

 

This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below:

 

karstenkoehler_0-1626499515948.png

 

You could enroll contacts into this list based on their list membership. As contacts join the list, they would also be enrolled in the workflow and then the sequence. Obviously, there are a lot of ways this could go wrong. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. You could do so by filtering for the contact property Last sequence enrolled:

 

karstenkoehler_1-1626499651191.png

 

(The number you have to put in is the sequence ID. You can find this by navigating to the sequence under Menu > Automation > Sequences and clicking on your sequence. The number is at the end of the URL: https://app.hubspot.com/sequences/YOUR_PORTAL_ID/sequence/SEQUENCE_ID)

 

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I'd appreciate it!)

 

Have a great day

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Ver la solución en mensaje original publicado

9 Respuestas 9
Alex32
Colaborador

Automatically enrolling active list contacts in sequences

resolver

Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. There is a free chrome extension called "HubSpot Sequence Automator" which lets you do this.

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alexcomments
Participante

Automatically enrolling active list contacts in sequences

resolver

@ineshuergo @kaious I don't think they care... unfortunatelly. But I agree it's a crucial feature.

ineshuergo
Participante

Automatically enrolling active list contacts in sequences

resolver

Agreed, This should be available for Sales Pro too, not just Enterprise...

kaious
Colaborador líder

Automatically enrolling active list contacts in sequences

resolver

Feels like a bit on the nose that the ability to automate adding to a sequence is restricted to Enterprise sales hub – seems like a pretty core function of automation that was initially missing, not an enterprise feature to me.

K_Vaughan
Participante

Automatically enrolling active list contacts in sequences

resolver

I agree, it's annoying and feels deliberately limited, even with the new workflow feature, it's set in a such a way to force you to enterprise. There are better solutions out there for the sales team, and enabling something like this would go a long way to making pro better, and not jump ship. 

JBevis
Participante

Automatically enrolling active list contacts in sequences

resolver

Agreed. Currently having this issue now. Active lists is not resolving the issue either. Enterprise pricing is ridiculous as well. Such a simple feature that used be accessible across the board.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Automatically enrolling active list contacts in sequences

resolver

Hi @smk,

 

This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below:

 

karstenkoehler_0-1626499515948.png

 

You could enroll contacts into this list based on their list membership. As contacts join the list, they would also be enrolled in the workflow and then the sequence. Obviously, there are a lot of ways this could go wrong. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. You could do so by filtering for the contact property Last sequence enrolled:

 

karstenkoehler_1-1626499651191.png

 

(The number you have to put in is the sequence ID. You can find this by navigating to the sequence under Menu > Automation > Sequences and clicking on your sequence. The number is at the end of the URL: https://app.hubspot.com/sequences/YOUR_PORTAL_ID/sequence/SEQUENCE_ID)

 

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I'd appreciate it!)

 

Have a great day

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Automatically enrolling active list contacts in sequences

resolver

Hi @smk,

 

Currently it's not possible to auto-enroll contacts into sequences. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here.

 

There is a workaround that might make your life easier. You can clone or modify your active list and add an additional filter, click 'Contact properties', find 'Now in Sequence' and select 'has never been equal to True'. Your list will populate with contacts that have not been enrolled before. You can now use it like a to-do-list. Still manual enrollment but you'll see at a glance which contacts have not been reached out to.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

smk
Miembro

Automatically enrolling active list contacts in sequences

resolver

Thanks very much, Karsten.

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