Automatically enrolling active list contacts in sequences

SOLVE
smk
Member

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.

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Accepted Solutions
karstenkoehler
Solution
Thought Leader | Partner

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
Freelance Digital Marketing Advisor

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2 Replies 2
karstenkoehler
Solution
Thought Leader | Partner

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
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

smk
Member

Thanks very much, Karsten.

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