CRM

smk
Member

Automatically enrolling active list contacts in sequences

SOLVE

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.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically enrolling active list contacts in sequences

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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7 Replies 7
Alex32
Contributor

Automatically enrolling active list contacts in sequences

SOLVE

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.

0 Upvotes
alexcomments
Participant

Automatically enrolling active list contacts in sequences

SOLVE

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

ineshuergo
Participant

Automatically enrolling active list contacts in sequences

SOLVE

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

kaious
Top Contributor

Automatically enrolling active list contacts in sequences

SOLVE

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.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automatically enrolling active list contacts in sequences

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically enrolling active list contacts in sequences

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

smk
Member

Automatically enrolling active list contacts in sequences

SOLVE

Thanks very much, Karsten.

0 Upvotes