CRM

DTaylorNTI
Participant

Filtering Contacts by Sequence Enrollment Status

Résolue

Is there a way to apply a filter to a contact list that shows who has NOT yet been enrolled in a sequence?

 

Thanks,

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filtering Contacts by Sequence Enrollment Status

Résolue

Hi @DTaylorNTI,

 

Yes, you could pick any of the below contact properties and filter for "... is unknown":

 

  • Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. 
  • Last sequence enrolled date: the date the contact was enrolled into a sequence. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed.

Both "Last sequence enrolled is unknown" and "Last sequence enrolled date is unknown" would return all contacts who have not yet been enrolled in a sequence.

 

Hope this helps!

 

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

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Filtering Contacts by Sequence Enrollment Status

Résolue

Hi @DTaylorNTI,

 

Yes, you could pick any of the below contact properties and filter for "... is unknown":

 

  • Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. 
  • Last sequence enrolled date: the date the contact was enrolled into a sequence. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed.

Both "Last sequence enrolled is unknown" and "Last sequence enrolled date is unknown" would return all contacts who have not yet been enrolled in a sequence.

 

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.

DTaylorNTI
Participant

Filtering Contacts by Sequence Enrollment Status

Résolue

Thanks Karsten - diving back in this afternoon and will give it a try.

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