Unenroll Contact from Sequence

[GDamaren]

Hi there,

We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or Contact Lifecycle Stage becomes Customer.

From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence enrollment from a workflow.

https://knowledge.hubspot.com/sequences/unenroll-from-sequence

Does anyone have an idea of a workaround on how to do this? Perhaps temporarily 'fake' the criteria for unenrollment- ie creating a workflow that temporarily unsubscribes a contact when they become a customer? Or is there a way with Zapier?

I spoke with HubSpot support, and they suggested just using a workflow instead of a sequence at all, but I would like to utilize the sequence functionality if possible. Or does it perhaps make more sense to just use a workflow?

Many thanks!

Gwen 

[karstenkoehler · Accepted solution]

Hi @GDamaren,

Designing an automatic process here is tricky. As @PamCotton has already mentioned and as you've already noticed, this is not possible at this stage.

The only aspect of unenrollment that you can control is indeed unsubscription and potentially the legal basis for communication. It's not specifically mentioned in the list but I'd assume HubSpot to not send the email if you remove the communication consent for "Sales Email | One to One" via workflow (set it to "Not opted"). I haven't tested this and I'd recommend doing so thoroughly. Keep in mind that playing around with unsubscription and legal basis can have other unintended consequences if you're planning on sending more emails to this contact in the future.

The other workaround that I see is an email notification to the sales owner to manually unenroll the contact. With a workflow, you can enroll contacts who are Now in sequence and are associated with an open deal – and then send an internal email notification to the sales owner. Not ideal because it's manual but probably the best solution at the moment.

Thanks for tagging, @PamCotton!

Best regards

[Ian_Matt · Accepted solution]

@GDamaren this option is now available in workflows on the Sales Enterprise package 🙂

[kvlschaefer]

Thanks for sharing this update, @Ian_Matt! 🙂 

[beckyhopkins]

Surely this is needed in other plans as well and not just enterprise! It's becoming increasingly common that features that are desperately needed or at least workarounds are not available to pro users

[alexcomments]

I agree, such a simple feature. Literally the use case is:

- You have an onboarding questionnaire

- You want to follow up for users to complete it (you don't want to manually do it)

- The user completes it, you want to stop bothering the user -> unenroll from sequence.

[karstenkoehler]

Hi @GDamaren,

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

Your workflow could look like this:

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

[JCatanach]

Hi Karsten! This is only available for the enterprise level? Not professional? My team is far too small for enterprise functionality.  

We're product led and this would just be tedious and distracting work. 😕

[karstenkoehler · Accepted solution]

Hi @GDamaren,

Designing an automatic process here is tricky. As @PamCotton has already mentioned and as you've already noticed, this is not possible at this stage.

The only aspect of unenrollment that you can control is indeed unsubscription and potentially the legal basis for communication. It's not specifically mentioned in the list but I'd assume HubSpot to not send the email if you remove the communication consent for "Sales Email | One to One" via workflow (set it to "Not opted"). I haven't tested this and I'd recommend doing so thoroughly. Keep in mind that playing around with unsubscription and legal basis can have other unintended consequences if you're planning on sending more emails to this contact in the future.

The other workaround that I see is an email notification to the sales owner to manually unenroll the contact. With a workflow, you can enroll contacts who are Now in sequence and are associated with an open deal – and then send an internal email notification to the sales owner. Not ideal because it's manual but probably the best solution at the moment.

Thanks for tagging, @PamCotton!

Best regards

[PamCotton]

Hello @GDamaren, you are correct, at the moment there is not an automated way to have your sequences be unenrolled, the action needs to be done on the side of the contact.

I will add some top experts to this matter to share their thoughts @Josh @kcooper @karstenkoehler any other recommendations to @GDamaren matter?

Thank you!

Pam