CRM

SRobb8
Member

Workaround for open-ended sequences

SOLVE

Hey everyone,

 

I'm wondering if anyone else has encountered a similar issue. Basically our team is looking to create a somewhat open-ended Sequence that activates whenever a deal is moved to Closed Lost from our Sales Pipeline.

 

Basically the idea is that when that happens, they move into this 'nurture flow' so that we don't have to manually think about comms. But I read in the documentation that whenever a sequence is edited, the edits will only apply to new enrollments.

 

Since this is more dynamic, and the list of contacts this will go to will increase any time a deal is lost across a long time period, we won't have the content necessarily pre-planned and will want to add to it.

 

Is there a workaround for this somewhere that I'm not aware of?

 

Cheers!

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

Workaround for open-ended sequences

SOLVE

Hi @SRobb8,

 

The only alternative I see would be workflows with automated marketing emails – requiring Marketing Hub Professional or Enterprise. As long as a contact is still within a workflow and still has workflow actions ahead of them, they will experience newly added actions.

 

For sales sequences and one-to-one email, there is theoretically the option to segment your contacts by who received which version of your sequence – e.g. v1 with emails 1, 2, 3 – and enroll them in a sequence of just email 4 once email 4 is added. But that involves a lost of list building and is very prone to error.

 

The easiest option is to frontload all of your conceptual writing work and finalize the sequence before you put it into action.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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

Workaround for open-ended sequences

SOLVE

Hi @SRobb8,

 

The only alternative I see would be workflows with automated marketing emails – requiring Marketing Hub Professional or Enterprise. As long as a contact is still within a workflow and still has workflow actions ahead of them, they will experience newly added actions.

 

For sales sequences and one-to-one email, there is theoretically the option to segment your contacts by who received which version of your sequence – e.g. v1 with emails 1, 2, 3 – and enroll them in a sequence of just email 4 once email 4 is added. But that involves a lost of list building and is very prone to error.

 

The easiest option is to frontload all of your conceptual writing work and finalize the sequence before you put it into action.

 

Best regards!

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.

0 Upvotes