Adjust settings on 'Automatic Unenrollment' in 'Sequences'
I think it would be great to continue running a sequence even after a client replies. Right now after a client replies, they are automatically unenrolled from the assigned . I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop.
There are certain sequence follow-ups that are solely for client retention follow-up and will have tasks and emails set far in advance.
We have a large book of business that often slips through the cracks and a way to mitigate lost contacts is through consistent follow-up.
At NightWare, we consistently want to create sequences that would continue even if a customer responds. Often we are asking sales contacts questions about our product or our support to drive our understanding of how we can support them better. Their responses are all unique.
Agreed. We use it to keep in contact with new members and they will more than likely respond with questions and then the rest of the planned content to explain features etc. moving forward they won't receive - which defeats the purpose of the sequence for our team.
Automated unenrollment from a sequence when a contact replies to an email or books a meeting is defeating the purpose of sequences in our workflow. It would be very beneificial if we could control the "trigger" inside HubsSpot on when a contact is unenrolled from a sequence, but those options are currently grayed out and we cannot uncheck the boxes.
This is ridiculous and needs to be enabled pronto. There's no reason not to have this as an adjustable setting other than to try to force an upsell. But all it really is doing is losing trust with your customer base.
There's an option, but it's unclickable. And I just spent a whole 30 minutes with a hubspot rep who basically just tried to sell me on upgrading so that I can get workflows and then use a workaround for it. 🙄 But it should be available simply with sequences as is.
If your sales rep has figured it out though and can share, please pass it along, I'd love to hear. It would save my sales assistant a bunch of tedious work and be really useful over the long haul as well.
This is super frustrating, sequences is a useless tool as it currently is. We should be able to turn off the automatic unenrollments if we want or turn it so that people are only unenrolled automatically if they specifically respond in the thread. We are a small school with a little budget, and were told we would be able to use sequences within service hub. This tool has created more work and cost us a lot of money and time to not work.
We were attempting to use sequences for our re-enrollment process. Obviously, lot of families today are not traditional 2 parent households. We classify a company within hubspot as a family unit and name it based off the child's last name. then we add the family members to that company as contacts. In our use case we had one parent automatically unrenrolled from the sequence becuase her ex-husband was emailing the school about something totally unrelated. She was enrolled in the sequence becuase she still has not signed her half of the contract for next school year.
That is a very specific instance, but we communicate with our parents all the time. Using a sequence is literally not an option for us unless we are constantly createing new sequences to enroll people in when they inevitably drop off. The other option is of course to pay even more money to get marketing hub. Super frustrating.
I want to send our clients a sequence that I want to continue even as we have other unrelated email conversation with them. We need them to respond to the specific request in the sequence and book a particular type of meeting, then the sequence can stop.
HubSpot is SO restrictive that it's really only useful to reach out to cold contacts with the only goal of getting a response. It can be so much more useful if there were more options for a multitude of tasks.
We are launching 12 sequences for a complex A/B test, and I want to ensure that the meetings booked get associated with the correct sequence. But whenever someone replies to a sequence, it unenrolls them. We will always book a meeting after the person replies, so the meeting booked % is a useless metric.
This would solve a HUGE problem for us when account mangers use this with clients. I get it with prospects, but we want to drive certain communication with clients and if they respond to another communication, not the intended communication, it kicks them out.
Just default to turned on, but let US control it and turn it off - simple as that !
Agree this should be configurable and ironically is shown on the settings screen as though you could click on it but HS in its infinite wisdom feels it must protect us from ourselves as it does with a lot of features. But we have onboarding sequences for new customers that even if they reply with a question or have a meeting booked related to their onboarding process, we still want them to get onboarding emails designed to help educate them on all of the features of our solution over time.
The workaround support suggests of using a workflow and marketing emails isn't a good solution becuase:
1. Marketing emails are more likely to go into promotional inboxes or spam vs. sales emails that are sent from the user's email.
2. Marketing emails don't look legitimately personalized nor is there a way to personalize each send, both of which you can achieve with sales emails sent from a sequence.
The fact this has not been done makes sequences unusable. It is unbelievable this has not been actioned. Automated replies from out of office unenroll sequences if this is the case. I cannot do my job without this function.
