Create a contact list from a sequence or sequences.

We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence.  This allows us to run different types of field, email and product/services campaigns  based upon the location of the contacts and the date of the sequence.   

 

Realizing that I can take a list of contact and place them into a sequence. I am surprised that I can not take a sequence or sequences and create a list of contacts.   This woudl be a very helpful tool. 

 

Thank you

 

Thanks

HubSpot updates
Status updated to: In Planning
Oct 27, 2020

Hi Community!

 

I've merged this idea with a similar Idea to create a contact list/show sequences enrolled for a contact. All upvotes and comments from both should now be visible in this Idea post.

 

And an update! We are now planning work to allow sequences properties to be used as triggers and filters in workflows, lists, and reports. More details on the related work and progress can be found in the update for the Idea: Drill-downs for Sequences Open/Click Reporting

 

Best,

Glen

 

Best,

Glen

44 Replies
New Member

At the moment it is not currently possible to create a list of contacts who have completed sequences. It would be very useful to have this option.

 

Thanks!

New Member

Would greatly appreciate the ability to export the list of contacts that have completed sequences.

Status updated to: Needs Detail
HubSpot Product Team

@sofiapensado I agree this would be useful information to have. Could you explain how you might use a list of contacts like this? 

What actions would you expect to take with a list of contacts who completed a sequence?

New Contributor

Would greatly like the feature of being able to export multiple lists at one time. Super inconvenient to have to export each one individually.

Status updated to: Idea Submitted
HubSpot Product Team
 
New Member

I agree that this would be a great tool! 

 

I'd like to be able to filter contacts who have completed a sequence, but it's more important to be able to select contacts that have completed specific sequences, rather than completed any sequence.

 

I would use this tool to bulk edit the lead status. If they have completed a sequence in which I beleive no reply indicates they are uninterested, I could update the lead status to "unqualified" or some other custom property that is applicable to my business. 

 

 

Occasional Contributor

@Bfeldkamp - agreed with your summary.  I would also like to filter to those speicifc contacts and check results of how other types of engagement went (i.e. phone calls, meetings, etc).  That way, when I report out on how a specific sequence went, I can also have details surrounding call info and meeting rates (for example, I connected with 50 people, left 25 voicemails, and 25 no answers).

HubSpot Employee

I also think from a managament standpoint it would be beneficial to be able to measure the effectiveness of sequence enrollments. Say I run a team of 5 sales reps who are all enrolling 100 leads a week. How do I measure how successful these enrollments have been? The ability to generate lists of contact has completed Sales Rep 1 sequence would enable me to analyze how many of these leads have then resulted in deals being created for instance. The ability to segment in lists by sequence completion would benefit ROI reporting. 

Occasional Contributor

@sjudson @sofiapensado - To add to this again, having the ability to filter contacts in completed sequences and being able to leverage the effectiveness of the sequence will give you much more reporting power on status of sequences/lead follow-up. The ability to see which contacts had deals created, calls connected, and moving on to the next steps in the sales process will allow us to accurately see what's working and what isn't.  What needs to be changed or unchanged.

This would be super beneficial when building out sequences and reporting out results of said sequences w/o having to manually do this offline.

Top Contributor | Platinum Partner

I would love to have this. Specifically, a contact property that let's me know which sequence they completed (multiple checkboxes). Right now, there's no way to filter contact to make sure that we don't enroll contacts into the same sequence twice.  Also, if we have sequences that are prerequisites to other sequences, there's no way to keep that workflow organized.

 

HubSpot, please get on this!

Occasional Contributor

Hey there, We'd love the ability to export sequence data e.g. who it was sent to, contact properties, clicks, opens, bounces etc. As we use multiple marketing tools and coordinate many campaigns outside of HubSpot, we often have to 'wash' contact lists against one another to ensure no cross over.  Additionally, prioritizing calls by clicks, replies and opens (by filtering sequence data) would be huge in facilitating our sales team.

Likewise, knowing which contacts have historically been enrolled in certain sequences is a huge plus (rather than a simple "true/false" which provides little insights).

Thanks! 

 

New Member

I like this idea. I would like to select all the contacts in a specific sequence.

New Contributor

Has this not been solved? 'Member of Campaign' is a pretty common concept in multi touch marketing, when your considering attribution especially. Or suppression lists ... or .. I mean so many things.

New Member

Absolutely. It is a must have to be able to make a list of contacts that have been involved in a specific sequence so you may creat subsequent sequences. I probably will not be able to stay with hubspot without this feature as the contacts are becoming too difficult to manage.

 

I really hope to see this. Thanks.

 

Jeff

New Contributor

Having this feature would be extremely helpful! 

 

We have sequences for people in every market. Being able to create a list of everyone in a specific regional sequence would let us send invites for region-specific events much more easily. 

 

Additionally, being able to create a list of people in a sequence would also be extremely useful for creating suppression lists. If you have multiple marketing email workflows going, being able to suppress the list of people in certain sequences would help us ensure we aren't overloading those contacts with similar messaging.

 

I hope this feature gets implemented soon.

Occasional Contributor

At the end of a sequence, instead of creating a task for each contact, add them to a static list.

 

if you have  sequence with a high amount of contacts, managing the huge amount of generated tasks is tedious. It would be best to dump the contacts in a list instead of creating a task for each contact. 

New Contributor

We would also benefit from this. I would like to be able to enrol everyone who completed a sequence in a workflow, and being able to have an active list with "completed X sequence" would be helpful. Thanks!

Occasional Contributor

+1 to this idea.

 

Reason here is that we made changes to a sequence after it was already sent out (and had finished) for a number of contacts. We'd like the contacts who finished the sequence to now receive the extra email we had added on, but this doesn't appear to be possible directly from the sequence page. 

 

It would be fine if we could simply go into all of those contact profiles and send the final email that we had added, but it would be much easier to have this functionality available in a task view for example which we could create based on a filter of all the contacts for whom the sequence had ended.

Top Contributor

Any update?

Top Contributor

Any update?