I frequently put together resources that I want to send out and make sure that our clients receive it. I also use sequences to send emails to our team internally so that I can track opens & engagement within the team.
I think it would be helpful to be able to turn off the 'automatic unenrollment' once someone replies, because I'd still like the contact to receive all subsequent communications.
Hi everyone! My name is Hallie, and I'm a Program Manager on the CXM team. This is now in public beta! You can opt into this in your account via this link. Please leave feedback for our product team here in this thread as you use the beta. Thank you!
Why offer a "toggle" in the UI if it can't be changed? This is a basic capabilities that is massively restricting the functionality of our outreach programs, please consider offering this functionality as it's a huge blocker for our marketing campaigns to sales.
Please allow users to disable the Unenroll from sequence toggle! The sequence tool is super helpful for existing client communication but useless if they don't receive the information in future steps simply because they replied.
100% Agree with this. The sequences feature could be very interesting, but because of the auto unenrollment after just 1 email reply it makes it completely useless for us. We create them, because we have a certain flow after we meet a new lead at a congress. In automatically created steps we try to get them to a Presentation. Mail from a template --> Call --> Interested? --> Follow Up Call --> DMU call --> Presentation scheduled. It's lovely how i can see all the contacts in every stage of the sequence. But if there is just one reply on a mail or one meeting planned it automatically unenrolls. I just don't understand why i can't turn that off. That really is a problem. And as i said, it makes it completely useless for us. Please Hubspot, fix this.
I agree that the Automation wrt to Unenrollment is a limiting feature and prevents the Sequence Tool for being used to help manage specific Customer based tasks. The sequence performance metrics would be perfect to show exactly where a Customer is in relation to Tasks completed and those yet to be delivered. There should be optional unenrollment automation not mandatory automation.
I would also love to be able to toggle this on and off. Just because someone responds to an email does not mean they should be removed from the sequence entirely - in fact, we lose the connection between meetings booked and the particular sequence because the person is removed before they get to that step.
Adding this to the list of random HS "features" that I find super annoying. Why do the restrict users in these ways for no apparent reason? I also agree with the comment: "I don't understand why it gives you an option, if that option isn't even available." - they probably want us to upgrade to the enterprise level in order to use that 'option' 🙄
It used to be unlocked, and you could decide. Now, we do not have the option as HubSpot judges us incapable of making this decision. We are two years out on this, and they continue to ignore it.
Every time a salesperson or customer service person wants to review our use and try to upsell, I tell them to spend the time on this.
