Enable mass enrollment in sequences

It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. For example I may want to enroll everyone at company x with 50 employees. Currently I'd have to go through the enrollment process 50 times.

HubSpot updates
Enable mass enrollment in sequencesHubSpot Product Team
changed to: Delivered
4 weeks ago

Hi Community! 

 

We've released a number of updates to sequences on March 3rd, including the ability to bulk enroll up to 50 contacts with one click. This is available now for all Sales Professional, Sales Enterprise, Service Professional, and Service Enterprise seats.

You can see everything in the link to the release below:

[Now Live] Advanced Sequences

 

Best,

Glen

Enable mass enrollment in sequencesHubSpot Product Team
changed to: In Beta
Feb 4, 2020

Enable mass enrollment in sequencesHubSpot Product Team
changed to: In Planning
Apr 9, 2019

We are currently exploring options and planning to build the functionality to enroll multiple contacts into a sequence at once. If you would like to be part of future beta testing for sequences enrolling, please fill out this form.

Enable mass enrollment in sequencesCommunity Manager
Jul 26, 2018

Hi all, I wanted to let you know that email marketing is now available with HubSpot Marketing Hub Starter. If you have questions for the Product Team specifically about email and or marketing best practices post your questions here

Enable mass enrollment in sequencesCommunity Manager
changed to: Not Currently Planned
Apr 17, 2018

Hello all,

 

I am reaching out on behalf of the HubSpot Product team to inform you that this idea: Enable mass enrollment in sequences is Not Currently Planned. 


This is because the ability to enroll mass lists of contacts already exists as part of HubSpot's Marketing Hub. The HubSpot Sales Hub & CRM Free features are designed specifically for one-to-one email communications between sales teams and their leads/customers. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. Email Marketing is currently part of the Basic, Pro and Enterprise packages but stay tuned here for updates r.e. Marketing Free and Starter. 

Our Product Manager @sjudson has announced a new Sequences feature that is In Beta which enables users to select a group of contacts, and quickly personalize and send sequences to those contacts individually. Quick sending is a playlist or task-queue like sending experience for sequences paired closely with email recommendations.  Here is a peek at how it works:

 
Quick Sending.gif

If you have any questions, feedback or would like to find out more about this feature and how to drive value from your sales emails please reach out to Scott directly by commenting on this idea: Quick sending in sequences

Enable mass enrollment in sequencesHubSpot Product Team
Apr 10, 2018

Hi folks -- Scott from the product team here. 

 
We have an early version of a new "quick-send" feature as part of sequences, which will minimize your time spent doing sales outreach while giving you personalization and recommendation tips to boost response rates.
 
If you're interested in getting early access, please fill out this form. We'll be slowly granting access as we work out the kinks and implement feedback. 
 
Quick Sending.gif
 

Enable mass enrollment in sequencesCommunity Manager
Nov 17, 2017

Hey @Tayloroster this is not a feature the HubSpot Sales product team will be moving forward with at this time. This is because this feature already exists as part of HubSpot's Marketing Hub. The HubSpot Sales & CRM features are designed specifically for one-to-one email communications between sales teams and their leads/customers. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. 

64 Replies
Community Manager
Community Manager
updated to: Needs Detail

Hey @marekhornak @RachelCarollo by 'bulk sending', do you mean sending mutliple sequences (in bulk) at once or sending one sequence/email to multiple recipients at a time?

Occasional Contributor
I created a workaround for the HubSpot single recipient on the "To:" line so high-ranking contacts aren't offended by being added on the CC: line. I create my email in Outlook and include my HubSpot bcc: email address so the email is tracked in HubSpot by contact. I then log the email in the specific deal using the Log Activity field. Anyone else have any workarounds like this or better?
Regular Contributor

I would like to be able to email 2+ people (sometimes) in a sequence and that's not an option. Can you add it?

New Contributor

Yes! Our company deals with school groups and sometimes our deals involve music directors, boosters, as well as administration. Being able to send an email to all of them in a sequence would be very beneficial.

New Contributor

I am literally about to quit hubspot because of this. Basic CRM packages offer this even Microsoft CRM since 2006 it's ridiculous. 

New Member

@RachelCarollo has nailed it on the head. Hubspot, there must be a way in which you can expodite development on a small function such as mass sequence enrollment.

 

You could place the link next to actions when selecting all contacts etc.

 

This would save users such as myself and other teams potentially hours of individual enrollment.

 

Unfortunately, this is what we are currently having to do.

 

It won't be sustainable for us in the long term.

 

New Member

It would be helpful if there were a way to mass enroll contacts in a sequence rather than selecting them individually to add them to the list. 

New Contributor

Agree - this is such an important feature and should be a basic functionality especially as a Pro user. Please add bulk enroll into sequences. Thanks.

New Contributor

Has there been any progress to this yet?

Occasional Contributor

Not that I've heard. My sales team is testing out Mailshake right now as a potential alternative. Let's get this going please, Hubspot!

 

New Contributor

This is one of the main reasons why I upgraded to Pro (assumed it must be a feature)

 

I'm guessing Hubspot don't have this feature in order to push people to buy the marketing package as well. But there's a whole world of difference in cost so it's not feasible for our small team.

 

Does anyone know any hybrid solutions that integrate with Hubspot?

Visitor

This would be extremely helpful for our sales team as well! 

Top Contributor

Totally agree with everything said here. We just came back from a conference with hundreds of leads. The hot ones will be handled manually, but many of the not so hot need to go to a conference follow up sequence. I would like to be able to mark a list of contacts and enroll them all in a bulk in a sequence.

New Member

Sheeeesh – I assumed this would be an obvious within the Hubspot Suite. DEFINITELY need this... 

(it's currently killing my guys time + massively prone to human error. Also – if we could see when the 150 mails were exhausted this would also be rather helpful)

New Contributor

Totally agree! We were really excited about trying out sales pro, but the fact that you can't apply a mass enroll a list of contacts to a sequence is deal breaker for us! Any thoughts on when you might add this? 

Community Manager
Community Manager

Hey @Tayloroster this is not a feature the HubSpot Sales product team will be moving forward with at this time. This is because this feature already exists as part of HubSpot's Marketing Hub. The HubSpot Sales & CRM features are designed specifically for one-to-one email communications between sales teams and their leads/customers. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. 

New Contributor

Yes please!!  How is this not a basic feature already??

Visitor

Yeah, we need to get this done, value wise it is limiting us and time efficiencies that we want t drive with our sales team.

New Contributor

Yes please, this feature is so badly needed! I have multiple sequences I built thinking that I could blast them out to certain people and now I have to start from scratch and begin workflows (which doesn't even allow me to access the email templates I already built = ( )

Regular Contributor

This really needs to happen. Particualalry when adopting an ABM approach it makes for a time comusing task manually enrolling people in to the same message.

 

Also for instance if you are targetting an insurance provider, in our sector the challenge they face is regualaltroy compliance, the core message would be the same and everything that needs to be personalised can be done with tags.

 

Anyone that has commented on this lthread please share it with your teams and lets get it upvoted!