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Require task completion before progressing a Sequence

Scott from the product team here. 

 

In Sequences today, task completion is NOT required before progressing onto the next step in a sequence.  For a sequence with multiple email steps, call tasks, and social touchpoints, this means that if a task step is not completed, future emails and tasks will still get sent or created. 

 

We've heard from our users that there should be an option to require that a task be completed before sending the next email in a sequence, or before creating another net new task. 

 

To solve this, we're evaluating support for this feature in Sequences:

 

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If you're interested in talking with us more, or getting early access, upvote this post and we'll let you know as soon as it's available. 

HubSpot updates
48 Comentários
Blaine12
Neues Mitglied

Good Morning!

 

I set a lot of our clients up in email sequences but I often need to see if they have read my email etc before the next email goes out and I have tasks set up but after speaking with one of your client specialists the task doesn't stop the next email.  Would you ever consider adding this feature?

 

Thank you for your time!

victorialockard
Mitwirkender

I would like to have a sequence not proceed to the next task until the current task is completed. This way, if I don't get to a task for a few days, it won't move forward to sending an auto-email I am not ready to send (because I haven't called yet for example)

ediponc
Mitwirkender

This would be very useful

mwoods
Mitwirkender

 

I would like the ability to set a sequence up so that the next step won't start unless the task before it is marked as complete.  For example, I have a phone call scheduled as a task and an email to go out afterwards.  If I don't get to that phone call on the date I had planned, I would like for the email to wait to be sent until after I mark that phone call as complete.

 

It doesn't seem like this is a feature yet, but I might be wrong.  If there's a way to accomplish this, let me know!

Community-Manager
Community-Manager

Hi @mwoods

 

Sequences do not execute based on "if/then" branches of whether something is complete or not. For more information on what sequences can do, and how they will execute, click here

 

Thank you,

Jenny

mwoods
Mitwirkender

Hi @jennysowyrda - 

 

Is there another feature within HubSpot that will allow for a similar functionality?

 

Thank you!

Community-Manager
Community-Manager

Hi @mwoods,

 

The workflows tool is similar to what you are looking for. It is a feature available with sales starter and sales pro.

 

Let me know if you have any questions about workflows. 

caesarpitz
Mitwirkender

From what I understand, the Hubspot Sequences were built with the idea that they simply progress without any requirement of 'completion' that could stop progress of a sequence.  I'm sure there may be a number of companies out there that like this feature, so I'm not saying get rid of it.  BUT - 

 

If calls are part of a Sequence (tasks, in the Hubspot model), and my sequence is dependant on that call or voicemail before moving to the next email, right now, I can't begin a sequence because it skips the need for the task to be completed before shooting out the next email.  Many times, that doesn't make sense, because my follow up emails make reference to calls that may have been skipped.

 

It should be REALLY easy to add a check box that either says that the step is mandatory (and thus, can't move past that step without doing it), or that it is not mandatory and can be skipped, do not hold up the sequence.

 

Right now, I can't build sequences for my sales team to use because I'm afraid they'll miss a call and it will just keep blasting away emails without any sort of task completion!!

GreggVK
Neues Mitglied

In Sequences, I would like to see more control on when a follow up email goes out by requiring a task to be marked complete.  Right now, if I create a Sequence with Email #1, followed by Task #1 to call the contact after xx days, and then Email #2 as a thank you to that call in x day, there's nothing that will prevent Email #2 from going out if Task #1 is not completed. 

 

I would like to see Email #2 going out if and only if Task #1 is marked complete.

justinhaywood
Mitwirkender

I had a sequence that looked like this:

 

Email 1

If no response after 1 day, call and leave a voicemail.

Email 2: if no response after 2 days

 

It was my understanding that the second email would not send until after I had completed the call task. However, I found out that's not the case.

 

I wasn't able to call all of the contacts in my sequence, yet the second email still sent whether or not I logged a call.

 

It seems to me that the second email should not send unless the follow up task is completed. At minimum, the follow up task should have a mandatory/optional switch. If you set the follow up as a mandatory step, the second email won't send until the follow up task has been performed. If you set it to optional, the sequence will continue running regardless of whether the task is completed (like it does now).

 

I appreciate any attention to this.

 

Justin