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:

 

builder.jpg

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. 

57 Commentaires
Nouveau contributeur

Hey Glen, super excited to sign-up for the beta of this feature! One problem is the link isn't working for me. Anyone having same issue?

Nouveau contributeur

Link to sign up for the Beta isn't working

Équipe de développement de HubSpot
Équipe de développement de HubSpot

The form link should be working now! Thanks for catching so quickly Smiley MDR

Nouveau contributeur

I would like to signup for the beta testing but do not see a link to do so. Please help. 

Équipe de développement de HubSpot
Équipe de développement de HubSpot

I believe the comment with the link is now on a previous (4) page in the thread comments. Here's the link: https://docs.google.com/forms/d/e/1FAIpQLSe5prpMcY_8LrHzhx3wET1BKKm9QyBQs8r28K0rHiHopkLCDA/viewform

Nouveau contributeur

Did anyone receive the beta to test yet? I signed up but haven't heard anything just yet.

Équipe de développement de HubSpot
Équipe de développement de HubSpot

I'll be sending out an email confirmation in the next day to all those that signed up for the beta! We hope to have this in beta within the next 2 weeks!

Nouveau contributeur

@glencornell I had gotten my sales director to sign up for the beta. She's since departed from our company and I'm unsure where that notification will go to get our company signed up for the beta. Please advise - I want to jump on this asap when it's released.

Nouveau contributeur

Any idea of how quickly access is granted?

Équipe de développement de HubSpot
Équipe de développement de HubSpot

Hi all! Sorry just now catching up after some time out. Everyone who has signed up will be receiving access to the beta today.

 

We are going to start opening up this beta in February. Signups will be more accessible to folks by speaking directly to their POC at HubSpot, and we'll begin providing the feature in a more systematic way. We have decided to make some tweaks to the design, and behavior. Soon, all tasks for sequences users in Sales Professional and Enterprise will have the ability to pause a sequence until the task is completed. This will be the default behavior for tasks. Checking the box (seen below) will be a way to determine specific tasks that are not required for completion. All of your current sequences will have this box checked as soon as we launch the feature, as we don't want to change the behavior of sequences you've already built! 

 

builder.jpg

 

 

 

Contributeur occasionnel | Partenaire solutions Platinum
Contributeur occasionnel | Partenaire solutions Platinum

Hey Glen, 

I just filled the beta form. I would love to see your beta invitation and in case you want any feedback, me and my team are available for a call. 

Thanks
Artash

Équipe de développement de HubSpot
Équipe de développement de HubSpot

This feature is soon moving to a public beta. We plan to have it completely rolled out to all Sales Professional and Sales Enterprise customers by March 3rd. 

 

Going forward, folks can request access directly from their customer succes rep at HubSpot! Once this is out, all tasks will require task copletion before progressing a sequence. You will still have an option to forgo completion as a requirement on each and every task step, but we have decided to change the default behavior once this goes live.

 

Here's an updated view for how this will look in sequences:

 

builder.jpg

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : In Beta
 
Nouveau contributeur

I dream about having this feature…

Contributeur occasionnel

Is it just me or do mid-sequence tasks seem pretty useless without this feature? For this reason I plead with you to add it to the Sales Starter package. We have a 2 person team but would really love to have this feature. Sequences is the whole reason we signed up for Hubspot!

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : Delivered

Hi Community! 

 

We've released a number of updates to sequences on March 3rd, including a new default that requires task completion before a sequence will progress. This is available now for all Sales Professional, Sales Enterprise, Service Professional, and Service Enterprise seats.

 

You can read more about the changes in the link to the release below:

[Now Live] Advanced Sequences

 

Best,

Glen

Contributeur occasionnel

Would be so helpful if this SAME THING could be done within workflows!!!!!!!!!!