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:
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.
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:
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:
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!
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!
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
The form link should be working now! Thanks for catching so quickly
Hi Sequences Community!
We are now collecting beta sign-ups for this feature. Please fill out this form to be part of this beta.
- We are currently only taking Sales and Services Professional and Enterprise customers for this closed beta.
This work is currently in development.
@OfferZenBrett - we hope to have a closed beta ready for this in the coming weeks. I'll update the post here and create a very short sign-up form (email and HUB ID) to give early access to anyone that would like to be a tester for this feature.
We are priotizing this work in the coming weeks and plan to have some prototypes ready for feedback. If anyone would like to participate in our usability testing, or provide extra thoughts and context to how this problem impacts your process, it would be great to hear from you!
Please message me directly and I will reach out when we are ready to schedule calls!
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