Use sequences properties and activity as Contact filters in Lists and Workflows

[TMF1090]

We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence.  This allows us to run different types of field, email and product/services campaigns  based upon the location of the contacts and the date of the sequence.   

Realizing that I can take a list of contact and place them into a sequence. I am surprised that I can not take a sequence or sequences and create a list of contacts.   This woudl be a very helpful tool. 

Thank you

Thanks

[TMF1090]

Hi Community! 

If there was an 'In progress' option here, then I'd use it for this post! We have been in progress now for several weeks to get sequences data available in other places across HubSpot.

Currently, we are getting the 'raw' data into Lists when building Contact-based lists. I've included some screenshots for what this looks like in our testing environment.

Some of the remaining steps:

1. we need to clean up the labels on this data so it makes more sense, that includes removing some data that's just not useful!
2. we need to add some 
3. we then need to backfill this data from our testing environment to our "live in-production" vesion of HubSpot 

Once this has been done, I'll update the status here to "In beta" and you'll be able to request access! Some of our team has been taking a much-deserved break, so we will be able to begin these next steps in November when they are back! 

If you're following the "long tail" of work here, then you'll know there are a few more apps that we want to support, like Contact-based Workflows and Reports. After we are on Lists, we'll begin the process of getting these filters in those places as well! That means this Ideas Forum issue might be 'In beta' for some time, despite some elements of this work being out live to all.

A list built using sequence propertiesThe sequence properties - before we clean this up and add a few more

[TMF1090]

Hi Community,

I've just merged this idea with a related idea titled "Workflows should have to ability to use sequence completions or starts as trigger for following actions" and updated the title of this idea to account for the change.

Merging these ideas increases the overall traction for a concept by combining the total "kudos" received for similar issues. The technical solution to solve for each of these problems is very similar, so this will help us keep all updates in one place as we make progress towards a solution.

[TMF1090]

Hi Community!

I've merged this idea with a similar Idea to create a contact list/show sequences enrolled for a contact. All upvotes and comments from both should now be visible in this Idea post.

And an update! We are now planning work to allow sequences properties to be used as triggers and filters in workflows, lists, and reports. More details on the related work and progress can be found in the update for the Idea: Drill-downs for Sequences Open/Click Reporting

Best,

Glen

Best,

Glen

[markjnorman]

Yep, this would be great to have!

[mbolt]

Yes please implement this functionality to have the ability to change statuses automatically as contacts enter and complete specific sequences to reduce the mundain manual updating of contact properties to keep things organized.  The "Now in Sequence" property doesn't work as needed.

[jcrespo]

In order to create reports meaningful to my company, a CSV export of recipient data at any time during the sequence is needed. Thanks.

[Benjamin_Anton]

We finally found a workaround!

This is only for deal level: 

We trigger a deal based workflow by using "at least one associated contact has now in sequence equal to true" - then you can set the delay with the amount of days how long your sequence usually lasts. Afterwards you use the same, this time with false: "at least one associated contact has now in sequence equal to false".

Then we set a pre-defined property which is doing the rest (e.g. you have another small workflows which moves the deal then to another pipeline/triggers a task or whatever you want.)

[akhil_]

+1 to this idea.

Reason here is that we made changes to a sequence after it was already sent out (and had finished) for a number of contacts. We'd like the contacts who finished the sequence to now receive the extra email we had added on, but this doesn't appear to be possible directly from the sequence page. 

It would be fine if we could simply go into all of those contact profiles and send the final email that we had added, but it would be much easier to have this functionality available in a task view for example which we could create based on a filter of all the contacts for whom the sequence had ended.

[DanielaFonseca]

Any update?

[DanielaFonseca]

Any update?

[nick-gat]

I just spent the last hour or two banging my head against the wall with sequence reporting. The best possible way to do this is to create a field in Hubspot for the contact and then make our sales team update it with the specific sequence. Then we can do our own reporting. 

[nick-gat]

FYI for anyone who is interested. I created a webscraper that scraped the Hubspot contact URL's on each tab of the sequence reporting page, and exported them into a CSV. From there I split the contact ID off the end of the URL and then uploaded them into a static list. Viola! Annoying and clunky but it worked...

[TonyDege]

Really agree with this. For example, I've enrolled over 200 contacts over the last couple weeks and I now have around 100 tasks to change lead status. There's no effective way for me to bulk change the lead status of these contacts. It seems like a ridiculous waste of my time to go through and one by one change these contacts lead status. Would really like to see a feature implemented to achieve this more effectively. 

I would imagine something like "Contact is enrolled in sequence:" and then the ability to select from a list of sequences to filter the contacts enrolled in a particular sequence, as opposed to just the true or false currently available.

[akhil_]

Ideally, it would be good to be able to filter on where exactly a contact is in a sequence as well (one step further down from which sequence they are in).

[defranco]

Hi we have a workaround that may work for some of you. 

We use a "stamp" text in email body to identify a specific template in sequence. For example I put at the end of the template a unique referecence text like: Ref: seq-xyz  and paint it and use a small text size so the recipient will not notice it. The stamp becames something like this:

Ref: seq-xyz 

..at the last email line (if you prefer you can use a white text so it will became completely invisible)

To use it on a workflow you just need to have a condition that a engagement (activity) email sent contains in email body the stamp string (Ref: seq-xyz)

So the contact will be added to workflow everytime the email in sequence is sent with the stamp that matches the one you have used.

If you use this always take in count that  in some cases your customer will clearly see the stamp ref text you've used for him (for example in cases that it uses a email client that converts html email to simple text).

[emilyQualsys]

Would be really good if this were possible! 

[HarvestROI]

@sjudson  Is there a way to create a "new" list of people who DID NOT respond to a sales sequence after the sequence has ended? The use case would be taking changing Lifecycle Stage from "SQL" to "MQL" and automatically enrolling that list into a Marketing nurture campaign (keeping those Contacts in perpetual motion - like a Flywheel!).  

[ramatoG2]

Being able to export contacts in a Sequence -- whether they have responded/unresponded or enrolled/unenrolled -- is a must-have feature. This would allow us to segment, splice, and/or share the data in many ways.

[glencornell]

Hi Community! 

We are currently reviewing this idea, and I will post again here once we have some plans in place!

A related idea with some technical similarities is the ability to filter contacts by sequence enrollment.

Both of these ideas are part of a body of work that we are reviewing for sequences.

Best,
Glen

[defranco]

Thank you Glen!!

[glencornell]

Hi Community! 

We are currently reviewing this idea, and I will post again here once we have some plans in place!

A related idea with some technical similarities is the ability to filter contacts by sequence enrollment.

Both of these ideas are part of a larger body of work that we are reviewing for sequences.

Best,
Glen

[PaulBruce3]

Any idea on a timeline for this?  Looks like it's been an issue since 2017 - long time.  

[AaRe3]

I personally would love to see history tracking on Sequences. Preferably controlled by a workflow. If a contact is enrolled in a sequence, update the "Sequence campaign" property (Multi checkbox) with a token of the sequence name. 

I have a rep who took step 1 from a sequence and created 2 new sequences with the same 1st touch email from the last. He filtered the list and used the "Now in sequence" filter, but all of those contacts had just finished the sequence so they got re-enrolled with the same first touch email.