Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional)

[glencornell]

The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria.

Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement.

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This is now in public beta! View the flow here: https://share.getcloudapp.com/z8u1n51n

Details on existing functionality:

• You'll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
  • EX: you'll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
• The intial 'triggers' are 'Form submission' and 'Page view'
  • We have chosen these triggers first because each are 'reactive' scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
  • We still strongly discourage any scenarios of 'proactive bulk automation' at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
• The actions are 'Enroll in sequence' and 'Unenroll from sequence'
• We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.

[glencornell]

Hi Everyone, 

The beta functionality described in the 'In beta' update is now 'Live to all' customers with access to Sequences.

We've been reviewing feedback and plan to follow-up with additional functionality in the new year! Thanks again for all of your responses/comments/feedback as we've worked on this functionality!

Best,

Glen

[glencornell]

Hi all! I just wanted to leave a non-product update comment here to apologize for my lack of communication on this post and my general lack of engagement to a number of messages and notifications in the Ideas Forum and on personal social media accounts.  As someone that comes from sales, and then customer success, I'm personally incredibly passionate about these updates and strive to keep everyone up-to-date! I enjoy the chance to interact with folks as much as I can, but unfortunately it's been quite a challenge for me!

I've made a few personal attempts to be more vigilent in keeping Ideas updates on the Ideas Forum, but I've found that the balance has been difficult on top of my other responsibilities. What works best for me (larger, but less frequent updates) does not work best for everybody else, especially those that are eager to hear what we're working on! I've been getting support from colleagues in keeping things as up to date as possible across the apps in my product group, and will continue to get their help!

Although I've learned I can't promise to personally engage on all the Ideas, I do promise that I will continue frequenting all of your great ideas, reading through the comments, taking note, and giving as most thorough and accurate updates that I can when the timing is right!

[glencornell]

Hi everyone! I'm happy to let you all know that our first version of these new Sequences automation settings are now in beta, and can be accessed through request to your POC at HubSpot, or through a support rep. Just let them know that you'd like access to the "Embedded Workflows within Sequences Automation" feature and they'll be able to submit a request through our internal 'Success app'.

View the flow here: https://share.getcloudapp.com/z8u1n51n

Details on existing functionality:

• You'll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
  • EX: you'll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
• The intial 'triggers' are 'Form submission' and 'Page view'
  • We have chosen these triggers first because each are 'reactive' scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
  • We still strongly discourage any scenarios of 'proactive bulk automation' at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
• The actions are 'Enroll in sequence' and 'Unenroll from sequence'
• We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.

Next steps and longer-term plans:

• We are viewing this 'Automation' section as the beginning of a new approach to setting and adjusting the behavior of Sequences. You may notice that default behavior such as 'Email reply -> Unenroll contact from sequence' is also present in this new area of settings, but not yet 'editable'. We hope to build on this functionality, and more closely leverage workflow automation, to get to a point where this, and many other settings are at your control.
• We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. This will allow Sequence properties to be used in List building, Report building, and Workflows. You can follow that progress here.
• Our immediate next steps in the category of Sequence automation settings will be related to more granular unenrollment criteria, and how that relates to reporting in Sequences. We plan to expand on the current Sequence unenrollment outcomes, and provide more control for how those are set. For example, when using the 'Unenroll from sequence' action, many folks would benefit from knowing why the sequence unenrolled (IE: Connected call). 

[glencornell]

Hi everyone!

We will take this into beta on October 15th after the INBOUND event next week!

[glencornell]

Here's a concept for how this could look

 

View the flow here: https://share.getcloudapp.com/z8u1n51n

Details on existing functionality:

• You'll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
  • EX: you'll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
• The intial 'triggers' are 'Form submission' and 'Page view'
  • We have chosen these triggers first because each are 'reactive' scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
  • We still strongly discourage any scenarios of 'proactive bulk automation' at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
• The actions are 'Enroll in sequence' and 'Unenroll from sequence'
• We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.

[glencornell]

Here's a concept for how this could look

 

View the flow here: https://share.getcloudapp.com/z8u1n51n

Details on existing functionality:

• You'll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
  • EX: you'll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
• The intial 'triggers' are 'Form submission' and 'Page view'
  • We have chosen these triggers first because each are 'reactive' scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
  • We still strongly discourage any scenarios of 'proactive bulk automation' at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
• The actions are 'Enroll in sequence' and 'Unenroll from sequence'
• We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.

[Ismail]

@glencornell This is a great idea, can't wait to see it added to workflows 🙌

[CHendrickson]

Fantastic!! Looking forward to utilizing this tool, the value for us would be immediate.

[CUrsu1]

Any ETA on timing? Would have been great to have it consistent with what was delivered for Enterprise. 

[RChramer]

Amazing please launch this yesterday!

[UPJK]

Hi why the delay is providing this for the professional tier clients.  It feels we are being treated as second class citizens. 

[ACallcott]

This looks great, do you have any updates on ETA?

[ksatx]

Also curious on ETA. Pumped for this!

[CUrsu1]

Any update on this feature? have clients asking about it every week. 

[COliver]

I am also disappointed that this will only be available for Enterprise level subscription. We have the Pro subscription and would really benefit from this.

[UPJK]

Its bad that all these people have asked for an update and no response has been posted 

@glencornell.. An update would be good. 

[DanielCENTURY]

Would love to see this in place, my sales manager has been asking me for this for years.

[AMelton9]

Sounds like everyone here is asking the same thing -- why the delay in rolling this out to Pro customers? The technology can't be that different between the two-level of accounts, can it?

[UPJK]

Bad communication from Hubspot @glencornell I Tagged you 4 weeks ago and have not had a response.  

[glencornell]

Hi everyone!

We will take this into beta on October 15th after the INBOUND event next week!

[DanielCENTURY]

Fantastic news @glencornell ! Are any of the sessions in INBOUND going to cover this?

[Shep]

Hi @glencornell glad to hear this is being implemented. How do we acess the beta?

[DanielCENTURY]

I've also been keeping my eye out for this to be turned on @glencornell, any updates?

[glencornell]

Hi everyone! I'm happy to let you all know that our first version of these new Sequences automation settings are now in beta, and can be accessed through request to your POC at HubSpot, or through a support rep. Just let them know that you'd like access to the "Embedded Workflows within Sequences Automation" feature and they'll be able to submit a request through our internal 'Success app'.

View the flow here: https://share.getcloudapp.com/z8u1n51n

Details on existing functionality:

• You'll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
  • EX: you'll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
• The intial 'triggers' are 'Form submission' and 'Page view'
  • We have chosen these triggers first because each are 'reactive' scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
  • We still strongly discourage any scenarios of 'proactive bulk automation' at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
• The actions are 'Enroll in sequence' and 'Unenroll from sequence'
• We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.

Next steps and longer-term plans:

• We are viewing this 'Automation' section as the beginning of a new approach to setting and adjusting the behavior of Sequences. You may notice that default behavior such as 'Email reply -> Unenroll contact from sequence' is also present in this new area of settings, but not yet 'editable'. We hope to build on this functionality, and more closely leverage workflow automation, to get to a point where this, and many other settings are at your control.
• We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. This will allow Sequence properties to be used in List building, Report building, and Workflows. You can follow that progress here.
• Our immediate next steps in the category of Sequence automation settings will be related to more granular unenrollment criteria, and how that relates to reporting in Sequences. We plan to expand on the current Sequence unenrollment outcomes, and provide more control for how those are set. For example, when using the 'Unenroll from sequence' action, many folks would benefit from knowing why the sequence unenrolled (IE: Connected call).