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.
HubSpot updates
Status updated to: Delivered
Dec 15, 2021

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

Oct 21, 2021

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!

Status updated to: In Beta
Oct 21, 2021

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). 

Oct 7, 2021

Hi everyone!

 

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

Status updated to: In Planning
Jul 22, 2021

Jul 22, 2021

Here's a concept for how this could look

Sequences.jpg

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.

34 Replies
glencornell
HubSpot Product Team

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!

Akamu77
Participant

Thanks Glen!! This is exciting! Emailing my POC now to get in on the beta!

Shep
Participant

Awesome, thanks @glencornell

DanielCENTURY
Contributor

Thanks for the update @glencornell This is big news! Can't wait to get into the beta and get workflowng!

LKops
Member

would be very useful!

DanielCENTURY
Contributor

My hubspot account manager has just let me know he can't get me into the beta as it's an Enterprise only feature...shame we "only" have 3 Professional hubs and numerous add ons.  My disappointment is immeasurable and my plans are ruined.

DanielCENTURY
Contributor

To the hubspotters who mentioned earlier in the thread the pro/enterprise wall;

 

How did you find out this is an enterprise tool? Nowhere in this thread does @glencornell say it will be locked behind enterprise, and the name of this very thread is "Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional)". 

AMelton9
Participant

Great start, but, as is, it's kind of useless for our needs.

 

First, it appears that we can't change the enrollment workflow in order to add a delay. So basically if a client visits the page we specify, they'll instantly get the first email in the sequence. This is weird and the client will smell automation. 

 

Second, the fact that I can't specify multiple pages for the page visit trigger is a bit inefficient. I have 16 pages that, if visited, I'd like to have the client enrolled in a sequence. As is, this means that I have to create 16 discrete workflows to make this work.  

Shep
Participant

+1 for the ability to add a delay on the sequence trigger. Ideally we'd be able to trigger enrolment via a workflow rather than via the seqence. Sounds like this is the same kind of flexability that @AMelton9 is looking for too.

 

@DanielCENTURY We're on Marketing & Sales Hub Pro and we have access to the Beta so I'm guessing your account manager should be able to give you access. Especially as the title of this thread is "Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional)"...

DanielCENTURY
Contributor

@Shep Thanks for that! It turns out there was just a misunderstanding and I should be getting access later today 🙂 I'm also told that the Pro beta version that we're all discussing only features this tool within the Sequences tool itself - whereas Enterprise users will get standard workflow functionality. 

AMelton9
Participant

@glencornell Any thoughts on my feedback from last month ^^?

 

Thanks!

btuttle279
Contributor

This is so close to being helpful. To me, its going to be most helpful when we can have the sequence come from the contact owner. Adding an "Automation" tab is only saving a click from goign to the workflow task (which gives you a lot more functionality).  Is there a particular reason there isnt a default for a person being added to a sequence using a field value, like "contact owner" or something like that? We have 30 reps, so I'm having to make 30 different flows. 

Status updated to: Delivered
glencornell
HubSpot Product Team

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

Akamu77
Participant
Thanks Glen and team!!