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

HubSpot updates
Status updated to: Being Reviewed
Apr 16, 2020

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

Status updated to: Idea Submitted
Sep 20, 2017

Status updated to: Needs Detail
Jul 31, 2017

@sofiapensado I agree this would be useful information to have. Could you explain how you might use a list of contacts like this? 

What actions would you expect to take with a list of contacts who completed a sequence?

101 Replies
sofiapensado
Member

At the moment it is not currently possible to create a list of contacts who have completed sequences. It would be very useful to have this option.

 

Thanks!

arielaf
Member

Would greatly appreciate the ability to export the list of contacts that have completed sequences.

BrittanyBalog
Participant | Diamond Partner

Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list

 

For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action" things like that.

krisrussell
Member

This would be tremendously helpful.  I currenlty have just under a thousand folks that have finished a sequence, but we want to move to drip campaigns.  The ability to do that in bulk would be exceptional.

Status updated to: Needs Detail
sjudson
HubSpot Product Team

@sofiapensado I agree this would be useful information to have. Could you explain how you might use a list of contacts like this? 

What actions would you expect to take with a list of contacts who completed a sequence?

jasonsongtrust
Participant

Even just the ability to know whether someone is or isnt in a sequence would help in workflows. 

BethClarkinBCC
Member

Would greatly like the feature of being able to export multiple lists at one time. Super inconvenient to have to export each one individually.

Status updated to: Idea Submitted
roisinkirby
HubSpot Product Team
 
ericjhinson
Member

Yes, we need this. Bad.

Bfeldkamp
Member

I agree that this would be a great tool! 

 

I'd like to be able to filter contacts who have completed a sequence, but it's more important to be able to select contacts that have completed specific sequences, rather than completed any sequence.

 

I would use this tool to bulk edit the lead status. If they have completed a sequence in which I beleive no reply indicates they are uninterested, I could update the lead status to "unqualified" or some other custom property that is applicable to my business. 

 

 

chris13
Member

I'd like to automatically update deal status after a sequence has run.

 

We use sequences to reach out to potential customers, so after 5 sequence emails we'd like to update the deal to 'Close Lost'.

Eumari
Contributor

Hello, 

An Idea to save time here:

In Order to avoid having to change manually the lead status contact by contact after a senquence is completed,it will be great to be able to create a workflow that allow us to automatically change the lead status of leads whose sequence has come to an end.

Eleven11
Top Contributor

There is a property called "Currently In Sequence" that is either true/false/blank that you can use in Workflow enrollment, goals, or logic.

BrittanyBalog
Participant | Diamond Partner

@Eleven11 thank you so much for the feedback! I'll try this out and see if it works for what we're trying to accomplish.

AndyBauer
Participant

Worklows should have to ability to use sequence completions or starts as trigger for following actions.

 

Example: A workflow that changes a contact property field should a sequence be completed.

mfield
Participant

I agree. I don't even need to be able to automate this via a workflow, I'd like to just be able to do it to all contacts in a sequence in bulk. There is a "Currently in a sequence property" but you can't narrow that down to a specific sequence. This makes it very difficult to keep track of where people are at in the sales process for my team!

Sankar
Member

After sequence is over, I would like to export the contacts from the sequence shown filters.

smith270
Participant

If a contact is enrolled in a sequence, once it ends, I would like to have a trigger that will automatically switch the contacts preperties so I know who has already been enrolled and I don't have hundereds of tasks a day popping up.

ChrisS12
Member

@Bfeldkamp - agreed with your summary.  I would also like to filter to those speicifc contacts and check results of how other types of engagement went (i.e. phone calls, meetings, etc).  That way, when I report out on how a specific sequence went, I can also have details surrounding call info and meeting rates (for example, I connected with 50 people, left 25 voicemails, and 25 no answers).

etrimble
Participant

I would love this! I'd like to be able to bulk change people in a sequence -- once they've completed it, I'd love to be able to add an automation that changes the lead status.