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

98 Replies
Status updated to: In Planning
glencornell
HubSpot Product Team

Hi Community!

 

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

Status updated to: In Planning
glencornell
HubSpot Product Team

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

pilotcity
Member

Same here! Export function please.

MelissaWilson
Participant | Platinum Partner

+1 YES!

clintclardy
Member

+1 to this idea as well. I am completely dumbfounded as to why I can't go to a previous emaili sequence and use the filter feature to only show the contacts that went through the sequence completely but never replied. That is a list that I need to be able to produce ASAP and the data is sitting right there on the screen so it seems like it would take very little work to have it setup so that I could then save that filtered list into a new list to use on another email sequence. This is very frustrating to me and it doen't appear that HubSpot is very concerned about fixing it based on the number of times it's mentioned here and how far back the comments are dated. PLEASE FIX THIS ISSUE.

FlywheelK
Participant

Definitely needed.

graceotaiza
Participant

@glencornell  Hi! Thanks for the updates. I wanted to make sure that we could also trigger the un-enrollment of a contact from a sequence in a workflow too. Not only triggering enrollment. 

MherfelPCN
Contributor

This would be fantastic, especially from a sales end. We would like to do more with the contacts that don't interact. It would be great to have a workflow that allows us to schedule a call for those that don't interact (or do). It would help build a priority versus just scheduling a call in the sequence. 

YiRui_Chua
HubSpot Employee

Hi! 

Commenting for a customer here (:

Would love to hear what's the update on this? Exporting sequence data would be big for our customres moving forward

YiRui_Chua
HubSpot Employee

Hi team,

Commenting for a customer here.

Would love this to be implemented; it's great especially if we can also pull out list of contacts that have interacted with the email similar to how marketing emails are set up  now (: Thanks!

jessealaniz3
Member

I love Hubspot and everything y'all do. 

 

With that said, this capability is monumentally important.

 

But I think, and forgive me if someone's already mentioned it, it needs to have the ability to segment based on response type (reply, no reply, booked meeting, clicked, etc.). 

 

The sentiment of the response would be an incredible bonus; this is something other sales platforms offer. 

CKidd
Participant

upvvoting this. this is a huge need. we need to be able to pull data on specific campaigns and sequences within that campaign. the fact that we can't quickly pull a list for contacts currently in 1 campaign, or even who have ever been in 1 campaign, is really limiting our reporting.

RBurnham
Member

I was told by support that this is an ongoing feature that your team is reviewing. If possible, it would be great to incorporate a way to filter which contacts enrolled opened the sequence email and clicked. The percentages make it hard to conduct a meaningful follow-up as I am not sure who engaged in the first place. Thanks, Hubspot team!

FredrikaG
Member

+1 here. Really want this feature. Would like to create a list of companies + contacts that have been enrolled in a sequence. In that sense, we would be able to measure the performance of the sequences by creating a list and then seeing how it develops. 

YiRui_Chua
HubSpot Employee

Hi team,

 

commenting for a customer here.

Wondering if we have any updates here? Would be great if this feature allow us to target contacts who enrolled within certain sequence but fail to open certain sales email within the sequence.

Thank you!

DamonKhan
Participant

Upvoting this.

glencornell
HubSpot Product Team

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.

ACallcott
Participant

Do you know how long it would take to deliver this? At the moment I'm having to use a roundabout way to say, "If a contact has clicked a link in a sequence, do this" and it would be great if we could cut down on that noise.