HubSpot Ideas

TMF1090

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

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
In Planning
October 20, 2021 11:26 AM

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

July 19, 2021 12:44 PM

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.

Re: Create a contact list from a sequence or sequences. - changed to: In Planning
October 27, 2020 07:29 AM

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

116 Replies
gmalfroy
HubSpot Employee

I also think from a managament standpoint it would be beneficial to be able to measure the effectiveness of sequence enrollments. Say I run a team of 5 sales reps who are all enrolling 100 leads a week. How do I measure how successful these enrollments have been? The ability to generate lists of contact has completed Sales Rep 1 sequence would enable me to analyze how many of these leads have then resulted in deals being created for instance. The ability to segment in lists by sequence completion would benefit ROI reporting. 

ChrisS12
Member

@sjudson @sofiapensado - To add to this again, having the ability to filter contacts in completed sequences and being able to leverage the effectiveness of the sequence will give you much more reporting power on status of sequences/lead follow-up. The ability to see which contacts had deals created, calls connected, and moving on to the next steps in the sales process will allow us to accurately see what's working and what isn't.  What needs to be changed or unchanged.

This would be super beneficial when building out sequences and reporting out results of said sequences w/o having to manually do this offline.

ferojas87
Member

I must make a workflow trigguer for the nurturing thats include the time when the sequence it´s over, for avoid the sequences and nurturing come at the same time.

Yazz
Top Contributor

Our company uses Sequences for numerous occasions but we would now like to track the contacts that complete the sequence.

 

The Sequence Status field is available under Sequences but not to use under Workflows.

 

If we could have this field as an Enrollment Trigger, it would be great for both Sales & Marketing Teams.

 

Marketing will be able to update Lead Status if a contact completed a sequence and then even enroll them into other Sequences if we see fit or just move them into a different bucket.

 

This functionality is a must if you would like to keep up with your lost or un-engaged contacts.

Kmoloo
Top Contributor | Platinum Partner

I would love to have this. Specifically, a contact property that let's me know which sequence they completed (multiple checkboxes). Right now, there's no way to filter contact to make sure that we don't enroll contacts into the same sequence twice.  Also, if we have sequences that are prerequisites to other sequences, there's no way to keep that workflow organized.

 

HubSpot, please get on this!

Sbstn
Member

@hubspotteam any update regarding this idea?

defrancech
Member

This would be great, so I can do a more in-depth analysis of who responds and who doesn't

Nicfern
Participant

Hey there, We'd love the ability to export sequence data e.g. who it was sent to, contact properties, clicks, opens, bounces etc. As we use multiple marketing tools and coordinate many campaigns outside of HubSpot, we often have to 'wash' contact lists against one another to ensure no cross over.  Additionally, prioritizing calls by clicks, replies and opens (by filtering sequence data) would be huge in facilitating our sales team.

Likewise, knowing which contacts have historically been enrolled in certain sequences is a huge plus (rather than a simple "true/false" which provides little insights).

Thanks! 

 

benjaminpignol
Member

I like this idea. I would like to select all the contacts in a specific sequence.

mradelic
Participant

We really need a possibility to unroll a contact from the sequence with a workflow.


Our sales agents are enrolling contacts into workflows after sending a quotation. Many times contacts are calling back or they came personally to our office - then the deal is closed or lost (agent manually change deal status to Closed Won / Closed Lost). 

 

And Hubspot continues to email these contacts because they are still in the sequence - it frustrates them of course.

 

It would not be a problem if I could be able to unenroll a contact from the sequence with a workflow when given condition (deal stage changed) is met.

noamkahn
HubSpot Employee

agreed!

Benjamin_Anton
Member

We also need this badly.

MetricMission
Member

Has this not been solved? 'Member of Campaign' is a pretty common concept in multi touch marketing, when your considering attribution especially. Or suppression lists ... or .. I mean so many things.

KatAddison
Participant

This would be so useful! I want to automate activity if a contact has made it through a sequence and not responded

trifectanetwork
Participant

Upvoting this as we really need this ability

JP2112
Member

Absolutely. It is a must have to be able to make a list of contacts that have been involved in a specific sequence so you may creat subsequent sequences. I probably will not be able to stay with hubspot without this feature as the contacts are becoming too difficult to manage.

 

I really hope to see this. Thanks.

 

Jeff

mcone
Member

Having this feature would be extremely helpful! 

 

We have sequences for people in every market. Being able to create a list of everyone in a specific regional sequence would let us send invites for region-specific events much more easily. 

 

Additionally, being able to create a list of people in a sequence would also be extremely useful for creating suppression lists. If you have multiple marketing email workflows going, being able to suppress the list of people in certain sequences would help us ensure we aren't overloading those contacts with similar messaging.

 

I hope this feature gets implemented soon.

olmo
Member

At the end of a sequence, instead of creating a task for each contact, add them to a static list.

 

if you have  sequence with a high amount of contacts, managing the huge amount of generated tasks is tedious. It would be best to dump the contacts in a list instead of creating a task for each contact. 

emilyhill
Member

We would also benefit from this. I would like to be able to enrol everyone who completed a sequence in a workflow, and being able to have an active list with "completed X sequence" would be helpful. Thanks!

emilyhill
Member

In the same boat as all previous contributors! Everything - yes.