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.
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:
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!
we need to add some
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 propertiesThe sequence properties - before we clean this up and add a few more
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
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