filter contacts by sequence enrollment

HubSpot updates
changed to: Being Reviewed
Apr 16, 2020

changed to: Being Reviewed
Apr 16, 2020

Hi Community! 

 

We have been reviewing this request, and soon hope to have plans in place. I will leave another update here once we have plans in place to filter contacts by current or historical enrollment.

 

Best,

Glen

33 Replies
Occasional Contributor

I would like to be able to create a list based on people that finished a sequence with no reply

Occasional Contributor

I'm in marketing operations and I would love to be able to filter out contacts from some automated marketing communication based on which sequence a contact is currently enrolled in—to avoid over-emailing.

Occasional Contributor

We want to update our sequences (the templates), but many have a lot of actively enrolled contacts.
1) IIt's hard to believe there isn't a way to export a list of all who were/are in a particular sequence, including if they went through it all, if they manually unenrolled, or if they're still active in it. We have that information in HubSpot and it has nothing to do with GDPR regulations, so why can't we export it to leverage it in different ways for our sales team? This idea has been out here since 2017 with no updates?
2) Also why isn't there the ability to pause a sequence?

New Contributor

I would consider this table stakes - given the value of using sequences, being able to easily manage them and the customers that are enrolled is a must.

Occasional Contributor

Why isn't this a thing yet? We need a contact property or some sort of sequence association (like how you have it with workflows) so that we can see which sequence a contact is enrolled in. Right now, it's like finding a needle in a haystack having to open each sequence and scroll through and hope my eyes don't miss the name I'm looking for in the list.

HubSpot Product Team
HubSpot Product Team
updated to: Being Reviewed

Hi Community! 

 

We have been reviewing this request, and soon hope to have plans in place. I will leave another update here once we have plans in place to filter contacts by current or historical enrollment.

 

Best,

Glen

HubSpot Product Team
HubSpot Product Team
updated to: Being Reviewed
 
Occasional Contributor

Yes, yes, amen.

New Contributor

Agreed with all of the above, but I'd also like to be able to create a new deal associated with a contact based on their sequence enrollment. At the very least, if I can create a list based on sequence enrollment, then I can create deals based on that list, however it'd be great not to have to go through the list step and, instead, create a deal automatically when someone is enrolled in a specific sequence.

Occasional Contributor

It would be very helpful for analysis of the funnel and all touchpoints of a contact user journey to be able to filter if they were ever part of a specific sequence. 

New Contributor

Yes completely agree that increased filtering functionality of squences would be majorly beneficial. Hubspot when do expect this update to be deployed.

Top Contributor

+1

New Contributor

Yes!

 

I'm looking for a way to create a Workflow based on Sequence Status. E.g. when a contact has status "Sequence ended, no response" I'd like to create a Task for the company/contact owner 4 months later.

 

The reason for this would be to check in again with the company/contact. Perhaps timing is better now? Perhaps a new Manager has started working etc..

 

Best,

 

Bunse