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filter contacts by sequence enrollment

HubSpot updates
21 Comentários
KiwiJen83 Regular Contributor | Gold Partner | Certified Trainer
Regular Contributor | Gold Partner | Certified Trainer

After asking a similar question to HubSpot support, I was directed here. Specifically, I want to go beyond the available "currently in" option for sequences and workflows to see historical data…anyone who has ever been enrolled in a sequence or workflow, with additional options to sort by things like "date range first enrolled."

boldigital
Berater

I completely agree! I would love to be able to create contact lists of everyone who's been enrolled (both in the past and currently) in a specific sequence. It will help me best keep track of who's been sent a sequence, and further filter it by open, clicks, and replies. 

ChrisCulosDito
Berater

Members of the sales team using Email Sequences should have the ability to search for contacts in a given email sequence via filter from the contacts view.

Currently, if users want to follow up with members of a given sequence, they have to do so one by one and create individual tasks for themselves.  Giving them the ability to add a "Sequence Name" filter from the contacts view will allow them to add them into the call, task or email queue as necessary in bulk.

davidoudiette
Sachkundiger

Agreed. More generally, there should be more filtering options on SALES data in the contact page. Filtering based on marketing behaviour is fairly satisfactory, but very little can be done on sales data. 

Kmoloo
Sachkundiger

I agree with all of the prior contributors.  We should be able to filter sequence enrollments as granularly as we can filter by marketing emails sent (name, date, etc.)

noelleyb
Mitwirkender

Agreed. Without this it is impossible to know who has been through which sequence. 

Imagine the sheer volume of people who have been re-entered into the same sequence twice because of this oversight?

It's one of the biggest oversights I have seen in a CRM design.

CM2
Mitwirkender

I know you are working on improving sequence reporting. 

 

In the meantime, it would be great just to be able to pull the Sequence Status to the Contact list view and the Contact view.

 

I think this would help ALL users using Sequence today. Especially all the users reaching out to you requesting improvements on reporting.  I know this takes time.

 

Thank you!

CNeuenschwander
Mitwirkender

Today, there's only one property for sequences: Now in a Sequence. But for using the sequences as optimal as possible, there's a need for more properties like:

 

- has passed through the sequence with no reaction - Yes / No

- has answered in the [x] step of the sequence

 

And there would also be great, if a static list can be created with contacts, which have passed the sequence but with no reaction (sleeping prospects). So you can contact them later and they will not be forgotten.

Kmoloo
Sachkundiger

@CNeuenschwander - I would love to see both of those as properties. In addition, why not have a property to document the name of the sequence a contact was enrolled in.  It would help from accidentally enrolling them again in the same sequence being able to later report on which contacts have gone through a particular sequence.

MarionFrelon
Berater

I completely agree with all prior posts. We need more sales filter and properties. This would help a lot for reporting and sales workflows as well (I have desperately been trying to set up a workflow that would update lifecycle stage and lead status for contacts that have already been enrolled in at least one sequence but could not find any trigger that would do it.