Great minds think alike

BrianR · ‎Sep 20, 2018

I think it would be good to be able to pause a sequence. Sometimes you put a prospect on a sequence and things happen... illness, weather (hurricanes) and there is no sense continuing sending them emails and making calls when you know they aren't going to be there. I think it would be good to be able to pause them and schedule them to restart at a later date... Thoughts?

JFirth · ‎Jan 12, 2021

It would be really useful to be able to change the owner of a sequence once the sequence has been made. For example, this would enable me to create a sequence which could then be sent out by other SDRs and the data / analytics are reflected under their name not mine.

veronicatavares · ‎Mar 21, 2017

My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending.

Vsnelgrove · ‎Feb 13, 2020

My company owns 8 event venues within about 40 minutes of each other. Each locaiton has its own Sales Manager who uses HubSpot sequences. We use sequences for when brides inquire about our locations and it is very common we have the same bride ask for information from more then 1 of our venues. What we are having issues with is, that bride can only be enrolled in one sequence (even though she reached out to multiple clubs for info). We would like it so that she can be enrolled in multiple.

amandafann · ‎Aug 18, 2021

When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of the Sequence Email. IDEA: Please enable Sequence Emails to be sent dynamically from the Contact Owner. Who is this for? Sales, Marketing and Customer Success Teams wanting to scale and leverage automation to enroll Contacts in Sequences with workflows. What is their goal? Scalable Sequence Automation from many different potential Senders. Thank you for the consideration! (Edited: Removed the reference to missing email signatures as that's been delivered. Email signatures are now available in the sequence templates when enrolled with workflows. Thanks Hubspot!)

LucasM · ‎Dec 23, 2019

In conjunction with the ability to only send emails during the weeks days, it would also be nice to set blackout days or do not send days for email sequences. The process would be something like the following. Under the settings panel, an admin would be able to set a master calendar of days to not send emails. So the admin would create a calendar called Company holidays and then enter the days that the business is closed for the year. Then is a user created a sequence or workflow they would be given the option to select a do not send on calendar, and then the automation would only send emails on the days the business is open. Ultimately, the admin would be able to create multiple don't send on calendars and the users could select a few of the do not send on calendars.

GDunn · ‎Feb 14, 2022

I frequently put together resources that I want to send out and make sure that our clients receive it. I also use sequences to send emails to our team internally so that I can track opens & engagement within the team. I think it would be helpful to be able to turn off the 'automatic unenrollment' once someone replies, because I'd still like the contact to receive all subsequent communications.

mariejansen · ‎Sep 21, 2020

I would like to ability to bulk enroll all 1,000 contacts in a sequence at once (or at least more than 50).

wearesno · ‎Oct 24, 2017

Hi, I was interested in pushing the idea of sequences to contacts on mobile. Currently it is a big feature that is lacking from mobile and hurting our ability to respond quickly. Cheers

karstenkoehler · ‎Jan 24, 2023

Hello product team, For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly. Why is this currently a bad user experience for users? Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name. Why is this currently a bad user experience for admins? Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names. If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users. Here's what a solution could look like To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking. Here's a quick mockup of what this could look like when creating a new page. The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited. Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title). (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.) I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc. Thanks in advance for reviewing!

Great minds think alike

Pausing a Sequence

Changing sequence owner

Upload new Document while personalizing Sequence or Template send

Allow contact to be enrolled in multiple sequences at once

Send Sequence Emails from the Contact Owner when enrolling with a workflow

Set Blackout days for email sends from workflows or sequences

Disable Automatic Unenrollment in Sequences

Bulk Enroll More Than 50 Contacts in Sequences

Sequence enrollment on mobile

Enforce naming convention for new assets

Recently delivered

Recently in beta