Great minds think alike

hayesnelson · ‎Jun 27, 2017

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'

DavidMFT · ‎Nov 10, 2017

Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. We get many many enquiries, the conversion rate is very low. The first email is a response to their enquiry. I have setup a sequence, the 1st is the email with all the details, the 2nd in the sequence is a follow up a week later, the 3rd is another follow up & the 4th is a final one saying I've sent u a few emails with no reply, so thank you & a link to our website. I want to CC another colleague in the sequence who will manage the enrolment if it happens. I am now forced to forward the email to them so they can make contact with with the prospective customer as I cannot CC them in the sequence. Often there is no reply, I send a follow up & often there is no reply. I have found myself getting bogged down with setting up numerous contacts with no result, so..... Hope this helps?

r2davis3 · ‎Sep 14, 2017

After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).

TMF1090 · ‎Mar 5, 2019

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

glencornell · ‎Apr 11, 2019

There's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequence but it does not allow users to take action from the report, or understand the full picture of who is interacting with templates within the sequence. Users need the ability to click the % and see a list of the contacts that have opened or clicked the specific sequence.

samglenn · ‎Sep 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

JaclynSchmitz · ‎Jan 28, 2020

It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.

ddomroski · ‎Apr 12, 2019

It would be great to be able to test a sequence immediately (see the emails and task notifications) instead of having to wait for it process through the timing.

lucasschiltz · ‎Aug 8, 2019

When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. There needs to be a filter in "Contacts" that includes the status of a sequence (Enrolled, no response yet, Errors etc.). Extremely necessary when dealing with hundreds of contacts.

aadame · ‎Nov 21, 2017

filters/sequences Is there a way I can look up contacts that I own that are on a particular sequence? or can I filter sequences to show only contacts that i own? I would like to know where my contact are in a particular sequence or be able to sort my contacts by what sequence they are on.

Great minds think alike

Use workflow to trigger a sequence

CC in Sequences

Start a sequence on behalf of another HS user

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

Drill-downs for Sequences Open/Click Reporting

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Ability to A/B Test with Sequences

Sequence Testing

Export contacts from sequence who did not respond

filter contacts by sequence enrollment

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