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BKing231
Member

Can you enroll the contacts into a sequence directly into a second sequence?

SOLVE

I have contacts in a finished sequence. I want to enroll all of them into a new sequence. Is there an easy way to do this from the sequence page, or do I have to individually enroll each contact? Thanks in advance! 

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DianaGomez
Solution
Community Manager
Community Manager

Can you enroll the contacts into a sequence directly into a second sequence?

SOLVE

Hi @BKing231

 

Thanks for reaching out to the Community and Happy day!

 

Unfortunately it is not possible to set up a direct enrollment into a Sequence from another Sequence (the action is not available to add to the end of a Sequence in the sequence page). With the current tools, the quickest way to enroll a contact into a Sequence following the completion of a different Sequence would be to have the final action as a task action, which would then alert the user to enroll the contact in the next Sequence.

 

Saying that, it would be possible to automate this process via a Workflow where a contact would finish one Sequence and then be automatically enrolled in the next Sequence, however, you will see from this HubSpot Knowledge Base article here that this requires a Sales or Services Hub Enterprise subscription.

 

Best,

Diana


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2 Replies 2
DianaGomez
Solution
Community Manager
Community Manager

Can you enroll the contacts into a sequence directly into a second sequence?

SOLVE

Hi @BKing231

 

Thanks for reaching out to the Community and Happy day!

 

Unfortunately it is not possible to set up a direct enrollment into a Sequence from another Sequence (the action is not available to add to the end of a Sequence in the sequence page). With the current tools, the quickest way to enroll a contact into a Sequence following the completion of a different Sequence would be to have the final action as a task action, which would then alert the user to enroll the contact in the next Sequence.

 

Saying that, it would be possible to automate this process via a Workflow where a contact would finish one Sequence and then be automatically enrolled in the next Sequence, however, you will see from this HubSpot Knowledge Base article here that this requires a Sales or Services Hub Enterprise subscription.

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
BKing231
Member

Can you enroll the contacts into a sequence directly into a second sequence?

SOLVE

Thanks for your reply, Diana! This was helpful. 

0 Upvotes