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Solved
can_engin on December 15, 2022
Hi there, I'm creating an automated email sequence. I want to use a personalized token as both "Full Name" and "Email" in the email. In the automated email window, when I click on the personalized token, it does not give me any option to read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
December 15, 2022 03:33
Hi @can_engin , Ah, you're referring to the contact owner properties. You can find these under Sender in sequences: Best reg...read more
Solved
BJackson1 on December 13, 2022
If I want my first email to be a new conversation, then the second one to be a reply. Then, my third one to be a new conversation with a new subject and then the fourth one to be a reply to the second email and so on. Is this possible?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 13, 2022 22:00
Hi @BJackson1 , Are you referring to sequences? If so, then I'm not aware of any settings that would let you customize how exactly emails are ...read more
Solved
RGardner on April 28, 2022
Hello -- I'm looking for sequence management best practices. We have dabbled with automating sequences and are looking to provide a framework and direction for our AE's to send sequences based on different criteria. Does anyone have a solid framewo read more
1 upvote
3 Replies
Accepted Solution
Thought Leader | Elite Partner
April 29, 2022 12:22
Hi @RGardner . First, I love the perspective from @karstenkoehler . I can't add to what he said. I do want to throw some of my perspective y...read more
Solved
ZHerman on April 13, 2022
Good Morning! I am loving the sequence functionality and am looking to take it a step further. I am trying to create a list of contacts based on their activity taken in the sequence. My sequence consists of 3 emails, and if the contacts have cli read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 13, 2022 06:41
Hi @ZHerman , The two properties you want to use for your list are: Recent sales email clicked date (Sales Hub Professional and Enterpri...read more
Solved
AEdge on April 11, 2022
Hello, I need help building a workflow that is based on a static list. The list contains prospects that will be sent 3 clustered sequences with 3-4 actions in each. The problem I am having is that the first sequence fires through the activities fin read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 11, 2022 11:59
Hi @AEdge , You could adjust the delay in the workflow to match the length of your sequence. That would be the easiest fix. However, I w...read more
Solved
CRoberts92 on January 13, 2022
Hey Folks, Sorry if this is obvious, but is there a way to track the deals created from enrollments with a sequence created? I know there's a 'scheduled meeting', but that doesn't account for the outbound call and deal created? Side note an read more
0 upvote
2 Replies
Accepted Solution
Participant
January 13, 2022 10:40
Amazing! Thanks so much for the quick response and help Karsten, it's much appreciated!
Solved
ChrisChiha on December 30, 2021
Hello, Si i want to use sequences to create tasks to my internal team with respect to certain deal criteria. So far i am using a workflow to enroll contacts in my sequence, but when i need to enroll in the sequence, i need to specify enroled as read more
0 upvote
1 Reply
Accepted Solution
Community Manager
December 30, 2021 05:02
Hi @ChrisChiha , Thank you for reaching out! If I'm understanding properly, you would like to know if it would be possible to enroll a ...read more
BKnudsen08 on December 08, 2021
Hi there, Is it currently possible to include a button or CTA in a sales email template included in a sequence? Trying to link out to a URL in a contact property but do not wish to include the full URL text in the email. Thanks! Brad read more
0 upvote
12 Replies
Hall of Famer | Partner
December 09, 2021 10:29
Hi @BKnudsen08 , Yes, the template could be either used in sequence or a one-off sales email and yes, single-line text. Best regards!
Suzie-Mamava on December 02, 2021
In working with the DoD, tracked emails are now rejected 70%+ of the time. This means manual emailing from Gmail/Outlook, logging the email, but turning tracking off. Sequences can't be used because it tracks. Is there or will there be a way to read more
1 upvote
2 Replies
Contributor
December 02, 2021 07:57
Hi @karstenkoehler , That's what I currently do for all emails. However, it doesn't work on sequences. They still track. They actually call it...read more
Solved
danmoyle on November 24, 2021
Here's the scenario: A sales person meets with the committee of prospects at a company. Because it's multiple people, the sales person wants to follow up with them all in one email; include the notes and ideas from the meeting (discovery, demo, et read more
1 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
November 24, 2021 06:51
Hi @danmoyle , Great question! I'd love to see a feature added in which you can have multiple recipients and/or CC people on sequences. Not po...read more
Solved
ssknair on November 22, 2021
Hi, We are facing some difficulties with the enrollment status under sequences. The status is not changing to 'Contact replied to email' even after a contact replying to the sequence. The reply is captured under emails on HubSpot but not upd read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
November 23, 2021 07:11
Hi @ssknair , That is likely the issue: If you sent just one email, the sequence does technically end immediately after that without having re...read more
Solved
KEberle on November 08, 2021
Hello, I was preparing an email to send to a prospect this morning. I sent the email at 9:35 AM MST and received a notification that my prospect viewed the document at 8:55 AM MST. This... doesn't make sense. I think that HS is capturing my read more
0 upvote
1 Reply
Accepted Solution
Community Manager
November 09, 2021 03:29
Hi @KEberle Thank you for reaching out You can block self open notifications/IPs by following these steps (outlook desktop add in + ...read more
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