Moving Contacts from finished sequence to campaign

[LeslieVoi]

Hello,

I am currently trying to see if there is a way to move contacts that finish a sequence (sales hub) to a Marketing Campaign (marketing hub).  I haven't been able to figure it out and I don't see any training on this.  Help is greatly appreciated.

Leslie

[LeslieVoi]

Hi @karstenkoehler  

so after I filter than can I select all and place in a campaign?

[karstenkoehler]

@LeslieVoi what do you mean by campaign? You can send them automated marketing emails, yes

[LeslieVoi]

Yes our marketing team is using the marketing hub campaigns, how do I move those after I filtered into a campaign via the marketing Hub, is there a "how to?" somewhere in the resources I didn't see (missed?)

[karstenkoehler]

@LeslieVoi I'd recommend you align with your marketing team on this.

In HubSpot, unlike Salesforce for example, there is no such thing as enrollment into a campaign. You (or your marketing team) would set up a workflow that sends automated emails. The enrolment moment criteria of such a workflow would then include your sequence completion as a trigger.

[LeslieVoi]

Great, my marketing team isn't aware of how to do this either, so I would then need to set up a trigger, do you have a resource page for this I can reference?

[karstenkoehler · Accepted solution]

@LeslieVoi sure:

• General information on workflow setup: https://knowledge.hubspot.com/workflows/create-workflows
• Enrollment documentation: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers
• Automated emails: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

Please have your team review this entire thread and let me know if and where exactly they're getting stuck.

Best regards!

[karstenkoehler]

Hi @LeslieVoi,

There aren't any settings directly in the sequences tool that I'm aware of but you can set up a contact based workflow that enrolls contacts after they complete a sequence. https://knowledge.hubspot.com/workflows/create-workflows

One option would be enrollment based on "When filter criteria is met", then filtering for these contact properties:

• Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. 
• Last sequence enrolled date: the date the contact was enrolled into a sequence. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed. 
• Last sequence ended date: the date that the contact was last unenrolled from a sequence.

Alternatively, when you choose enrollment based on "When an event occurs", you'll also find sequence filter options. I would recommend the latter.

Best regards!