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joneskristie
Member

Sequences and Calendar Drop

SOLVE

I put in a calendar drop (sending a calendar invite blindly to see if the contact accepts). It appears that this is causing them to be unenrolled from the sequence even though they might not have accepted the invitation. 

 

Any way around having them be unenrolled if they don't accept? kkj

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1 Accepted solution
Krystina
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Sequences and Calendar Drop

SOLVE

Hey @joneskristie 

 

Try making an active list with the following parameters:

>> Contact Property: Now In Sequence = False

and

>> Contact Property: Now In Sequence has ever been = True

and 

>> This is where you'll decide on what qualifies them as someone in limbo:

- last activity date

- unsubscribe/opt-out

- meetings property

- lifecycle stage = Opp/SQL

- stalled deal stage if you have one

 

This should give you a running list of folks that have finished or unenrolled from a sequence with the qualifier you added. As folks start to engage or move out of the stalled limbo state they will fall off of the list leaving only those that are still in limbo.

 

Hope that helps!

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »

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1 Reply 1
Krystina
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Sequences and Calendar Drop

SOLVE

Hey @joneskristie 

 

Try making an active list with the following parameters:

>> Contact Property: Now In Sequence = False

and

>> Contact Property: Now In Sequence has ever been = True

and 

>> This is where you'll decide on what qualifies them as someone in limbo:

- last activity date

- unsubscribe/opt-out

- meetings property

- lifecycle stage = Opp/SQL

- stalled deal stage if you have one

 

This should give you a running list of folks that have finished or unenrolled from a sequence with the qualifier you added. As folks start to engage or move out of the stalled limbo state they will fall off of the list leaving only those that are still in limbo.

 

Hope that helps!

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »
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