Tips, Tricks & Best Practices

JBarlia
Membro

Editing an active sequnce

resolver

I understand that editing the tasks in an already active sequence won't affect the contacts already enrolled but is there a way to quickly unenroll and reenroll the contacts into a new sequence? (as opposed to typing in all the contacts one by one again)

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Editing an active sequnce

resolver

Hi @JBarlia,

 

If your question is whether contacts can re-enroll where they left, that's currently not possible.

 

Could you rephrase what you're trying to achieve? Do you want to create tasks for contacts already enrolled? This could be done by filtering contacts on the contact index page for Last sequence enrolled + Last sequence enrolled date and creating tasks for all contacts in that filtered view, for example.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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PersiaOleeo
Colaborador(a)

Editing an active sequnce

resolver

It would be super helpful if you could make changes to a sequence and those already enrolled would get the updated sequence rather than having to unenroll and enroll again. 

karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Editing an active sequnce

resolver

Hi @JBarlia,

 

If your question is whether contacts can re-enroll where they left, that's currently not possible.

 

Could you rephrase what you're trying to achieve? Do you want to create tasks for contacts already enrolled? This could be done by filtering contacts on the contact index page for Last sequence enrolled + Last sequence enrolled date and creating tasks for all contacts in that filtered view, for example.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva