Tips, Tricks & Best Practices

KHassen30
Participant

Sequence Management, is there a calendar view?

SOLVE

I am a member of an in-house marketing team, and our sales team is beginning to use the sequencing tools in HubSpot. We want to ensure we are not over-messaging our contacts and would like to know if we can view all sequences in our account in a calendar/campaign view. Additionally, can the sequences be associated with a specific campaign?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sequence Management, is there a calendar view?

SOLVE

Hi @KHassen30,

 

As far as I know there isn't, no. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". Overall, I'd also recommend aligning with sales on which lifecycle stages marketing owns and which ones sales. This alone should avoid a lot of potential overlapping messaging.

 

Regarding campaign association, this is currently not possible. As one to one emails or tasks don't associate with campaigns, sequences don't either.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sequence Management, is there a calendar view?

SOLVE

Hi @KHassen30,

 

As far as I know there isn't, no. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". Overall, I'd also recommend aligning with sales on which lifecycle stages marketing owns and which ones sales. This alone should avoid a lot of potential overlapping messaging.

 

Regarding campaign association, this is currently not possible. As one to one emails or tasks don't associate with campaigns, sequences don't either.

 

Hope this helps!

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.