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?
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
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