![]() ![]() In this blog post, we will explore how to enroll a list of contacts in a Sequence in HubSpot. It enables you to keep your leads warm and engaged, while saving you time and effort. preloader',cardWrapper).Sequence in HubSpot is a powerful tool that allows you to automate a series of personalized follow-up emails. ![]() $('.profileCard',cardWrapper).eq(0).empty().html(ajaxReturn) Var rightArrowClass = rightSide?'rightArrow':'' If($('.ViewProfilePage').length & $('img.lia-user-avatar-profile',thisEl).length)).fadeIn() Var cardWrapper = $('.hover-card-container') The images in these videos are concepts, and the final designs and functionality are subject to change! Here is a video showing some of the concepts that we are currently planning and developing. These settings will allow for automated enrollment of sequences, unenrollment of sequences, and soon more trigger actions and logic based on actions in Sequences. Still in development is an entirely new automation experience within Sequences that will allow for Workflow actions to be created within the settings of a Sequence. This feature will also be available at the Sales and Service Enterprise tier. If the contact is not enrolled in a Sequence, nothing will happen, the step will be skipped. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in.The selected user/sender must have a paid Enterprise Sales or Service Hub seat. ![]() `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria.An 'Enroll in sequence' action and an `Unenroll from sequence` action. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. We are developing automated enrollment and unenrollment of Sequences in 2 different places: automation settings added within Sequences, and Sequences actions added to Workflows. The Professional featurs (described below) are still in development, and I will update here once those features are also in beta. We will begin accepting Enterprise customers into the beta next week. Hi folks! I'm happy to let you all know that we've made a number of developments and we're now moving this idea to 'In beta'. This video is only showing designs, these are not yet features in beta: Here is a video showcasing for this functionality may look like.There are still several kinks and use-cases we need to work out in the designs before we have full confidence in all the details for how this will ultimately function, but we are feeling gooing about the general direction!.We've finished development to include a new "Automation" tab to Sequences.We have made good progress from our research and internal alignment, and have broken ground on initial development.The triggers here are more limited, but we feel cover a vast majority of the use-cases that we are excited to support!.This functionality will allow for automation via Workflows directly within the settings of any Sequence.Sales/ Service Professional feature: Embedded automation within Sequences settings We will work to make this more clear in the product, but while this feature does provide full flexibility in Workflows, we strongly discourage the use of this feature to enroll lists on contacts, or to create trigger criteria that would result in high volumes of proactive outreach This will include any types of Workflows that will trigger more than 100 contacts to be enrolled in a sequence from the same criteria. We are implementing internal monitoring to be made aware of concerning usage that as potential for abuse.We are making some slights tweaks to the working and the UI, including a link to a Knowledge Base aticle that explains details on types of trigger criteria to avoid.We now have over 180 active beta participants using the feature!.Sales/Service Enterprise feature: Enroll in sequence and unenroll from sequence workflow actions: I'd like to share some updates on the current beta for Enterprise customers and the upcoming features for Professional customers! A the bottom I've included a view of the designs we are currently planning and working towards for the Professional tier automation in Sequences. ![]()
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