Enroll contacts in a sequence hubspot. The sequence contains three emails and runs over 10 business days. We use cookies to make HubSpot's community a better place. If you want to send another email to existing contacts, you would either have to send them this one email manually or create a new sequence with just one email and enroll existing contacts in this new one-email sequence. Currently I have a workflow set up to change the value of the properties for all the contacts on the list, but I have to manually change the values in the workflow in order to do so. (In a contact-based list, you can filter for deal properties. 2) Go to contacts and then contacts again. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. You can also use contact based workflow to automatically unenroll contacts. . But the minute I drag another email into the sequence, the subject line on the second email is changed automatically to match the subject line of the first email. One of my users just ran into the same problem. Solved: I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. Hi , Thank you for your product feedback. But, this takes the customization option out of it for the sales team. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). On the contact's timeline, hover over the sequence activity, then click the Actions dropdown menu and select Edit sequence. Select the checkboxes next to the contacts that you want to unenroll from. My solution so far: 1. When a contact is unenrolled from a sequence due to an action that they took (i. Benefits of. Click on Create Email to build a mail that encourages users to register for your latest event. This feature is currently live and is available to all Sales and Service Hub Pro+ customers. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. Click the Contact enrollment trigger box. Thank you!. In most cases, out-of-office replies will not cause unenrollment. Navigation Menu HomeEnroll contacts in a sequence without an email address. Click the Manage tab on the top left. We are running a campaign that pushes contacts to a landing page where they can fill out a form if they are interested in the offer. Enroll contacts in HubSpot sequences directly from Office 365. This sets contact owner and creates a task to call the contact for a screening chat. . Manually unenroll multiple contacts from the sequence summary page. [Ops] Not Geo Target MQL (inclusive). Click the name of an existing workflow or create a new contact-based workflow. The starting condition for any workflow could be to manually or automatically enroll contacts. Instead whenever a contact engages with one of your workflows emails, their reply gets redirected to the inbox set as the “reply to” email address. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. To learn more, and to see a full list of cookies we use, check out ourTo help you better understand the benefits of using HubSpot Sequences, we’ve listed them here: 1. Contact-based active list: based on company property "Do not contact" is equal to "True" The active list would pull in all contacts associated with a company that has a "True" value for the "Do not contact" property. You can also use contact based workflow to automatically unenroll contacts. Regardless of how you use Sequences, one crucial detail to keep in mind is that you can only enroll a contact in one Sequence at a time. ----------- This is now in. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. heavily personalized touch-points. He replies. This is set automatically by HubSpot based on the latest date of the activities in the record. I am using outlook 2016/360. HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. In the enrollment trigger box, click the Set up triggers. We are a team of HubSpot experts. This is very time consuming, if you have a company that has 100+ contacts enrolled and. It's common for us to have multiple deals/projects for the same contact. 4. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. I am in agreement with you that the way it's being done now is correct. If that's not an option, keep in mind that re-enrolling contacts into a sequence will not automatically have them skip steps they already completed. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. Make sure that prospects don't slip. HubSpot’s pricing varies depending on the type and number of contacts you have. In the left panel, under Advanced options, click From a webhook. We help sales reps to automate HubSpot sequences, so they can spend more time closing deals. In your HubSpot account, navigate to Automation > Workflows. To enroll from the sequence tool: 1. Powered by. This is an issue because the status can't always be determined from other information populated on the contact properties. Click the sequence name. Mistake #1: Incorrectly Using Goals. (If a contact has booked a meeting with you, unenrolled from the sequence and then deleted the calendar entry, you would still see the meeting confirmation email on the contact record, but not the meeting itself. Jun 26, 2017 5:12 PM. . Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. (In a contact-based list, you can filter for deal properties. You can only enroll contacts from the contact's record or select up to 50Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this listThere is a free chrome extension called " HubSpot Sequence JavaScript must be installed and enabled to use these boards. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. The sequence automatically terminates. It would be faster to enroll the customer into two sequences at the same time (one for their work email, one for the personal) for full coverage. Choose the type of workflow and set up the trigger for it. ) The. Source: HubSpot. . You can also have your. In the left sidebar, under the Communication subscriptions section, click View subscriptions. Automate your prospecting, sales, or marketing communications using HubSpot sequences. @somu You can bulk enroll a list to a sequence following these steps. Hey enrolling and unenrolling in sequences is actually a workflow action you can use. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Automatically unenroll contacts when they book a meeting or email you back. Click the name of your sequence. Thank you, KristenYou can enroll contacts in your sequence manually or automatically. 1. Can we fix. HubSpot automatically personalizes the email for you. . Navigate to the Goals tab, than click Set goal. I definitely agree with you on keeping everything under one contact for cleaner reporting. (once I have finished my third email). Hope this helps. In the dialogue box, hover over the. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. You queue up a bunch of emails, personalize them all at once, and send them off. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This will be an Active list that updates automatically with new Contacts as the date field is filled out. Remember: a contact can only be in one sequence at a time. Enrolling a list to a sequence. HubSpot, please roll out an improvement as per the OP's request. With Hubspot Sequences you create a series of sales activities and then enroll contacts into the sequences which executes the sales activities. 4. There is a workaround that might make your life easier. We are a team of HubSpot experts. Then immediately enroll these new leads and start nurturing them right from the mobile app with the new. ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. Before you get started To create and execute sequences, the HubSpot user account must meet the following requirements: You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. Click > to expand a particular. Let's get started… HubSpot Subscription Access. Creating a list of bounced contacts. We use cookies to make HubSpot's community a better place. For example. Understanding HubSpot Sequences On the sequence summary page, you can view which contacts are currently enrolled in your sequence. Click the start dropdown menu at the top of the enrol sequence. Use bulk enroll for specific use-cases, not for prospecting. To learn more, and to see a full list of cookies we use, check out ourHi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of the sequence again. For example I may want to enroll everyone at. Explain anything clearly and easily – and skip the meeting. After creating your workflow, it will appear in the Created in workflows tab in the workflows. HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. ) The custom code action could delay further actions if a defined contact. New contacts who visit your site or click on an ad can automatically enroll in an email sequence, sending timely and customized emails based on their prior engagement. . Another great automation tool is workflows, which can automatically enroll your contacts in a series of actions. You can also unenroll them automatically once they reply to your email or book a meeting. Waiting until you've finalized the sequence is going to make your life a lot easier here. Click the settings icon settings in your HubSpot account; Go to General. Using sequences for this process would be ideal as we can preset all the custom fields on enrolling contact. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. To learn more, and to see a full list of cookies we use, check out ourHi @JVion , the way I would handle this is to create a property using the rich text property type, then you can update this property for all 10 using the bulk edit before enrolling in the sequence. . Feels like a bit on the nose that the ability to automate adding to a sequence is restricted to Enterprise sales hub – seems like a pretty core function of automation that was initially missing, not an enterprise feature to me. Go to Workflows. Starting point is a Contacts page. Unenroll Contact from Sequence. Depending on the level of personalization you want, you may choose to build fully automated email sequences, task-based. Enrolling contacts in Call Only sequence. The email templates have been created with different subject lines, and when I only place one of these emails in a sequence, the subject line stays put. To learn more, and to see a full list of cookies we use, check out ourBuild an effective HubSpot email sequence by keeping the five elements mentioned above: steps, media, duration, spacing, and content. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. Once a month (or week) you'd manually delete the contacts from the list. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. The “New template” button is on the top. We use cookies to make HubSpot's community a better place. Here are two ways to manually enroll contacts into a sequence on HubSpot. Proper organization of your contact database enrolling contacts in hubspot sequences automatically is a key point of the successful business as it helps to build trustful relations between customers, partners and the company. But sequences aren’t just a set-it-and-forget-it. English English Español Português FrançaisThe contacts have finished and left the sequence. See the screenshot of a contact-based workflow below: This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. The contact sends an email to you, not as part of the sequence, from the email address that was enrolled. See how to do it here. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. Trying to Enroll a Contact into Multiple Sequences at Once. HubSpot Sequences tracks the. Unenroll all 49 contacts from the sequence. And also you can enroll the contacts from the same account you have created the sequence in. This enrollment failed because Gmail failed to send the first step. Let me know if you have any follow-up questions!. SarahMayo1. In the left sidebar menu, click Bounced. English English Español Português Français The contacts have finished and left the sequence. This Knowledge Base article walks through how to enroll contacts in sequences. You might think that nurturing leads is mainly down to marketing people in a company. Click the name of an existing workflow or create a new contact-based workflow. This will be email id that will used in sending the emails sequences. In the workflow that you want to trigger a sequence, click the + icon. 1. Automate your follow-up, and put time back in your schedule. Your browser appears to have JavaScript disabled or does not support JavaScript. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. . It's good that you have maintained a sheet so same sheet you can use as a trigger in workflow and after trigger you can add action of if then branch and here are actually you can validate the contact whatever you want and. Available for those on the Sales Hub Professional or Enterprise users or Service Hub Professional or Enterprise users , sequences help send automated emails to a list of contacts over time. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. 2. . workflows HubSpot processes is key to understanding how to use HubSpot automation effectively. The sequence automatically terminates. In your HubSpot account, navigate to Automation > Sequences. There are a couple of ways to do this: On the contact record - if you're on the contact record in HubSpot, you can hover over the Sequence event on the contact's timeline and click Edit Sequence. I want to schedule my emails to go out at a specific time (mornings) and day. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. It would be great if the updates apply automatically t. In the case that your contact does meet your workflow criteria, but is still not enrolling, it’s possible that “enroll existing contacts” was not selected when the workflow was turned on. Enroll contacts in a sequence hubspot. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. In the left panel, under Advanced options, click From a webhook. The contact property HubSpot Score is greater than or equal to ###. In your HubSpot account, click your account name in the top right corner, then click Account & Billing. You can use manual enrol or create a list as trigger criteria, and the action would be to enrol in the 'x' sequence as an 'x' user (see workflow screenshot below). HubSpot gives you a list of recommendations for. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. English English Español Português FrançaisThank you Karsten for such a super fast response! I had a feeling this would be the answer. The sequence limitation is what's holding me back. Click the sequence name. I think it would be great to continue running a sequence even after a client replies. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. Rather, a specific Owner with a Paid Seat must be selected. HubSpot is unable to view what caused this error, you can try re. To learn more, and to see a full list of cookies we use, check out ourEnrolling contacts in Call Only sequence. We offer HubSpot support, email ma. Hey @GMD sequences are designed as an email outreach tool specificially, task creation in sequences is just a byproduct of making emails more efficient. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. Enrolling contacts in hubspot sequences automatically (and not paying for enterprise) by vuvuzela-reptile in hubspot. How the "Enrolling Existing Contacts" Option Works. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. Let me know if you ha. The above answer is related to HubSpot sales. Eliminate manual entry as every lead’s contact info, email. Click the name of your sequence. I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contacts experiencing similar sequences over time. 6. You can then use this property for reporting or list building. They count towards your pricing plan. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. When you go into this particular bucket, it will show. When the deal gets moved into that particular deal stage, a task is created automatically - notifying the sales rep that they should enroll the associated contact of that deal in the. Yes this will work as long as the email sent from the form is a marketing email. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. Automating follow-ups. ----------- This is now in. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. Seems pretty. I have the professional verison of both the marketing and sales hub but the "enroll in a We use cookies to make HubSpot's community a better place. Recently, i used the sequences to suggest a visit during a trade show. Creating ads audiences with. Use sequences properties and activity as Contact filters in List and Workflows. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. We use cookies to make HubSpot's community a better place. When contacts reply to the email or book a meeting, they are automatically unenrolled from the sequence. It works perfectly. 1. This can involve sending emails, completing. I think there’s a strong case to provide. Enterprise. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Once there, you can see all of the templates you have created and create new templates. If you want to bulk enroll contacts associated to your deals into a sequence, you would have to create a list of those contacts first under Menu > Contacts > Lists. In the top left, click the Manage tab. We use cookies to make HubSpot's community a better place. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. you could then enroll the contacts based on the visit of a specific page and. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. If I am understanding it correctly, the sequence should now pick up from my. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. To see the contacts who bounced on an email, and the corresponding bounce reasons: In your HubSpot account, navigate to Marketing > Email. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. For example, when a contact. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. I would encourage you to upvote this related idea in the Ideas Forum and add your feedback there so our product team can take it into account for possible product development in the future. At the top of the sequence summary page, use the filters to view enrollment data from a specific time range or for a specific. While I see the benefit of being able to do that. Advanced Playbook RecommendationsWe use cookies to make HubSpot's community a better place. A help article with email best practices opens in a new window. In your HubSpot account, navigate to Automation > Workflows. Benefits of. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. In there, you’ll see the Templates option. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. It is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. In this case, it would be great if we could set "clicked. The sequence won't be able to register emails that bounced before. (This requires Operations Hub Professional. . Enroll Contacts in Multiple Sequences. For example, as you are setting up your sequence, you can also create workflows from the Automation tab to automatically enroll your contacts in the sequence. For these contacts we still want to enroll them in a "call only" sequence. Step 5: Set Timing and Actions: In the sequence, outline the timing and actions for each step. We have 3 unique products, with 1 unique product specialists for each different product. 6. Best regards!We use cookies to make HubSpot's community a better place. If not, the best that you can do is to create an active list that would capture these people and enroll that list in a workflow that assigns the task to the contact owner to enroll t. you need to make tell HubSpot which contacts exactly should be. For instance, the status of contacts in a sequence isn't stored on a contact property. Because these are supposed to be 1-to-1 emails, there is not an automatic way to enroll someone in a sequence via workflow or other. Just head to the Sequences tab in HubSpot, find the Sequences where the contact was unenrolled, and upon hover there is an "Actions" button from which you can re-enroll contacts. In the sequences. Before anyone suggests the "Document Tool" this was explored. In the left sidebar menu, click Sent. Like many things, it can be achieved with custom code actions in workflows which require development. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. However an email is required to enroll a contact in a sequence. While HubSpot Sequences focus primarily on email automation, HubSpot Workflows take automation to the next level. The default "Send Time" is "Send Now". In your HubSpot account, navigate to Contacts > Contacts. add all 49 contacts to the sequence (first email will be sent out today) 2. 4. We use cookies to make HubSpot's community a better place. In the right panel, click the Re-enrollment tab. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. sales manager vs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Sequences tracks the performance of your. @Alex32. Edit an active sequence in the sequence editor: changes to the order of the steps, delays, or templates and tasks will only apply to contacts who are enrolled in the sequence after saving your changes. We use cookies to make HubSpot's community a better place. Hey @ttremblay, That’s really what the marketing product is intended to do. HubSpot Workflow vs. 4. 3. Once a month (or week) you'd manually delete the contacts from the list. Click the "More" tab and select "Enroll in sequence," then choose the sequence you would like to use. Click Enroll contacts at the top right of the sequence page. To learn more, and to see a full list of cookies we use, check out ourThere is a free chrome extension called " HubSpot Sequence Automator " which lets you do this currently. Select a contact to enrol and click the email icon in the left panel. In your HubSpot account, navigate to Automation > Workflows. Hello , I would suggest you to use worklfow to enroll contacts in sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ReportsStep 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. It would be great for teams that prefer to work out of Salesforce (because they've been using Salesforce for years) if they could enroll contacts & leads in a HubSpot sequence from the Visualforce component. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. In the pop-up box, select Sequences. When the deal gets moved into that particular deal stage, a task is created automatically - notifying the sales rep that they should enroll the associated contact of that deal in the. Sales Sequence contacts will be automatically unenrolled from a Sequence if they reply to an email or book a meeting. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. Simply click the sequence name. Please, Please, PLEASE, update Hubspot to be able to mass remove companies/groups of contacts from a sequence. The contact property HubSpot Score is greater than or equal to ###. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Check your inbox connection within HubSpot and your email client. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). . The starting condition for any workflow could be to manually or automatically enroll contacts. If you want to automatically create deals for these contacts, you'd have to encourage them to interact in another way, for example clicking on a link. Already enrolled contacts will need to be unenrolled then re-enrolled to go through the updated sequence steps. Cookies help to provide a more personalized experience and relevant. ) The tool relies on your input; you need to make tell HubSpot which contacts exactly should be enrolled. Could you expand a bit on your use case for enrolling a contact your have already established a relationship with in a sequence?If they don't reply they should be moved to yet another deal stage. HubSpot gives you a list of recommendations for improving your email. " For instance, we run a lot of webinars and use Sequences to promote them to our contacts. Hi Thank you for this information. Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. Enroll Contacts in Multiple Sequences. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. Learn more about using workflows. I also underst. From the contacts module, up to 100 can be included. It will remove the "Upcoming" entry from the contact record, the entry about the sent confirmation email will stay. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: E ach contact can only be enrolled in one sequence at a time, see here. In your HubSpot account, navigate to Automation > Workflows. Click + Create a webhook event. Within the automated sequence tool, 500 per week. You can use workflows to enroll contacts in a sequence based on targeted criteria. If the option is turned on, the HubSpot will enroll any contact that. Step 4: Create a List (Based on Contacts) and Update Your Dashboards. Enroll contacts into a sequence right in Outlook window. Sequences. We use cookies to make HubSpot's community a better place. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. At the top of the sequence summary page, use the filters to view enrollment data from a specific time range or for a specific user. Hi @ttremblay , You cannot enroll a contact programmatically into a Sales sequence as that’s intended to be a manual process. My suggestion would be to leverage a workflow to enroll the contact into the next sequence (note, you do need Sales Enterprise to unlock the capability to enroll into a sequence from a workflow. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. Automatically creating the contact: Provide some choice about whether to create a Contact, for example, we don't want Contacts created. because it is about Outlook not Gmail. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. Instead of manually enrolling a lead in a sequence at a particular lead stage, the lead is automatically enrolled with the next lead stage as a trigger. Right now after a client replies, they are automatically unenrolled from the assigned . My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: Each contact can only be. Reply. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. When I send a quote to a customer I start a sequence of reminder emails that are automatically sent to the customer. Choose the type of workflow and set up the trigger for it. finn. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created with such filters. Source: HubSpot To enroll from a contact record In your HubSpot account, navigate to Contacts > Contacts. In this HubSpot tutorial, we will walk you through how-to Analyze sequence enrollment and performance data in HubSpot. Send a test email in sequences. A few hundred would be sufficient for us. Let me know if you have any questions! You can help others find this information by accepting this as a solution. Schedule the email to send on a different day. Click on Create Sequence. 2. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. Marketing Operations. A key factor that differentiates workflows from sequences is that while workflows are programmed to automatically enroll contacts that meet a set of predefined criteria, sequences are designed ideally for 1:1s and as a result, you’ll have to manually enroll contacts into sequences one at a time.