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. In there, you’ll see the Templates option. The sequence contains three emails and runs over 10 business days. I think the last issue is that Im struggling to get the re-enrollment criteria right. In this video, we explain how to use sequences in HubSpot. We use cookies to make HubSpot's community a better place. Click tracking not working through Hubspot. Click Connect personal email. HubSpot Updates. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. The contact will then continue through the sequence until they complete each step or. HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. In your HubSpot account, navigate to Automation > Sequences. 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 can also take action on associated records, such as updating an enrolled contact’s associated company. Let's get started… HubSpot Subscription Access. 1. Let me know if you have any questions! You can help others find this information by accepting this as a solution. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Explain anything clearly and easily – and skip the meeting. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. When you turn your workflow on, HubSpot will prompt you to determine. 6. Rather, a specific Owner with a Paid Seat must be selected. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. Seems pretty. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. vuvuzela-reptile 1 point 2 points 3 points 1 year ago . It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. You can then use this property for reporting or list building. 6. SarahMayo1. Hello all. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. How do I enroll my contacts in a sequence? Enroll contacts in sequences using workflows To edit an existing workflow, hover over the workflow, then click Edit. You can read more about enrolling and unenrolling contacts in sequences with the help of. While I see the benefit of being able to do that. Depending on the level of personalization you want, you may choose to build fully automated email sequences, task-based. 1. English English Español Português FrançaisClick on Create Email to build a mail that encourages users to register for your latest event. Even with Sale Hub Enterprise, the only way to enroll contacts on behalf of a sales person is via a workflow. Enrolling prospects into sequences where the first step is an automatic email. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. 2) Go to contacts and then contacts again. As contacts join the list, they would also be enrolled in the workflow and then the sequence. On the contact's timeline, hover over the sequence activity, then click the Actions dropdown menu and select Edit sequence. These would be the contacts that you have to exclude when you enroll the next batch of contacts into sequences. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). If you want to trigger email sends in HubSpot to non-marketing contacts, you could use a workflow to enroll these contacts, set the marketing status and then send the email right after. 4. It has two types of contacts: Marketing contacts: These are the normal contacts you can send emails to, target with ads, and run automations on. 1. The sequence won't be able to register emails that bounced before. In your HubSpot account, go to Automation > Sequences. English English Español Português FrançaisThe contacts have finished and left the sequence. Tracking the Engagement . The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. However. HubSpot doesn't have a feature that automatically picks one contact per company, unfortunately. This will automatically enroll the contacts you have chosen into the sequence that you have selected. Add the email to this workflow to deliver the email automatically. In this case, it would be great if we could set "clicked. The sequence is the first point of. Thank you!. For. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. 1. Here's how: Click Automation and select Workflows. HubSpot Sequences tracks the. Click on Create workflow. 5. Click the name of the sequence. (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. . As QR-codes of vCards are steadily replacing traditional business cards, your sales teams can now leverage the QR-code scanner (Free) in the HubSpot mobile app to import vCards and add contacts directly to their HubSpot portal. You are able to enroll a mutilple people to a sequence - but once you get to the enrollment process, you still have to enroll each one by one. I have tried to do this and it wont let me as it is saying i dont have an inbox connected but the inbox isThe actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all t. Automating follow-ups. To learn more, and to see a full list of cookies we use, check out ourIf you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do? Wait until tomorrow to enroll the contacts into your sequence. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). In the top right of the. You can use workflows to enroll contacts in a sequence based on targeted criteria. This is an issue because the status can't always be determined from other information populated on the contact properties. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. When I send a quote to a customer I start a sequence of reminder emails that are automatically sent to the customer. This Knowledge Base article walks through how to enroll contacts in sequences. Just curious is there a difference between using the plugin vs. 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. (Knowledge base: Enroll and unenroll contacts in sequences using. Then, click on Create sequence. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. Select the checkboxes next to the contacts that you want to unenroll from. This gives a greater level of customization and makes HubSpot’s sequences tool a better fit for a sales team or salesperson. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. 3. Hello everyone, I need some help I regularly use the sequences to suggest making an appointment with my online agenda. But as said if I write a mail directly through outlook the link tracking is working BUT I send all sequences or template directly with hubspot. To learn more, and to see a full list of cookies we use, check out ourYou can, however, only manually enroll contacts in HubSpot Sequences unless you have Marketing Enterprise, which provides automation between Workflows and Sequences. You queue up a bunch of emails, personalize them all at once, and send them off. Send a test email in sequences. Then immediately enroll these new leads and start nurturing them right from the mobile app with the new. HubSpot gives you a list of recommendations for. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. Hi , Deals can't be enrolled in sequences, only contacts can be. Great workaround Idea. But we can't do this without being able to add 1 contact to multiple sequences, or making it more complex and picky with a workflow. Literally the use case is: - You have an onboarding questionnaire. Hi Thank you for this information. 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. My solution so far: 1. You can also have your. Select a contact to enroll. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out ourMy 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. We use cookies to make HubSpot's community a better place. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) The custom code action could delay further actions if a defined contact limit has been hit. If I am understanding it correctly, the sequence should now pick up from my. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Normally, a contact can only be enrolled in a sequence if someone manually enrolls them in it. Go to Automation > Sequences in your HubSpot account. In this video, we explain how to use sequences in HubSpot. Click the name of your contact-based workflow. 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. Step 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits. Source: HubSpot. Schedule the email to send on a different day. Enrolling contacts in Call Only sequence. When this is turned off, users can only enroll one contact at a time. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. You can enroll contacts in your sequence manually or automatically. I send you a private message with a screenshot from an example sequence. In the dialog box, use the search bar to search for a sequence by name, or click the Owner dropdown menu and select a filter option. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 1. In the right panel, click the Re-enrollment tab. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Conduct A/B reporting on templates, images, and email material by tracking email engagement in HubSpot to make changes that bring real results. Click the sequence name. 3) Filter all of your contacts by list membership is X. Automate your follow-up, and put time back in your schedule. Click the name of an existing workflow or create a new contact-based workflow. If your subscription doesn’t say Marketing Contacts,. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. Hi , This is now possible using contact-based workflows, available in Enterprise. A contact or list of contacts can be enrolled in workflows manually as well. Navigate to the Goals tab, than click Set goal. Sequences will automatically unenroll contacts from the series of the emails once the. I think the last issue is that Im struggling to get the re-enrollment criteria right. In fact, many HS users employ workflows as a way to automatically enroll leads into their HubSpot sequences. It would be great to be able to create a sequence that doesn't involve emails and then get to add contacts to that sequence eventhough the contact info doesn't have an email. This can involve sending emails, completing. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. (This requires Operations Hub Professional. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. The above answer is related to HubSpot sales. The contact property HubSpot Score is greater than or equal to ###. Sequences. From the contacts module, up to 100 can be included. Hi , This is now possible using contact-based workflows, available in Enterprise. This sets contact owner and creates a task to call the contact for a screening chat. In the email's post-send page, click the Recipients tab. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. To learn more, and to see a full list of cookies we use, check out ourKnowing the difference between sequences vs. Obviously, there are. See moreUse contact-based workflows to automate sequence enrollment and unenrollment. If they don't reply they should be moved to yet another deal stage. Let me know if you ha. To learn more, and to see a full list of cookies we use, check out ourWhen enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". In the top left, click the Manage tab. Just started with HubSpot and want to avail the benefits of its automation tool, then you need to understand its plan. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. You can use this action to enroll/unenroll the contacts going through your workflows, you can then use other actions in your workflows to send marketing emails too. Click the name of an email. For example I may want to enroll everyone at. Oct 20, 2022 9:57 AM. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. You can, however, only manually enroll contacts in HubSpot Sequences unless you have Marketing Enterprise, which provides automation between Workflows and Sequences. HubSpot doesn't have a feature that automatically picks one contact per company, unfortunately. After creating the email, go to Automation > Workflow and click on Create Workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 3. Thank you, KristenYou can enroll contacts in your sequence manually or automatically. In the workflow, you can trigger and enroll your contacts to meet those triggers. This will automatically enroll the contacts you have chosen into the sequence that you have selected. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. Not able to reenroll a contact into an email sequence. When creating sequences, the HubSpot platform defines the following conditions for the user: In a single one, 50 contacts within the sequence tool. I'd recommend checking with your customer success manager, maybe they can enable this for you. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. English English Español Português Français The contacts have finished and left the sequence. Demand Generation. re-enroll is someone who was manually unenrolled (see screenshot). With Hubspot Sequences you create a series of sales activities and then enroll contacts into the sequences which executes the sales activities. 2) Go to contacts and then contacts again. Choose the type of workflow and set up the trigger for it. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. In this way, Sequences has always been like a personal. 4. HubSpot is taking care of contacts not being in enrolled in multiple sequences at the same time: Each contact can only be. you could then enroll the contacts based on the visit of a specific page and. 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. 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. ; Correct answer. (once I have finished my third email). After creating the email, go to Automation > Workflow and click on Create Workflow. Customer Engagement. 2. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. I want to schedule my emails to go out at a specific time (mornings) and day. 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. In the workflow that you want to trigger a sequence, click the + icon. The last step, certainly not. 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. Solved: I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. Enrolling a list in a workflow. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. Make sure that prospects don't slip. Map Lead and/or Contact fields from Salesforce to the Prospect fields in Outreach. Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. Currently it's not possible to auto-enroll contacts into sequences. So when someone replies to a workflow, they still. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. In most cases, out-of-office replies will not cause unenrollment. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. 2. In the top left, click the Managetab. Click the name of the contact. @PamCotton Thanks, so I'm aware of that. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Complication. Hi there, We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. 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. Click the Contact enrollment trigger box. It works perfectly. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. We don't grab everyone's email at first. 2. Best regards!We use cookies to make HubSpot's community a better place. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. 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. This article explains the contact property. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. In the dialogue box, hover over the sequence and click select. Not able to reenroll a contact into an email sequence. 1. " Click "and" to select the same workflow, then select "has not met the goal. HubSpot automatically personalizes the email for you. (In a contact-based list, you can filter for deal properties. Stop sequence when deal is won. For instance, the status of contacts in a sequence isn't stored on a contact property. Currently data generated from the email sequences are poorly integrated with the contact properties. ReportsStep 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. Click the name of your sequence. In the enrollment trigger box, click the Set up triggers. Deliver specific banners like a request to complete G2 review to happy customers after trigger events like a high NPS score to take advantage of customer momentum. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. HubSpot has tools you can use to simplify the process. Manage subscriptions of individual contacts. It will remove the "Upcoming" entry from the contact record, the entry about the sent confirmation email will stay. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score them with a lead score proeprty, flag those that've clicked/opened emails and trigger tasks of the. Instead you will need to start a new email. 1. In the status column of the. In the upper left, click the Manage tab. Enroll contacts in a sequence hubspot. . Our leads come in through typeform, w. Unfortunately it doesn't seem Hubspot allows for that. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. The starting condition for any workflow could be to manually or automatically enroll contacts. You can use workflows to enroll contacts in a sequence based on targeted criteria. Check out this guide on how to unenroll contacts from a 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. As you start enrolling contacts into the sequence, the active list will grow and the view will automatically filter out contacts. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. One powerful feature is that if a contact in a Sequence replies to an email in the Sequence, or books a meeting, the contact is automatically removed from the. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. The starting condition for any workflow could be to manually or automatically enroll contacts. Can we fix. Workflows can be used to nurture leads, onboard new customers, and. Hi , Thanks for reaching out! I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this. We help sales reps to automate HubSpot sequences, so they can spend more time closing deals. . In your portal, simply go to Contacts and follow the instructions for creating a view here: Create, customize, and manage your saved views - whether you save the view or not is up to you, but you don't need to for this to work for enrolling in a sequence. English English Español Português FrançaisThank you Karsten for such a super fast response! I had a feeling this would be the answer. 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). This process is painstaking, going to three screens to add one contact to a static list. Interested in automatically enrolling a contact from a deal into a HubSpot sequence? Aptitude 8 Marketing Operations Associate, Elizabeth Milaicki has a few tips! Check out her post below for a. For instance, the status of contacts in a sequence isn't stored on a contact property. You can clone or modify your active list and add an additional f. HubSpot Product Team. 4. Remember: a contact can only be in one sequence at a time. 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. We use cookies to make HubSpot's community a better place. But we need to enroll contacts into sequences programmatically. Hubspot. (once I have finished my third email). You would also need to update your template in the sequence to use a personalization token for this property. . For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. Sales Sequence contacts will be automatically unenrolled from a Sequence if they reply to an email or book a meeting. In the left panel, under Advanced options, click From a webhook. To see the contacts who bounced on an email, and the corresponding bounce reasons: In your HubSpot account, navigate to Marketing > Email. 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 sequence contains three emails and runs over 10 business days. When this is turned off, users can only enroll one contact at a time. ) The. There is a free chrome extension called " HubSpot Sequence The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all those emails waiting for them to send). Deals can't be enrolled in sequences, only contacts can be. For these contacts we still want to enroll them in a "call only" sequence. In the pop-up box, select Sequences. However on the We use cookies to make HubSpot's community a better place. ----------- This is now in. However an email is required to enroll a contact in a sequence. In the pop-up box, select Sequences. Click the sequence name. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. When contacts reply to the email or book a meeting, they are automatically unenrolled from the sequence. 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. Hi @RebeccaShultz, Out of the box this is currently not possible. In the sequences. @somu You can bulk enroll a list to a sequence following these steps. In your HubSpot account, navigate to Automation > Sequences. Solved: how to enroll those same prospects in a new sequence who has ended/ finished in an older sequence in bulk?Currently, when using Sequence queues, the enrollment date for the first step in the Sequence defaults to "Send as soon as possible". Hover over a sequence and click. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. This can involve sending emails, completing. reenroll all contacts. Enroll Contacts in Multiple Sequences. The contact property HubSpot Score is greater than or equal to ###. . We need to be able to put them in a sequence for each one. Step 4: Create a List (Based on Contacts) and Update Your Dashboards. . ) The custom code action could delay further actions if a defined contact. It would be great if the updates apply automatically t. HubSpot’s sequences tool is another automated tool that allows you to send a series of 1:1 email communications that are targeted and timed email templates helping you to further. Sequences enroll contacts one at a time. 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. [Ops] Not Geo Target MQL (inclusive). 1. HubSpot is unable to view what caused this error, you can try re. Click the name of a contact-based workflow. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. Creating a list of bounced contacts. Click the Manage tab on the top left. I'd like to submit a request to the Hubspot Products Team that adding a contact to a sequence using a workflow be available in Pro. If you enroll a person in a Sequence, what happens when they respond? If you enroll a person in a Sequence, what happens when they respond? The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. Enrolling a list to a sequence. How the "Enrolling Existing Contacts" Option Works. ( 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. Also, you can enroll your contact manually and can even create your contact list in HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click the start dropdown menu at the top of the enrol sequence. We are finding the sequence email tool helpful for quote follow up activity. We use cookies to make HubSpot's community a better place. It's common for us to have multiple deals/projects for the same contact. Automate your prospecting, sales, or marketing communications using HubSpot sequences. But sequences aren’t just a set-it-and-forget-it. Stop sequence when deal is won. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. it would be ideal if we have the option of sending an instant test email to ourselves from any individual sequence steps so we can see exactly what email recipients will receive when we send them emails as part of a sequence - as you can do within Salesloft and Outreach. 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. This would only work going forward, not historically. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. I agree, such a simple feature. Within the automated sequence tool, 500 per week. (In a contact-based list, you can filter for deal properties. Automatically sequence your inbound leads from Salesforce; Automated emails vs. Enrollment.