Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. On the other hand, workflow is for marketing emails. Click the name of your sequence. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. Automate your prospecting, sales, or marketing communications using HubSpot sequences. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Then immediately enroll these new leads and start nurturing them right from the mobile app with the new. A sequence automatically ends when a prospect replies to a sequence message, therefore, its not possible to start a sequence on a replied email. Then, click on Create sequence. reenroll all contacts. In the email's post-send page, click the Recipients tab. Click the name of an email. 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. 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. Discussions. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. 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. Unlike sequences, workflows do not unenroll contacts automatically. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. 1. When you enroll contacts into a sequence, those contacts will. Also, you can enroll your contact manually and can even create your contact list in. A. Eliminate back and forth emails and missed calls by sending a link that lets your leads pick a time that works for both of you. Here are two ways to manually enroll contacts into a sequence on HubSpot. Hello , I would suggest you to use worklfow to enroll contacts in sequence. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. Sequence is for sales emails. Source: HubSpot. To learn more, and to see a full list of cookies we use, check out ourKnowing the difference between sequences vs. 2) Go to contacts and then contacts again. However. I want to schedule my emails to go out at a specific time (mornings) and day. Map Lead and/or Contact fields from Salesforce to the Prospect fields in Outreach. Hi , When a contact unsubscribes, this " indicates that the current email address has opted out of all email from the account ", including We use cookies to make HubSpot's community a better place. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence. I want to schedule my emails to go out at a specific time (mornings) and day. The sequence automatically terminates. Enroll Contacts in Multiple Sequences. We use cookies to make HubSpot's community a better place. Another great automation tool is workflows, which can automatically enroll your contacts in a series of actions. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. You queue up a bunch of emails, personalize them all at once, and send them off. 1. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. 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. 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. HubSpot Workflow vs. HubSpot doesn't have a feature that automatically picks one contact per company, unfortunately. You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You should not automate sequence enrollment in less targeted situations: Currently it's not possible to auto-enroll contacts into sequences. Here's how: Click Automation and select Workflows. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be. Just started with HubSpot and want to avail the benefits of its automation tool, then you need to understand its plan. Seems pretty. Manage subscriptions of individual contacts. and banner clicks across every email sent from HubSpot Email. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. Click the name of an existing workflow or create a new contact-based workflow. Enrolling deals into sequences. Click > to expand a particular. We use cookies to make HubSpot's community a better place. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. When this is turned off, users can only enroll one contact at a time. In the left panel, under Advanced options, click From a webhook. Subscribe. " Click "and" one more time to select "has completed workflow. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. In the left sidebar menu, click Bounced. (Knowledge base: Enroll and unenroll contacts in sequences using. We use cookies to make HubSpot's community a better place. When I send a quote to a customer I start a sequence of reminder emails that are automatically sent to the customer. Within the automated sequence tool, 500 per week. Navigation Menu. Enroll contacts into HubSpot Sequences and create meetings directly from Salesforce records, so reps can spend less time clicking between tabs and more time connecting with customers. Source: HubSpot. Automatically unenroll contacts when they book a meeting or email you back. 3) Filter all of your contacts by list membership is X. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. The sequence limitation is what's holding me back. 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. In your HubSpot account, navigate to Contacts > Contacts. If I decide on the hard path: re-enrolling doesn´t seem 1. The sequence is the first point of. (This requires Operations Hub Professional. I am in agreement with you that the way it's being done now is correct. Locate the contact and sequence email you wish to. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. vuvuzela-reptile 1 point 2 points 3 points 1 year ago . Enroll in HubSpot Academy. This is very time consuming, if you have a company that has 100+ contacts enrolled and. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. . 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. Hi , Thanks for the ping. Last sequence enrolled date: the date the contact was enrolled into a sequence. In your HubSpot account, click your account name in the top right corner, then click Account & Billing. If it was an Enterprise feature, it would show up with a lock icon, I think. In the status column of the. In your HubSpot account, navigate to Automation > Sequences. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. However on the We use cookies to make HubSpot's community a better place. We are a team of HubSpot experts. Hi @ttremblay , You cannot enroll a contact programmatically into a Sales sequence as that’s intended to be a manual process. I'd recommend checking with your customer success manager, maybe they can enable this for you. then we can almost set and forget. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. In the pop-up box, select Sequences. 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. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. I also underst. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We packaged it over the weekend into this :. Click on Create Sequence. " Once this is saved and processed, the list. This is an issue because the status can't always be determined from other information populated on the contact properties. After setting up and using. 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. 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. Let me know if you have any questions! You can help others find this information by accepting this as a solution. A contact or list of contacts can be enrolled in workflows manually as well. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. Click the name of your sequence. 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). I am using outlook 2016/360. These would be the contacts that you have to exclude when you enroll the next batch of contacts into sequences. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. Hi , This is now possible using contact-based workflows, available in Enterprise. Time email sends for a consistent, natural pace. To learn more, and to see a full list of cookies we use, check out ourOur product team is currently working on enhancements for the Sequences tool, including automated We use cookies to make HubSpot's community a better place. Sequences - Custom Unenrollment Actions. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. . Click Enroll contacts at the top right of the sequence page. Click on From scratch. In the enrollment trigger box, click the Set up triggers. Similar to contacts and companies, your team can configure permission sets (Enterprise) as seen in this screenshot below: You’ll want to set up unique permission sets to apply to your HubSpot back-end users based on their role or core purpose in HubSpot. Unenroll all 49 contacts from the sequence. carry out phone tasks. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. 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. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. Within the automated sequence tool, 500 per week. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. finn. 3. 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 FrançaisWith the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. 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). Not able to reenroll a contact into an email sequence. 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. Oct 20, 2022 9:57 AM. Hi Thank you for this information. . 6. This will be email id that will used in sending the emails sequences. com. In the dialogue box, hover over the sequence and click select. Click on Create workflow. In your HubSpot account, navigate to Automation > Workflows. If the chosen contact has merge field values, the processed video will be updated according to the video asset ID within the selected Hippo Video merge field. Thank you!. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. 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. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. using a workflow to enroll contacts? I definitely see the benefit on the Pro level vs. In the enrollment trigger box, click the Set up triggers. Choose the type of workflow and set up the trigger for it. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. It will remove the "Upcoming" entry from the contact record, the entry about the sent confirmation email will stay. Click the sequence name. -ZackIn this walkthrough video, our social media specialist Alyssa walks you through step-by-step for sequence creation and how to enroll a contact and list into. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. For example I may want to enroll everyone at. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. Waiting until you've finalized the sequence is going to make your life a lot easier here. Locate the contact and sequence email you wish to edit and. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). In this video, we explain how to use sequences in HubSpot. Examples include accounting user vs. The email reply will also be logged on the CRM record. Dan that's a nice hack thanks! Artur || CEO VISUALSITEMAPS try it & save hours. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. The sequence contains three emails and runs over 10 business days. Please, Please, PLEASE, update Hubspot to be able to mass remove companies/groups of contacts from a sequence. You can also take action on associated records, such as updating an enrolled contact’s associated company. Go to Automation > Sequences in your HubSpot account. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. Hi @RebeccaShultz, Out of the box this is currently not possible. Learn more about using workflows. 1. Advanced Playbook RecommendationsWe use cookies to make HubSpot's community a better place. In the right panel, click the Re-enrollment tab. ----- This is now in public beta!If it's a matter of one week, you might want to consider holding back on starting the sequence. Contacts will be unenrolled from a sequence automatically when any one of the following occurs: The contact replies to one of the emails in your sequence. Enroll Contacts in Multiple Sequences. Can we fix. HubSpot Sequences tracks the. There is a workaround that might make your life easier. Complication. A help article with email best practices opens in a new window. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Great workaround Idea. Automation tools are extremely useful for marketing teams, but they can be equally beneficial to sales teams. Click the Contact enrollment trigger box. Automatically enroll contacts into workflows or set up enrollment triggers based on engagement data. 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. You can also use contact based workflow to automatically unenroll contacts. Source: HubSpot To enroll from a contact record In your HubSpot account, navigate to Contacts > Contacts. “Enroll existing contacts” was not selected during the workflow’s launch. When enrolling contacts directly from sequence, I don't see options to select or filter by company, only to look up individual contacts, which is extremely time consuming and makes it difficult to stay organised, especially when you can't see their company of job. Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. Use sequences properties and activity as Contact filters in List and Workflows. The contact property HubSpot Score is greater than or equal to ###. . ) The criteria trigger for the workflow will be based on a unique task title and the completion date known. In this video, we explain how to use sequences in HubSpot. Source: HubSpot. You can clone or modify your active list and add an additional filter, click 'Contact properties', find 'Now in Sequence' and select 'has never been equal to True'. This Knowledge Base article walks through how to enroll contacts in sequences. To sort your sequences, click a column header. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I definitely agree with you on keeping everything under one contact for cleaner reporting. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. There is a workaround that might make your life easier. 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. The sequence contains three emails and runs over 10 business days. When creating a workflow from scratch, there are different types that you can select from based on the record type you would like to enroll. However an email is required to enroll a contact in a sequence. It's sorted by most recent. But, this takes the customization option out of it for the sales team. We use cookies to make HubSpot's community a better place. Hi Thank you for this information. It's sorted by most recent. For example I may want to enroll everyone at. I think the last issue is that Im struggling to get the re-enrollment criteria right. . ) This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. 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. Let's get started… HubSpot Subscription Access. With workflows, HubSpot can automatically copy the value of one property to another — which can be really helpful since HubSpot doesn't automatically sync properties between associated records. Click the Contact enrollment trigger box. When enrolling contacts in sequences, you could always make sure that your current view or list excludes this new list. In the workflow that you want to trigger a sequence, click the + icon. Rather, a specific Owner with a Paid Seat must be selected. 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. In the dialogue box, hover over the. Eliminate manual entry as every lead’s contact info, email. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Good use-cases tend to be event-based. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. Hi , thank you reaching out to the Community and for posting about this feature update. One of my users just ran into the same problem. . For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. All you have to do is look at the myriad tools available to Salesforce customers. 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. Think of it like an “unenrollment” trigger. . Any changes you make now don't affect them anymore. We use cookies to make HubSpot's community a better place. 2. It also helps other customers facing the same issue. Use bulk enroll for specific use-cases, not for prospecting. However, many of our clients use Sales Hub. When a contact is unenrolled from a sequence due to an action that they took (i. The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. In the enrollment trigger box, click the Set up triggers. 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. 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. Select a contact to enrol and click the email icon in the left panel. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of. You can send a series of email templates after enrolling contacts manually. Workflows empower you to automate a wide range of actions, including not only email but also tasks, lead scoring, contact properties, and more. I think it would be great to continue running a sequence even after a client replies. We use cookies to make HubSpot's community a better place. This will be an Active list that updates automatically with new Contacts as the date field is filled out. (In a contact-based list, you can filter for deal properties. We are finding the sequence email tool helpful for quote follow up activity. It's common for us to have multiple deals/projects for the same contact. Kyle Jepson. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. At the top of the sequence summary page, use the filters to view enrollment data from a specific time range or for a specific. Click + Create a webhook event. We help sales reps to automate HubSpot sequences, so they can spend more time closing deals. HubSpot interprets 'is known' as 'has changed', too, so an additional. Choose the type of workflow and set up the trigger for it. 9 contacts enrolled, but after enrollment (first action is to send an email automatically) everything JavaScript must be installed and enabled to use these boards. The form fills are sent to our customer care team in HubSpot to. In your HubSpot account, navigate to Automation > Sequences. One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. The sequence won't be able to register emails that bounced before. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of. Hubspot. In fact, many HS users employ workflows as a way to automatically enroll leads into their HubSpot sequences. Stop sequence when deal is won. Enroll contacts in a sequence hubspot. We are unable to identify an email for every contact. It works perfectly. Solved: I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. In the left sidebar menu, click Bounced. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Right now after a client replies, they are automatically unenrolled from the assigned . HubSpot Product Team. 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. We need to be able to put them in a sequence for each one. The sequence automatically terminates. Trying to Enroll a Contact into Multiple Sequences at Once. Read on to know more about it. To learn more, and to see a full list of cookies we use, check out ourEnrolling contacts in Call Only sequence. @Alex32. . We don't grab everyone's email at first. In the Workflow memberships card on the right panel, click Manage. To learn more, and to see a full list of cookies we use, check out ourzwolfson: That’s really what the marketing product is intended to do. You can clone or modify your active list and add an additional f. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. (This would indeed be useful. HubSpot is unable to view what caused this error, you can try re. In the left sidebar menu, click Sent. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. 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. This will be helpful to get emails out for the sales. Automatically creating the contact: Provide some choice about whether to create a Contact, for example, we don't want Contacts created. Marketing Workflow contacts will be unenrolled from a Workflow if they unsubscribe, if they reach a goal, or if they no longer fit the enrollment criteria. I'm linking the knowledge base article HERE . Manually unenroll multiple contacts from the sequence summary page. If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning? Nothing. 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. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". 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. Once a month (or week) you'd manually delete the contacts from the list. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. Oct 20, 2022 9:57 AM. HubSpot has tools you can use to simplify the process. ----------- This is now in. press start. We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. In the dialogue box, hover over the sequence and click select. 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. So when someone replies to a workflow, they still. In the left sidebar, under the Communication subscriptions section, click View subscriptions. In the right panel, click the Re-enrollment tab. For these contacts we still want to enroll them in a "call only" sequence. We need to be able to put them in a sequence for each one. Click Enroll contacts at the top right of the sequence page. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. @somu You can bulk enroll a list to a sequence following these steps. 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. When a contact meets the set goal, they’re automatically unenrolled from the workflow. There are multiple benefits of using Sequences over Templates which include: Sequences can automatically create tasks, calls and other reminders. 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". However an email is required to enroll a contact in a sequence. This will automatically enroll the contacts you have chosen into the sequence that you have selected. The default "Send Time" is "Send Now". Attaching file direct to sequence email (NOT AN OPTION BUT WOULD TOTALLY LIKE. Click the "More" tab and select "Enroll in sequence," then choose the sequence you would like to use. To sort your sequences, click a column header. Create tasks to keep your follow-up on point. In the workflow editor, click the + plus icon to add an action. I've split this discussion off from Stop contacts being added automatically after sending Gmail email. In the left panel, under Advanced options, click From a webhook. Enrolling a list in a workflow. This enrollment failed because Gmail failed to send the first step. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. In this case, it would be great if we could set "clicked. 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. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. Or, learn how to create a new workflow. When you turn your workflow on, HubSpot will prompt you to determine. This sets contact owner and creates a task to call the contact for a screening chat. The default "Send Time" is "Send Now". You can then use this property for reporting or list building. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. If you’re enrolling a contact into a sequence and you see a warning that an email has low personalization, what happens when you click the warning? Nothing. In most cases, out-of-office replies will not cause unenrollment. 4. He replies. We are finding the sequence email tool helpful for quote follow up activity. 1. Scroll down to the Status, click Actions and select Unenroll. 3.