Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. You can also take action on associated records, such as updating an enrolled contact’s associated company. We use cookies to make HubSpot's community a better place. Step 5: Set Timing and Actions: In the sequence, outline the timing and actions for each step. Click the name of the contact. 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. you could then enroll the contacts based on the visit of a specific page and. Explain anything clearly and easily – and skip the meeting. Hello everyone, I need some help I regularly use the sequences to suggest making an appointment with my online agenda. Hey @ttremblay, That’s really what the marketing product is intended to do. Hi @RebeccaShultz, Out of the box this is currently not possible. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. We help sales reps to automate HubSpot sequences, so they can spend more time closing deals. I think there’s a strong case to provide. In the top left, click the Managetab. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. If 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? Nothing. You can either enroll contacts manually or automatically through pre-defined enrollment triggers. For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. . English English Español Português FrançaisThe contacts have finished and left the sequence. To learn more, and to see a full list of cookies we use, check out ourUnenrolling contacts from a sequence in HubSpot is a common request - but how do you do it the right way? There are 3 main ways and we'll show you how in thi. . HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. In the composer window, click Sequences. Our total revenue increased by 215% since we started sending these templates in a sequence. Manage subscriptions of individual contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Or, learn how to create a new workflow. 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. . 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. Initial 'sorting hat' workflow. Sequences. Creating ads audiences with. We need to be able to put them in a sequence for each one. 1) Create the list. ReportsStep 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. . . Automate your follow-up, and put time back in your schedule. You can also have your. In the upper left, click the Manage tab. 1. 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. 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. ----- This is now in public beta!Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, quotes, and tickets. What’s the biggest practical difference between a sequence and a workflow in HubSpot? A sequence email is always sent from the email address. The sequence alerts you that they have responded. 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. Enroll Contacts in Multiple Sequences. 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. 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. 1. That way we can spot any. Sales Sequence contacts will be automatically unenrolled from a Sequence if they reply to an email or book a meeting. With the 'Number of sequences enrolled' enrollment criterion, this number changes with each enrollment. 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". - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence. When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. Use sequences properties and activity as Contact filters in List and Workflows. Unfortunately it doesn't seem Hubspot allows for that. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. Select a contact to enrol and click the email icon in the left panel. We are unable to identify an email for every contact. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. Click > to expand a particular. Workflows empower you to automate a wide range of actions, including not only email but also tasks, lead scoring, contact properties, and more. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. The starting condition for any workflow could be to manually or automatically enroll contacts. There is a workaround that might make your life easier. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Click the name of a contact-based workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , Currently it's not possible to auto-enroll contacts into sequences. A. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. 3) Filter all of your contacts by list membership is X. 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. Instead you will need to start a new email. It will remove the "Upcoming" entry from the contact record, the entry about the sent confirmation email will stay. 2) Go to contacts and then contacts again. Contacts > Contacts > click Contact Name > Email (left hand panel) > Sequences (right hand pop up box) > Select Sequence > Start At Dropdown (Click which step to send an email) Time zone drop-down (Select a time zone) Send now drop-down (Specify date and time of email) Send email in Drop Down (Select. 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 Sequence. HubSpot allows defining intervals for these email sequences, so when contacts respond to the email, their data will be automatically unenrolled from the sequence. I agree, such a simple feature. Create tasks to keep your follow-up on point. We use cookies to make HubSpot's community a better place. I tried this through workflows, and it could be a. HubSpot gives you a list of recommendations for. . you need to make tell HubSpot which contacts exactly should be. A Fundamental Change in the Sequences Tool. 4. HubSpot has tools you can use to simplify the process. In there, you’ll see the Templates option. Click the name of an existing workflow or create a new contact-based workflow. Click the sequence name. 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. 2. carry out phone tasks. . To enroll from the sequence tool: 1. There is a workaround that might make your life easier. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. @somu You can bulk enroll a list to a sequence following these steps. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. It's sorted by most recent. 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. If your subscription doesn’t say Marketing Contacts,. My solution so far: 1. In the workflow, you can trigger and enroll your contacts to meet those triggers. When contacts reply to the email or book a meeting, they are automatically unenrolled from the sequence. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. (I'd appreciate it!) Have a great day Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. Enroll in HubSpot Academy. In the upper left, click the Manage tab. Right now after a client replies, they are automatically unenrolled from the assigned . This How to Use HubSpot. In the pop-up box, select Sequences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Go to Workflows. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. 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. 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. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. (In a contact-based list, you can filter for deal properties. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. . The above answer is related to HubSpot sales. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. But sequences aren’t just a set-it-and-forget-it. Starting point is a Contacts page. And now I can't figure out how to do it!When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". This is very time consuming, if you have a company that has 100+ contacts enrolled and. Sequence. Enrolling individual contacts into a sequence: Go to your HubSpot account and navigate to Contacts > Contacts. (To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. " Click "and" to select the same workflow, then select "has not met the goal. The sequence limitation is what's holding me back. Step 4: Enroll Contacts: Click on the "Enroll" button or any similar action based on your interface. ) The. finn. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Thank you!. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. and banner clicks across every email sent from HubSpot Email. This sets contact owner and creates a task to call the contact for a screening chat. The default "Send Time" is "Send Now". Add New Contacts to Your System With Minimum Efforts. Once there, you can see all of the templates you have created and create new templates. 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). Click on From scratch. If it was an Enterprise feature, it would show up with a lock icon, I think. If I am understanding it correctly, the sequence should now pick up from my. Make sure that prospects don't slip. Currently data generated from the email sequences are poorly integrated with the contact properties. You would setup a 3 part email sequence, enroll the contact in the sequence and they will. In your HubSpot account, navigate to Automation > Sequences. Great workaround Idea. 1. 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. We use cookies to make HubSpot's community a better place. . Click Enroll contacts at the top right of the sequence page. From the contacts module, up to 100 can be included. 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. 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'. After setting up and using. Learn more about using workflows. For as long as Sequences has been around, it’s primarily been an email automation tool. Unenroll Contact from Sequence. I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks. When creating sequences, the HubSpot platform defines the following conditions for the user: In a single one, 50 contacts within the sequence tool. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. I am in agreement with you that the way it's being done now is correct. Then I want to enroll the same contact within a new sequence (in order to get the follow-up done automatically) but within the same email thread. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. re-enroll is someone who was manually unenrolled (see screenshot). When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per. A help article with email best practices opens in a new window. Then immediately enroll these new leads and start nurturing them right from the mobile app with the new. Then, click on Create sequence. We use cookies to make HubSpot's community a better place. In the dialog box, select and set the. July 31, 2017 12:12 PM. 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. In this video, we explain how to use sequences in HubSpot. My solution so far: 1. 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. For example, I enroll contacts in sequences and send emails as the marketing manager but the email signature is the contact owner which is a sales rep. You can also unenroll them automatically once they reply to your email or book a meeting. HubSpot automatically personalizes the email for you. Examples include accounting user vs. English English Español Português Français The contacts have finished and left the sequence. Kyle Jepson. Let me know if you ha. -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. At the top of the sequence summary page, use the filters to view enrollment data from a specific time range or for a specific. 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. 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 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the Sales Hub. We are unable to identify an email for every contact. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. The “New template” button is on the top. This can involve sending emails, completing. In the enrollment trigger box, click the Set up triggers. 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. In the enrollment trigger box, click the Set up triggers. Thank you, Kristen In your HubSpot account, navigate to Automation > Workflows. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. 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. In the enrollment trigger box, click the Set up triggers. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. . Waiting until you've finalized the sequence is going to make your life a lot easier here. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Select a contact to enroll. Click the name of your sequence. In the pop-up box, select Sequences. . Attaching file direct to sequence email (NOT AN OPTION BUT WOULD TOTALLY LIKE. heavily personalized touch-points. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. I'd recommend checking with your customer success manager, maybe they can enable this for you. Enroll contacts in HubSpot sequences directly from Office 365. I also underst. Enrolling deals into sequences. Essentially what I need to know is whether or not I need to add a delay in between the two sequences as to ensure contacts will pass through both. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be. It's sorted by most recent. Enrolling prospects into sequences where the first step is an automatic email. We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. 2. 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. Yes this will work as long as the email sent from the form is a marketing email. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. Hi @ttremblay , You cannot enroll a contact programmatically into a Sales sequence as that’s intended to be a manual process. Now, without any further discussions, let's scroll down to understand the key differences between HubSpot Workflow and HubSpot Sequences. Hi @karstenkoehler , I am trying to re-enroll contacts from the same page as you, but the only contact I can. For them to be put into a new sequence, they first have to be unenrolled from the sequence that they’re in. Add the email to this workflow to deliver the email automatically. Creating a list of bounced contacts. Hope this helps!I enroll a contact in a sequence. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. Scroll down to the Status, click Actions and select Unenroll. The sequence contains three emails and runs over 10 business days. The contact property HubSpot Score is greater than or equal to ###. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 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 ourzwolfson: That’s really what the marketing product is intended to do. Using sequences for this process would be ideal as we can preset all the custom fields on enrolling contact. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. Waiting until you've finalized the sequence is going to make your life a lot easier here. Let me know if you ha. HubSpot gives you a list of recommendations for improving your email. You can also automatically create tasks to remind you to follow up with your contacts. Add 3rd email to the last template. It would be great if the updates apply automatically t. Gmail send error: when you enroll a contact in a sequence from Gmail, the first step is executed by Gmail, not the HubSpot email system. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. He replies. So when someone replies to a workflow, they still. 4. The contact property HubSpot Score is greater than or equal to ###. Use sequences properties and activity as Contact filters in List and Workflows. 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. 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. Last sequence enrolled date: the date the contact was enrolled into a sequence. 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. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. Hubspot. The sequence won't be able to register emails that bounced before. Can we fix. One of my users just ran into the same problem. In the dialogue box, hover over the. The contact will then continue through the sequence until they complete each step or. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Select the workflow in question, then select "contact has been enrolled. Here are two ways to manually enroll contacts into a sequence on HubSpot. 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. These emails are being sent from the connected personal inbox of a user – and HubSpot can't let you send communication from another person's inbox. While HubSpot Sequences focus primarily on email automation, HubSpot Workflows take automation to the next level. Automate your prospecting, sales, or marketing communications using HubSpot sequences. (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. We offer HubSpot support, email ma. 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. Choose different contacts to enroll into the sequence. Map Lead and/or Contact fields from Salesforce to the Prospect fields in Outreach. Unenrolling Contacts from the Workflow. I am using outlook 2016/360. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. Subscribe. You can add up to 50 contacts at a time into a sequence, however you have to manually remove each person from a sequence. 1. Last sequence enrolled date: the date the contact was enrolled into a sequence. You can use workflows to enroll contacts in a sequence based on targeted criteria. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. But sequences aren’t just a set-it-and-forget-it. re-enroll is someone who was manually unenrolled (see screenshot). 6. 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. 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. 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. Best regards!We use cookies to make HubSpot's community a better place. In the left sidebar menu, click Sent. Enroll contacts in a sequence hubspot. 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. When it comes to email automation with. Source: HubSpot. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts. (In a contact-based list, you can filter for deal properties. 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. I have tried to do this and it wont let me as it is saying i dont have an inbox connected but the inbox is 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 t. . Hi , Deals can't be enrolled in sequences, only contacts can be. Hi Thank you for this information. In this HubSpot tutorial, we will walk you through how-to Analyze sequence enrollment and performance data in HubSpot. Hi , thank you reaching out to the Community and for posting about this feature update. (This would indeed be useful. Unenroll all 49 contacts from the sequence. When you go into this particular bucket, it will show. Other HubSpot tools rely on lists to make changes to a specific group of contacts. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. If your subscription says Marketing Contacts, you can use marketing contacts. There are multiple benefits of using Sequences over Templates which include: Sequences can automatically create tasks, calls and other reminders. Hope this helps!The only available contact property is Now in sequence which can be true or false – not of much help here. In the right panel, click the Re-enrollment tab. You queue up a bunch of emails, personalize them all at once, and send them off. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. Manage subscriptions of individual contacts. CRM & Sales Marketing Service RevOps & Operations Agreed, This should be available for Sales Pro too, not just Enterprise. Once a month (or week) you'd manually delete the contacts from the list. We use cookies to make HubSpot's community a better place. For. Adjust settings on 'Automatic Unenrollment' in 'Sequences'. In your HubSpot account, navigate to Automation > Workflows. Locate the contact and sequence email you wish to edit and. Click the name of an existing workflow or create a new contact-based workflow. As contacts join the list, they would also be enrolled in the workflow and then the sequence. Hi , Currently it's not possible to auto-enroll contacts into sequences. Click the name of a contact-based workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Step 4: Create a List (Based on Contacts) and Update Your Dashboards. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Already enrolled contacts will need to be unenrolled then re-enrolled to go through the updated sequence steps. HubSpot interprets 'is known' as 'has changed', too, so an additional. Cookies help to provide a more personalized experience and relevant. When this is turned off, users can only enroll one contact at a time. 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. Best regards! HubSpot’s sequences tool enables you to: Create targeted, customizable templates in an outreach sales email sequence. Navigate to the Goals tab, than click Set goal. Right now after a client replies, they are automatically unenrolled from the assigned . 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. 1. To learn more, and to see a full list of cookies we use, check out ourKnowing the difference between sequences vs. Rather, a specific Owner with a Paid Seat must be selected. Enrolling prospects into sequences where the first step is an automatic email. Select a contact to enrol and click the email icon in the left panel. In the left panel, under Advanced options, click From a webhook. Subscribe. You might think that nurturing leads is mainly down to marketing people in a company. The email reply will also be logged on the CRM record. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished. This limitation is insane. 5. A help article with email best practices opens in a new window. 3. 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. ----------- This is now in. Click the Email tab. Hover over a sequence and click. 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.