". " Once this is saved and processed, the list. 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. I wanted to enroll users into that sequence based on a different query, but realized that it would re-enroll users who had matched the previous filters too - which I don't want. The difference between an Active list and a Static list is that an Active list will be dynamically updated. Enroll up to 50 prospects in a sequence at once. . Option 2: Create a custom property -. I'm using a sequence to reach out to users. Info on lists. You could place the link next to actions when selecting all contacts etc. Email signatures are now available in the sequence templates when enrolled with workflows. HubSpot sales software certification answers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cannot Enroll Sequence to Workflow. In the right panel, click the Re-enrollment tab. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. Learn more about. This is a contact property. Locate the contact and sequence email you wish to. Contact exports from UDX include sequence data for: Number of sequences actively enrolled; Number of sequences enrolled; Currently in Sequence; Last sequence ended date; Last sequence enrolled; Last sequence enrolled date; Last sequence finished. However, the contact is still enrolled in the sequence. How the "Enrolling Existing Contacts" Option Works. Click the name of the workflow. Click on the “Add email” button to add an email to your sequence. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Reply. Go to Workflows. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. HubSpot gives you a list of recommendations for improving your email. (I'd appreciate it!) Have a gre. In mathematics, a sequence is a list of objects where repeats are allowed and the order is crucial. Step 2: Create a Sequence: If you haven't done it yet, create a sequence or choose an existing one where you'd like to add contacts. Thanks HubSpot!English English Español Português Françaisto "The ID of the last sequence enrolled. The selected record will be unenrolled. 3. Workable, but not ideal. The 100% accurate option would be building a list of contacts where Last sequence enrolled is any of [sequence ID]. Discussions. For example in my case, when I would use the filter "Name of the Last Sequence Enrolled. . To further refine your trigger, click Add refinement filters. Step-by-step instructions. I love the fact that I can now enroll contacts in a sequence using a workflow and choose who should the emails come from within HubSpot. The opportunity to enroll contacts into a sequence is great but without the sender = contact owner it means that I have to create as many branches as sales. The contact must meet the starting conditions at the time they meet the reenrollment criteria in order for them to be reenrolled in the workflow. Once you start enrolling contacts in yo. This video shows you how to manually unenroll a contact from a sequence in HubSpot. This queues up a series of automated emails that will be sent to them at a cadence that you set. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Click on the “Create Sequence” button. For example. After you've selected the list of contacts, click "Next. This would allow us to track a sequence as a whole. In 2019, it was. One of mine looks like this,. g. I've submitted feedback to the team as well to suggest they share a tooltip, or other help text, to help users understand why this is a number based property. For example I may want to enroll everyone at company x with 50 employees. The email reply will also be logged on the CRM record. Select the checkboxes next to the contacts that you want to unenroll from. After the convo, we usually change the leadstatus. Unenroll Contact from Sequence. Save your time. Currently, there is no way to unassociate contacts to deals via bulk emailing via List with Sequences. If you want to find all of the contacts which have ever been enrolled in a specific sequence, you could use the property "Last sequence enrolled" (the unique ID of the last sequence that the contact was enrol. If you're in a contact-based workflow, select an option in the dialog box. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. . To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. There should be an option on a customers page to enroll them in a sequence, without having to go to the sequences page and then find the customer JavaScript must be installed and enabled to use these boards. . To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). November 16, 2018 01:12 PM. So our choices are manual enrollment or no delay, essentially. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. Under status, select Sequence Ended, no response to generate a list. . Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. With this release we are also be including native LinkedIn InMail messages into sequences. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Source: HubSpot. Third, turned on my zap. Use sequences properties and activity as Contact filters in List and Workflows. I'd like to execute a sequence we've. The first sequence has 5 emails and associated tasks. Give it a try and let me know how it goes!When reviewing your workflow history, you may see that an action was skipped to prevent an infinite loop. Connect to HubSpot. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. ----- This is now in public beta!My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. It would be great if HubSpot could then add an "export this list" or "add to list". If you have HubSpot Sales Starter, Professional or Enterprise, you can enroll any of your contacts into a sales sequence via your native email tool (Gmail or Outlook) or from your HubSpot portal. ) Alternatively, if you want companies who have never had a contact in a sequence, create the following lists: List 3: Company is associated with contact where Last sequence enrolled date is known. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. e. In your HubSpot account, navigate to Reports > Dashboards. Here are some common starting points to consider -. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Works for now though!To create a workflow on HubSpot, do the following: In your HubSpot account, go to Automation. You'll see an orange 'Enroll contacts' button in the top right-hand corner. . In the top right of the. January 22, 2020 11:22 AM. Personalize your automated sales emails. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Track the performance of your sequence. However, once I have the additional email addres. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. Clicks per enroll: percent of enrolled contacts who clicked a link in an email sent from the sequence. ) With the 'Number of sequences enrolled' enrollment criterion, this number changes with each enrollment. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. As contacts join the list, they would also be enrolled in the workflow and then the sequence. For marketing email sending lists, select the contact-based list type. Not able to reenroll a contact into an email sequence. Here, you'd filter for "Email hard bounce reason is known AND Last sequence enrolled is equal to [sequence ID]". For example, this walkthrough will enroll a contact into this sequence if it is marked as a sales qualified lead after today. For as long as Sequences has been around, it’s primarily been an email automation tool. To enroll a contact in a different sequence,. There are a few things you can do here: 1. Task 3: Change Lead Status. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. If you are still unable to send the sequence after following the article, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription. Our total revenue increased by 215% since we started sending these templates in a sequence. Thank you for the clear reply and explanation. In the left sidebar, under the Communication subscriptions section, click View subscriptions. For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". Use bulk enroll for specific use-cases, not for prospecting. When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. This would save users such as myself and other teams potentially hours of individual enrollment. I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. Send templated email to a list of contacts. This type of sequence can provide a personalized experience for your prospects while automating some of the more tedious tasks your sales team deals with. Hopefully more functionality to action outputs from sequences is coming as built in functionality, as this is a bit clunky. Set event enrollment triggers. It's sorted by most recent. Hi , Do you mind me asking why the contacts don't have email addresses in the first place? Also, what is the purpose of the sequence? To automate tasks and reminders? If so, perhaps you can use a workflow instead. In Planning. HubSpot Product Team. Manual emails => a task to send an email. We don't grab everyone's email at first. Click the name of a workflow. As of now, the only way I know to add contacts to a static list is to go to their contact profile>Manage list memberships>add to a new list. We use cookies to make HubSpot's community a better place. Thank you for reaching out. In a contact-based workflow, you could then re-enroll contacts when this box is checked and use the "Enroll in a sequence" workflow action. To. In the upper right of the tab, use the search bar to search for the record. Find Automation > Sequences under Automation in your HubSpot account. 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. Prior to this update, we could only track emails individually, so we couldn't know the open/click. HubSpot interprets 'is known' as 'has changed', too, so an additional enrollment will increase the number and HubSpot will trigger re. The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here. However an email is required to enroll a contact in a sequence. But, customer support said once you re-enroll them they start back at email #1. Click the name of the contact. Surprised it's not intuitive to enroll a Contact from their record. ) Alternatively, if you want companies who have neve. Filter by List membership: Contact is member of static list AND Contact is not a member of active list As you start enrolling co. To set up sequence enrollment in a workflow: In your HubSpot account, navigate to Automation > Workflows. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. Contact Access - Permissions. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. Enroll contacts in a sequence without an email address. It's essential to. As far as I know, we can only suppress contacts by Now in Sequence is equal to True (available as an active list filter) – but not by specific sequences. In your HubSpot account, navigate to Automation > Sequences. Step 1: Access Sequences: In HubSpot, navigate to Automation > Sequence. Company-Based Workflow. With the workflow, as long as the desired contacts are in a list, you can use that. . Assign all contacts imported or included in the sequence a value (title of sequence) for that property. We offer HubSpot support, email ma. To enroll contacts automatically, you can use a workflow (requires an Enterprise subscription). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The 150 limit was created to encourage the practice of. You can only enroll contacts from the contact's record or select up to 50. Hover over the name of the sequence you want to edit and click Edit or click Create Sequence to create a new sequence. In your HubSpot account, navigate to Automation > Workflows. You can simply add the criterion "AND Now in sequence it not equal to True". Workflow events will be listed in descending order, with the initial enrollment at the top. In your HubSpot account, navigate to Automation > Workflows. Agreed with all of the above, but I'd also like to be able to create a new deal associated with a contact based on their sequence enrollment. Here's how: Click Automation and select Workflows. . " Click "and" to select the same workflow, then select "has not met the goal. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Attachments to sequences. The goal of this feature request is to get attachments added to emails that are apart of a sequence. We are a team of HubSpot experts. Seems a bit strange that you can't just edit the sequence given that we have that capability when sending a marketing email. However, there is a problem! You can only send out 1K emails per day per sales role. Hi @A_Walters,. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Sometimes we get a call back from the prospect and do a discovery. Last sequence enrolled date: the date the contact was enrolled into a sequence. This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. 4. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. We use cookies to make HubSpot's community a better place. For example I may want to enroll everyone at company x with 50 employees. We use cookies to make HubSpot's community a better place. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. Hi , This feature is unfortunately not as sophisticated as it may seem. In this video, we explain how to use sequences in HubSpot. Thought I'd add: You can do this if you connect your colleague's email inbox to your user in your email settings (it can be connected to both your and their user, and won't affect other tools like calendar sync as far as I'm aware). Enroll contacts and run your sequence. This would save users such as myself and other teams potentially hours of individual enrollment. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. We use cookies to make HubSpot's community a better place. Does anyone know if there is a way to limit the visibility of a. . We use cookies to make HubSpot's community a better place. Hubspot, there must be a way in which you can expodite development on a small function such as mass sequence enrollment. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Under status, select Sequence Ended, no response to generate a list. Contacts can then be unenrolled from that sequence automatically. If you are not sure which enrollment triggers to use, check out this guide from the. What otherwise should take maybe 9 seconds takes several minutes to hours complete, depending on how many contacts are being worked with. Not in the Actions dropdown, nor can I add it as a card or a property. Hi @emclean . Hi @DTaylorNTI,. enr. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Allow cookies. 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). Go to Contacts > Lists > Create Active List > Add Filter . SteveHTM. Just head to the Sequences tab in HubSpot, find the Sequences where the. In the left panel, select the when an event occurs. HubSpot will only allow one object to be rotated at a. When you create a HubSpot Zap, you'll be asked to log in to your HubSpot account (unless you are already logged in). . This limitation is insane. Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn't reply into the second sequence?Hello @Louie,. Last sequence enrolled date: the date the contact was enrolled into a sequence. And from there, you can decide if you want to only see contacts that have been enrolled, completed the workflow, is currently active, etc, etc. Step 3: Choose Contacts: Choose the contacts you want to include in the sequence. Use sequences properties and activity as Contact filters in List and Workflows. Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. I typically like to end my sequence with a task to update the notes on the contact record. There is also no way to unenroll all and then re-enroll them to reflect the changes I made to my sequence. Set up the trigger, then click Apply filter. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record only when the Contact owner property has a value. For the next step, you're going to select the contacts that you'd like to enroll in the sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. After the convo, we usually change the leadstatus. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment 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. " Click "and" to select the same workflow, then select "has not met the goal. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. Reports A Fundamental Change in the Sequences Tool. Have a lovel. You can also use workflow actions from connected apps . Click the name of your sequence. In the right panel, view the record's workflow history. Read more about what criteria you can select for your A/B test. Any delay that may be set on your first Workflow step will be ignored. When you are in the enrollment pop-up box click on the drop-down labeled "start at" next to the time zone drop down. Our sa. ; Academy Certification Courses ONE collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools other strategy. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. This allows you to filter for status "Sequence ended, no response", which will bring up all contacts who've fallen out at the far end of the. 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. You can get an idea about the exam format and prepare for it. A sidebar menu will appear, allowing you to search for different contacts to add to the sequence enrollment. Use bulk enroll for specific use-cases, not for prospecting. In your HubSpot account, click Automation in the main menu and choose Workflows. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. ; Classrooms Education Schedule in-person training for a hands-on. Click the name of a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. In the left sidebar, click Unenrollment and suppression. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. An 'Enroll in sequence' action and an `Unenroll from sequence` action. In the dialogue box, hover over the sequence and click select. This article will talk about Sequences and everything it has to offer. We use cookies to make HubSpot's community a better place. By using this date filter, you could exclude contacts from your enrollment list that were in a sequence recently. Once you've navigated to contacts > lists > create list, select the "workflows" filter. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 98 Upvotes. For example: Active list of leads that have been enrolled in less than 4 sequences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Provide Professional tier customers with the. This would allow us to track a sequence as a whole. It would be great if HubSpot could then add an "export this list" or "add to list". If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. After you have that list, you can then bulk enroll the contacts into the sequence using the checkbox and enroll in sequence option. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. ; As you can see, a Sales Hub. In the upper right, click Add report, then select From the report library. Hi , You should enroll from a third list or a filtered view on the contact index page (Menu > Contacts > Contacts) by clicking Advanced filters above the contact table. You queue up a bunch of emails, personalize them all at once, and send them off. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. We use cookies to make HubSpot's community a better place. Hi , This is, as far as I know, not possible from within the existing sequence. Once the contact completed Sequence 1, the task was created. " Click "and" one more time to select "has completed workflow. Select a contact to enrol and click the email icon in the left panel. This metric reflects whether the email content or the. 3. ReportsA Fundamental Change in the Sequences Tool. Contacts can also be enrolled in only one sequence at a time, so you wouldn't be able to break up these actions between sequences. Bulk add contacts to list & bulk enroll contacts in sequence. Atleast you can give upto 300 to 500 so at one sequence we can trigger one or two set of our list. When this is turned off, users can only enroll one contact at a time. what criteria are you trying to use to build the list? Just about every sequence property is available, so I'm curious what's missing? Also, if you want to reach the product team, you'll need to share your idea in the Ideas Discussion. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Any changes you make now don't affect them anymore. It would be so helpful if we could bulk enroll contacts from the general contact view, rather than having to place them into a list in order to bulk enroll them into a workflow!11 If you enroll a person in a Sequence, what happens when they respond? 12 When making a call from HubSpot CRM,. 5. We have hundreds of new potential clients a week. Example: If an account's daily send limit is 500, then a Super Admin can enroll at least 100 but no more than 200 contacts in a sequence at one time. Then, click on Create sequence. In the dialog box, click Yes. Update the email in the scheduled section of the sequence (this is good if you only need to update for a few contacts – which you seem to already be aware of)Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. Hi @keriestewart @SimonRevDeBug @JH21 and @BSchwartz ! At this time it is not currently possible to bulk unenroll contacts from a Sequence. (This is preset. In the dialog box, click Yes. I want to measure the response time of incoming leads. It seems like an easy step to add "Assign task to" and be allowed to select "Contact Owner" directly in the sequence. I'd like to execute a sequence we've. (Knowledge base: Enroll and unenroll contacts in sequences using workflows)In the workflow editor, click Set up triggers. In the dialogue box, hover over the sequence and click select. My recommendation would be connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this. ----------- This is now in. If they meet the reenrollment criteria but no longer meet the starting conditions, the contact will not be reenrolled. . A playbook can include all of the following EXCEPT: Videos and images. One of the nicest features of Hubspot's Sales Sequences tool is that you can. The workflow is not turned on. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Oct 22, 2021 3:56 PM. It sounds like the new companies were uploaded manually, so maybe use create date and offline source, unless there's something else that would identify them. This is now available in Sequences. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). You could enroll contacts into this list based on their list membership. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. 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 one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then contacts will not enroll into your workflow. Providing a precise name will be helpful when referencing lists in. To further refine your trigger, click Add refinement filters. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. 4. If the option is turned on, the HubSpot will enroll any contact that. 1. Published: September 16, 2020. In the upper right, click Create workflow button and choose From scratch option. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. For these contacts we still want to enroll them in a "call only" sequence. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. To trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". Please note: only users with a paid Sales Hub or Service Hub Enterprise seat and connected personal inbox can be selected as the sequence sender. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Finally, you will be asked to give Zapier permission to access your account. The value that this feature request adds is that it will get more people to interact with your emails. If you go in to Automation > Sequences and click on the sequence in question you can see reports for all enrollments for all time, or set a date range. A little late, but in case you hadn't figured it out yet, you can enroll multiple contacts into a sequence by: A) creating a list of all pertinent contacts and enrolling that list into the sequence, or. On the Manage tab, you can compare how your sequences are performing by reviewing the. We use cookies to make HubSpot's community a better place. I would recommend posting this request on our HubSpot Ideas Forum here, if this is a feature you would like to be implemented! In the top left of the workflow editor, click Details. What is the fix for this? Hello, I have recently aquired some additional email addresses for an existing contract on HubSpot which already has a primary email address. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Have the contacts been enrolled into the sequence by yourself? Also, please note that o nce the contact's enrollment resumes, the sequence will start. November 16, 2018 01:12 PM. Select a contact to enrol and click the email icon in the left panel. Hover over the workflow, then click Edit. Click on the “Create Sequence” button. In this way, Sequences has always been like a personal. e. Thanks Hubspot!)Pick a timeframe; Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. From making an ecommerce purchase to ones listed. If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. You can also select list membership for an associated object. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This one is similar to the suppression list, except that goal lists serve a different purpose. 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. Schedule a sequence to begin on a specific day & time. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Again, I encourage you to upvote the idea. In the upper right, click Create list. Hello @Chloe45,. Hover over an event for the record, then click Unenroll. To create an effective email sequence, you'll need a few tools to get started:Unenrolling 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. Simply click. Placeholder Sequence Workflows. You can review, subscribe, or unsubscribe contacts manually from their contact record: In your HubSpot account, navigate to Contacts > Contacts.