After a lead submits their email through a form, it’s time to welcome them to the business by sending them content that would interest them. Not in the Actions dropdown, nor can I add it as a card or a property. In your HubSpot account, navigate to Automation > Workflows. This is a contact property. In the upper right of the tab, use the search bar to search for the record. sales, and services processes in HubSpot. Nov 8, 2022 6:27 PM. Here's a screenshot of the recommended Workflow setup for doing this when I called into HubSpot:. Hi @smk & @Kraysler_AN ,. 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. When a contact is unenrolled, the sequence enrollment and performance data is not affected. Search for Lead status in the search bar and click Lead status to edit the property . Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. I'd like to execute a sequence we've. Workflows enroll records and execute actions step by step. In Planning. In this way, Sequences has always been like a personal. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. The 100% accurate option would be building a list of contacts where Last sequence enrolled is any of [sequence ID]. We would like to show you a description here but the site won’t allow us. Select a property, set your criteria, then click Apply filter. A help article with email best practices opens in a new window. Cannot Enroll Sequence to Workflow. . Sequences cannot be sent on behalf of someone else. The contacts have finished and left the sequence. . To see the. To create an if/then branch, click the + plus icon to add a new action, then in the right panel, select If/then branch. This means that the ticket would only be re-opened 1 time, but some of our customers will reply back and forth at least 3-4 times, and the workflow wouldn. If I do, then yes, this is expected behavior. Click the dropdown menu to select a HubSpot user in your account, select the {{ owner. This article explains the contact property. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. Design and build your site with a flexible CMS and top-tier hosting. In the right panel, enter the details of your email. Workflows have automatic and manual enrollment. After you choose the template, click on Create Sequence to start with sequences and. Step 4: Scroll to the bottom of the right sidebar and select the four (4) Aloware Actions. I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric/text. 2. Configure authorization. 3. You can use SureTriggers to automate repetitive operations, reduce manual errors, and increase team productivity. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed. To preview a template, click the Preview tab in the right panel. View the logged email in HubSpot. Enroll contacts in HubSpot sequences directly from Office 365. Currently, we only have the option of Sequence, Sender (someone with a paid Sales seat) & Email Address. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. It would be great if we can revise this so that the process of enrolling contacts will be more efficient and less time-consuming. To enroll in the Sequence tool. Prospecting emails are also sometimes referred to as "cold. This will enable users to change the send dates and times of emails after a contact has been enrolled. HubSpot Updates. You could change the email for a specific contact or change the template and unenroll the contacts, then re-enrolling them. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. And now, Sequences allows you to schedule the exact day & time a sequence will begin for a prospect. I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. It would be great if HubSpot could then add an "export this list" or "add to list". Click the name of the contact for which you want to export data. Once the contact completed Sequence 1, the task was created. Did the contact unsubscribed to all subscription types of email before it was enrolled in the sequence of it was while he was enrolled?. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. 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". So it basically puts companies in the list that are enrolled in. You have to unenroll everyone. Sequences currently don't allow for contacts to be enrolled without having an email address for the contact. For example, as you are setting up your sequence, you. In your HubSpot account, navigate to Automation > Workflows. We use cookies to make HubSpot's community a better place. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. I'd like to execute a sequence we've. Enrolling contacts into a sequence doesn't have to be painful. It tests your knowledge of inbound best practices and your ability to apply those practices using HubSpot to achieve measurable results. Cannot Enroll Sequence to Workflow. Automatic unenrollment Contacts will be unenrolled from a sequence automatically when any one of the following occurs: The contact replies to one of the. Feel free to reach out if any questions! Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, quotes, and tickets. Keep also in mind that sequences have automatic unenrollment. But, customer support said once you re-enroll them they start back at email #1. Hi Thank you for reaching out. Automatically enroll contacts in a sequence. Sequences are manually enrolled and can be sent to a max of 150 people per day. Depending on the type of. 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. Consider this integration a goodbye to messages. Hi @Jenny26,. 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. Click to enlarge. It's sorted by most recent. There are really two parts to the discussion. You have the different possibilities in this article. 42 this chart makes sense. In the right panel, select the Send email action. Without access to a Professional or Enterprise subscription, I'd recommend creating a template the HubSpot Sales chrome extension so that you can quickly insert the same email copy for each of those 30+ contacts –. This would be fast but not 100% accurate. SarahMayo1. You can enroll contacts in sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or using workflows. This would only work going forward, not historically. Then, click on Create sequence. Enroll Contacts in Multiple Sequences. . Batch prospecting sessions for two to three hours at a time and take a quick five-minute break between each hour. Click the sequence name. I think there’s a strong case to provide programatic access to enrolling a contact into a sequence. The alternative is to unenroll everyone, create a new sequence without the first email, then enroll everyone in that. Hi @DTaylorNTI,. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. Seems like you have to be in list view - but if I'm in a Contact Record and the need to add to a sequence gets the better of me, then why not? Is it hiding somewhere?Currently, I have to select the first Template in a Sequence, send it, then make a task reminder to enroll the contact in the Sequence when I am back on the desktop version. In the right panel, select Custom code. Assigning leads to your sales team when they are added to your contact database. If they've accepted the website cookies, you could then enroll the contacts based on the visit of a specific page and automatically create the deal record. You said you wanted to close tickets after a certain time, that's what this is. Try Webflow for free. The sequence alerts you that they have responded. Hi , The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here. Click + Create new email. ) Alternatively, if you want companies who have neve. HubSpot automatically personalizes the email for you. ----- This is now in public beta! Feb 28, 2020 6:30 AM Pretty confused as to why this isn't available, I'd assumed this was a basic functionality of the sales / marketing tools to be able to auto enroll contacts that had submitted forms into a nurture email flow. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. In the left sidebar menu, select the Unassigned view, then click an unassigned conversation to open it. But the issue is as follows. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. Save your sales emails from becoming impersonal. Learn how to create Blank contact-based. In the right panel, select the checkboxes next to the name of the. A strategy that focuses on using a software program to easily store and source a contact's information, including their name, contact history, email information, and more. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article . Sequences are designed to stop once a contact replies or books a meeting with you via a HubSpot meeting link. HubSpot Marketing Software Certification Answers, this certification demonstrates your proficiency in the theory and practice of inbound. We use cookies to make HubSpot's community a better place. We’ve collected some standout welcome message series examples that include confirmation messages, thank you emails, and offer templates to help you with your customer onboarding process from start to finish — and make a great impression along the way. Let me know if you ha. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. Hi , I hope I'm understanding you correctly, thank you for the detailed post. In the upper right, click Visit App Marketplace. These template models can also be edited, HubSpot makes a test of each template. In the left panel, click the Actions dropdown menu, then select Merge. 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? If we can't connect, we enroll the prospect in an email sequence. Connect now!When you configure a payment link or quote to collect recurring payments using HubSpot payments, HubSpot tracks these recurring payments through a subscription record in the CRM. Cookies help to provide a more personalized experience and relevant. 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) Enroll contacts in a sequence without an email address. Super Admins with a Sales Pro seat should be allowed to enroll at a minimum, at least 10% of contacts based on their daliy send limit. In the workflow that you want to trigger a sequence, click the + icon. The lead enters my workflow. You can also automatically create follow-up tasks as part of the sequence so you never miss an opportunity to connect with a lead. In the email composer window, click the From dropdown menu and select the alias. Looking to send follow-up emails to new prospects via the form on your website? With this Zapier integration, any time a new HubSpot Form response is submitted, the email address will be automatically enrolled in a Gmelius sequence. English English Español Português Français You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. 2. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. eg; when contact property is set to 'X' trigger sequence 'Y' This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. ) Best regards! Hi , Currently it's not possible to auto-enroll contacts into sequences. Hi @emclean . When we enroll prospects in our sequences, they go through the sequence and. Enrollment . Thanks Hubspot!)This is set automatically by HubSpot based on the latest date of the activities in the record. Have you considered working (filtering / sorting) with any of the default properties below? Last contacted: the last d. Obviously, there are a lot of ways this could go wrong. HubSpot will enroll all selected contacts, streamlining the process for efficient communication. Kyle Jepson. Since sometimes the contact owner and SDR owner are kind of messy and not accurate. thank alot Now my account is not an Enterprise account or an Enterprise trial. This is a contact property. You're simply using another infrastructure to send the emails and that affects deliverability. The first and only action in this workflow would then be the "Set property value" action. . The sequence alerts you that they have responded. You can access the sequence ID by look at the sequence URL:. The bulk of portals fall around 3-5 subscription types, with very few (comparatively) having 10+ active subscription types. This is now available in Sequences. 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. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. The first and only action in this workflow would then be the "Set property value" act. Hi there, We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. Soft bounce: indicates a temporary problem with the recipients server, or another temporary technical problem. You could, in addition, create a workflow that looks at anyone in your database who had previously been enrolled in the original sequence to automatically get enrolled in the new sequence so you don't have to individually select those that would need to get enrolled - The workflow would do that part for you. Click the name of an existing workflow or create a new contact-based workflow. Some examples of Blank workflows are: Sending a follow-up email after contacts submit a form. Currently it's not possible to auto-enroll contacts into sequences. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. Under Manage, select Connected apps. Hi @emclean . And you can't use a Workflow because you can't add the action to enroll in a sequence without Enterprise. Generally, yes, you can send marketing emails to contacts that you would otherwise enroll in a sequence. 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. Hello everyone, I need some help I regularly use the sequences to suggest making an appointment with my online agenda. Click contacts Personalize to use personalization to pull in a name stored as a property on the contact. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. I was thinking if this would be possible via a workflow i. 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. This way you only keep your most important lists while getting rid of others. Learn more about event triggers. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Click on Create Sequence. In the editor, click a rich text module to insert a. 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. Email 4: Follow-up Email. Select the HubSpot account that you want to connect. The sequence alerts you that they have responded. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Check out this guide on how to unenroll. Create a public app. Re-enrollment isn't possible in Ticket Workflows, as you can see in my screenshot. Unless specified, there are no further conditions to this. Click the sequence name. So our choices are manual enrollment or no delay, essentially. As a next step, in the workflow Settings > Unenrollment and suppression > When a contact no longer meets. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Here are two ways to manually enroll contacts into a sequence on HubSpot. I would love the ability to auto trigger specific sequences whenever a deal moves into a different stage. To set up automation for your email: In your HubSpot account, navigate to Marketing > Email. AND/OR, optionally, or if the exec skips/delays an auto-triggered sequence, a list of auto-triggered sequences should be available for review. 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. I have also set up Contact lists for each of these two options based on them having filled out this form. g. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Seems a bit strange that you can't just edit the sequence given that we have that capability when sending a marketing email. Hi , This is, as far as I know, not possible from within the existing sequence. Understand and get started with HubSpot sequences' best practices. Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits you can send per day? 500 or 1000 depending on having Enterprise ou Professional - might it be the sequence setup? - does your sequence include tas. Click the name of your contact-based workflow. Try Webflow for as long as you like with our free Starter plan. What is the definition of contact management? Click the card to flip 👆. Use sequences properties and activity as Contact filters in List and Workflows. The following templates have 60% or higher open rates, 8% or higher click-through rates, and 30% or higher response. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. In your HubSpot account, navigate to Automation > Sequences. Hi Thank you for reaching out. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. CRM & Sales Marketing. Commit annually. Surprised it's not intuitive to enroll a Contact from their record. This feature would be so useful. A Soft Bounce is a temporary failure. Jun 9, 2017 3:24 PM Delivered sjudson Jul 31, 2017 3:12 PM This is now available in Sequences. . We are finding the sequence email tool helpful for quote follow up activity. Enter your sequence’s name and click the “Create” button. Use sequences properties and activity as Contact filters in List and Workflows. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. We use cookies to make HubSpot's community a better place. On the Manage tab, you can compare how your sequences are performing by reviewing the. ----- This is now in public beta! Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Would be great if HubSpot would supply an "unenroll" action similar to the "enroll" action, but it seems they prefer to squeeze their customers through more and mo. because it is about Outlook not Gmail. What doesn't exist now: Ability to filter for "Enrolled by X User" (or use as a workflow trigger) Use Case: Specifically in this use cause, set ownership and other properties through a workflow based on when a particular user or team enrolls a contact into a sequence. If your subscription says Marketing Contacts, you can use marketing contacts. You could however bulk enroll up to 50 contacts in a sequence by following these steps . automatically do this!Adding this as a re-enrollment trigger should to the trick: Unenrollment criteria actually do not play a role here. In the dialog box, you can also:HubSpot Marketing Software Certification Answers. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Thanks Hubspot!) This is set automatically by HubSpot based on the latest date of the activities in the record. Kyle Jepson. Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. 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. Create a simple workflow in the email editor. Here are two ways to manually enroll contacts into a sequence on HubSpot. Let me know if you have any questions! You can help others find this information by accepting this as a solution. Feature Release: Automated Sequence Enrollment. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. e. 1) To limit the amount of emails sent from a sequence. As a result, emails and tasks execute when you need them to. 6. ----- This is now in public beta! 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). if they go to our website and submit a form they are still enrolled. . To open an existing saved view, click + Add view to the right of your tabs, then select a view from the dropdown menu. 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. English English Español Português FrançaisStep 3; Add a HubSpot Enrollment Trigger, and click the + icon to add an action. We use cookies to make HubSpot's community a better place. So here goes. It's probably not the. The Calendly integration with HubSpot eliminates manual data entry, automatically syncing critical customer meeting details and ensuring teams always have access to real-time data. Can you confirm if you have an Enterprise account or an Enterprise trial? Than. Click the Contact enrollment trigger box. For example I may want to enroll everyone at company x with 50 employees. List 1: Company is associated with contact where Now in sequence is True List 2: Company is not in list 1 (List 2 would show all companies that do not have at least 1 contact in a sequence. An email sent through a task would not be a sequence email, it would be a single one-to-one email created through a sequence. You queue up a bunch of emails, personalize them all at once, and send them off. add a scheduling page to your chat profile. Enable mass enrollment in sequences. But be careful, you may not want to enroll multiple contacts in the same Sequence. Connect to HubSpot. I think it would be great to continue running a sequence even after a client replies. Granular reporting for sales sequences. In the left panel, select [object]-based to select your workflow object type. . Hi , This is now possible using contact-based workflows, available in Enterprise. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically. New to HubSpot and trying to see what's going on with your sequences? We've seen many HubSpot users struggle when tracking down viewing criteria for contacts. Solved: Can teach me how to add "Enroll a sequence" to external communication hubspot Discussions. Hi , thank you reaching out to the Community and for posting about this feature update. Reply. Some of these are: The Sequence tool An individual contact's record Contacts index. The time has come. It would be nice to auto-enroll leads into sequences like you can for workflows. Hi all, Is there any ways that we can apply filters to know which contacts that I myself contacted via either email, call, or even sequence. ) Best regards!Thaanks for the reply! Really hoping you are wrong but will have to make do. 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. ; You can create a playbook from scratch, or choose a Sales playbook or Service playbook template. Enroll contacts into a sequence right in Outlook window. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. Select your action: Send simple message. Here are instructions to enroll multiple contacts in Sequences. There are 75. The workflow is not turned on. Task 3: Change Lead Status. select "Yes, remove them from this workflow". Use contact-based workflows to automate sequence enrollment and unenrollment. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. Hi @A_Walters,. You would have to check where a contact left the sequence and manually re-add them where they left: (Don't shoot the messenger. Place text above your form fields (not below or to the side). For example, if you have a 3-day delay on your first Workflow step and you set. Being able to choose when your sequence will start lets you enroll prospects. In the left panel, select a filter type. Out of the box, without custom development, workflows do not have any cap / throttling features. In the left panel, click the Email icon email. In the upper left, click the Enrollments tab. HubSpot will still use your email signature, not theirs. A user with the Bulk. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. The email in the sequence after I changed it and added "Just adding some extra text to see if it shows up" to the template. Jul 24, 2018 10:06 AM. Allow cookies. It works perfectly. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Thank you!. Forms are a core part of the HubSpot suite, and can be created in a HubSpot account of any subscription. We'll probably go ahead w/o the delay but we'd prefer to add a 30 minute-delay to make it auto-enrollment seem more human. Contacts can then be unenrolled from that sequence automatically or manually. . The new updated sequence will only be updated for folks that are newly enrolled. There are a few things you can do here: 1. Then once I completed the task, the test contact was enrolled into the workflow and then automatically enrolled into the next sequence. Basically, with HubSpot workflow, you can create personalized marketing emails which can further be saved for automation. It would be a great idea to have the ability to create a Sequence with "Call tasks" and/or "Linkedin tasks" that we can th. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. Set up the trigger, then click Apply filter. Task 4: Analyze Sequence. Problem: I work with multiple clients. 1. contact:. Includes 5 paid users. . An 'Enroll in sequence' action and an `Unenroll from sequence` action. Access Your Properties in HubSpot. Hi , Thanks for the ping. That contact was unenrolled automatically and I replied to him. This is mentioned in this knowledge base article. I'd like to execute a sequence we've. My solution so far: 1. Click the name of the email. Is this a known issue?In it, it is stated that "when you pause a sequence, only emails and tasks scheduled for the contacts that you enrolled will be paused. Offer email subscription. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. He replies. 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. This feature request is for teams that use the bulk enroll feature in workflow automation and want to have the sender of the email sequence be the owner of the contact. Jan 25, 2018 10:16 PM. Keep also in mind that sequences have automatic unenrollment. Hubspot auto creates a ticket when a new email comes in. Click the Health tab. . Use sequences properties and activity as Contact filters in List and Workflows. Then I wouldn't need to manually enroll each individual person in the deal into the sequences, and could keep the sales process moving along easily. On top of importing contacts, the object ID is also key to identifying duplicate records since HubSpot uses a record's unique object ID to compare with existing records. The HubSpot team launched a new feature that allows Sales Hub Enterprise customers to enroll and. LAND MORE MEETINGS. I am in agreement with you that the way it's being done now is correct. Hope that helps. We will continue to retry delivering the message for up to 72 hours or until a definitive failure message (Hard Bounce) is received. exe installer to install the add-on successfully. All you have to do is start your sequence and add the Prospects to the. Enroll in HubSpot Academy. Click the + plus icon. Check your inbox connection within HubSpot and your email client. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. To add a new ticket status:In the workflow editor, click the plus icon + to add a workflow action. Feb 28, 2020 6:30 AM Pretty confused as to why this isn't available, I'd assumed this was a basic functionality of the sales / marketing tools to be able to auto. After the convo, we usually change the leadstatus. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. At the top of the sequence summary page, use the filters to. A HubSpot sequence is an automated task that you can use to send a series of sales emails,. To do this, insert an email task into the. Hi there, It would be great to have a filter that can show the number of automated step a contact is at when enrolled in a sequence. 2) When sending an email to a contact, selecting an option to "follow-up" with a sequence. However, once I have the additional email addres. g. . The most effective way of assigning personas is using workflows.