12/15/2023 0 Comments Sequences hubspotWhen a sequence is paused during a delay, the sequence will wait out the remainder of the delay before the next step executes. Two days later, the next step will execute. For example, if there was a two-day delay before the next step, the delay will start when the sequence resumes. Once the contact's enrollment resumes, the sequence will start again where it left off. In the top right, in the alert above the contact's avatar, click Pause or Resume.Click the name of the contact enrolled in the sequence.You pause an individual contact's sequence enrollment from the contact's record: Note: Once you unenroll the contact, and re-enroll it, by default the sequence will start from the first step, however you can manually change the step of the sequence from where to start. To manually unenroll contacts, click on the contact profile, and on the top left side (above the contact name), there is an option to unenroll contact. Then, in workflow options select unenroll from the sequence. In the trigger of the workflow, add the action after which the contact can be unenrolled. If we need to automate some special conditions to unenroll contacts from the sequence we can even do that using HubSpot Workflows. Source: HubSpot 3.2 Automatic Unenrollment Using Workflows Also, contacts can automatically unenroll if they view a particular page or fill out a form. Already enrolled contacts will need to be unenrolled and then re-enrolled to go through the updated sequence steps.Ĭontacts can be unenrolled from the sequence automatically if they reply to an email, or book a meeting. To re-order the steps in the sequence, in the top corner, click the Actions dropdown menu and select Move up or Move down.Ĭhanges to the order of the steps, delays, templates, and tasks will only apply to contacts who are enrolled in the sequence after saving your changes. You can edit your sequence templates, update the tasks included in your sequence, and adjust your sequence settings. For example, whenever a contact becomes a customer, you can automatically enroll them in a sequence. You can automate sequence enrollment and unenrollment based on different trigger criteria. Hubspot automatically enrolls contacts in sequence using workflows.
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