enroll list in sequence hubspot. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. enroll list in sequence hubspot

 
When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequenceenroll list in sequence hubspot Hi , This can be achieved with an additional list

Task 3: Change Lead Status. Learn more about event triggers. " Once this is saved and processed, the list. Hope that helps. There is also no way to unenroll all and then re-enroll them to reflect the changes I made to my sequence. Instead its a long, manual process of identifying these particular contacts. Here are some details going into the weeds a bit (in case this also helps!): To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. 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. One of mine looks like this,. English English Español Português FrançaisThis video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. In Planning. I'd like to execute a sequence we've. Enrollment Trigger: Contact Property "Now in Sequence" is known. Feels like a bit on the nose that the ability to automate adding to a sequence is restricted to Enterprise sales hub – seems like a pretty core function of automation that was initially missing, not an enterprise feature to me. I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. If you create a single email sequence, they can navigate to a list or Contact view in HubSpot and bulk-select records to enroll in the sequence. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. In your HubSpot account, navigate to Automation > Workflows. Create a list with the following critea: Now in Sequence is equal to true. Enroll in HubSpot Academy. If the record was created, it would enroll into the same workflow. Not in the Actions dropdown, nor can I add it as a card or a property. Step 9: Enroll Contacts in the Sequence: Go to the contact’s record or task where you want to set up the reminder. Last sequence enrolled date: the date the contact was enrolled into a sequence. In the workflow editor, click Set up triggers. In the upper left, click the Manage tab. So is there any way via API or. Please, Please, PLEASE, update Hubspot to be able to mass remove companies/groups of contacts from a sequence. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. In the left panel, select Ticket-based to enroll your workflow for tickets. 3. Cookies help to provide a more personalized experience and relevant advertising for. Enroll contacts and run your sequence. 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. I agree, such a simple feature. Here's a screenshot of a test sequence, task and workflow I created. To set up sequence enrollment in a workflow: In your HubSpot account, navigate to Automation > Workflows. In doing so I give them access to see their outreach efforts. This tool is often confused with the platform’s workflows tool,. If you want to trigger email sends in HubSpot to non-marketing contacts, you could use a workflow to enroll these contacts, set the marketing status and then send the email right after. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. 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. The value that this feature request adds is that it will get more people to interact with your emails. Let’s say, a lead booked a meeting but didn't show up. For as long as Sequences has been around, it’s primarily been an email automation tool. Workable, but not ideal. 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. 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. With their next open, they re-enter the list. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Hope this helps. You could enroll contacts into this list based on their list membership. The difference between an Active list and a Static list is that an Active list will be dynamically updated. How do I enroll contacts in HubSpot workflow? In your HubSpot account, navigate to Contacts > Contacts. Click the name of a workflow. If you select more than one reenrollment criterion, then each of those. You can enroll multiple contacts in Sequences but be careful: the user experience and deliverability can be diminished. Kyle Jepson. This would only work going forward, not historically. Our sa. 1. I believe you c. In your HubSpot account, click Automation in the main menu and choose Workflows. September 11, 2023 09:20 AM. If you want to send an email to a secondary email address, you'll have toIt is now possible to bulk unenroll contacts from a 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. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. I'm using a sequence to reach out to users. In addition to the default "booked meeting/replied to sales email" Sequence unenrollment triggers that are already in place, if HubSpot added the feature of "presence in a Marketing List" for Sequence unenrollment then that would cover pretty much every possible unenrollment use case. Manage subscriptions of individual contacts. I'd recommend requesting this from the HubSpot product team in the HubSpot Ideas section of the community:. I'd like to execute a sequence we've. Learn more about reporting on sequences. We are unable to identify an email for every contact. This way is possible to select up to 50 contacts to enroll in bulk. One of the nicest features of Hubspot's Sales Sequences tool is that you can. In which case, you can build a list of contacts who have completed specific workflows in the list builder. The 150 limit was created to encourage the practice of. On the Manage tab, you can compare how your sequences are performing by reviewing the. 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. I'd like to execute a sequence we've. If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It's probably not the. There it can be accomplished with a contact-based workflow. . Third, turned on my zap. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. In the upper right, click Add report, then select From the report library. Once you start enrolling contacts in yo. English English Español Português Français This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. 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. This is the date a user enrolled a contact in a sequence, not necessarily the date of the. Provide Professional tier customers with the. " Once this is saved and processed, the list. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. " Click "and" to select the same workflow, then select "has not met the goal. Hi Thank you for reaching out. Currently I'd have to go through the enrollment process 50 times. 2. 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. Replies per enroll: percent of enrolled contacts who replied at least once to any email sent from the sequence. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Hi , There is a filter which you can use in active lists called 'Now in Sequence' (under Contact properties ). Proceed to select the type of workflow you want to create. Scroll down to HubSpot Asset Membership and Enrollment > Click on Workflow Enrollment and then choose your workflow. You can only enroll contacts from the contact's record or select up to 50. One way to bypass this re-enrollment limitation is to enroll contacts via list membership. Click on Create Sequence. 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. 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. Choose the enrollment criteria for the workflow. Enrol in Workflow B, the no further action; or Is the user enrolled in Workflow B, but continues along with any further Actions within Workflow A, then happen afterwards i. glencornell HubSpot Product Team March 04, 2020 05:37 AM Hi Community! We've released a number of updates to sequences on March 3rd, including the ability to. Like a set, it has members (sometimes called words or phrases). It would be great if HubSpot could then add an "export this list" or "add to list". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This would only work going forward, not historically. 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. 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. What otherwise should take maybe 9 seconds takes several minutes to hours complete, depending on how many contacts are being worked with. Step 3: Choose Contacts: Choose the contacts you want to include in the sequence. Again, I encourage you to upvote the idea. Sep 22, 2022 9:48 AM. In the workflow editor, click the + plus icon. Until HubSpot creates more options, you would either have to: suppress all contacts who are currently in a sequence from your regular or automated emails orThanks Karsten! Using this as my re-enrollment trigger worked! I now realise that my workflow will re-enroll based this criteria (whilst also checking that the sequence matches the one defined in my workflow). I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. And you can't use a Workflow because you can't add the action to enroll in a sequence without Enterprise. What we are trying to accomplish is attach the same characteristics across mulitple contacts so that I don't have to indivdually enroll each and everyone. For as long as Sequences has been around, it’s primarily been an email automation tool. In the upper right, click. In the top right of the. Set up the trigger, then click Apply filter. 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. HubSpot gives you a list of recommendations for improving your email. I just updated my sequence and there is no way to update those tasks for contacts already enrolled in the sequence. Contacts already met the workflow goal. There will still be a limit of 5 "automated emails" per sequence. How-to enroll and unenroll contacts in sequences using workflows in HubSpot. You can check each contact and, depending on your subscription, unbounce them (only supported in Professional and Enterprise. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. ----- This is now in public beta!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. 1. 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. Enroll contacts in a sequence without an email address. The sequence editor will open up and see a blank canvas. Hi @emclean . ‍From your HubSpot homepage, go to Automation, then to Workflows. November 16, 2018 01:12 PM. 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. click Enroll from a list. We use cookies to make HubSpot's community a better place. . Click on From scratch. Option 2: Create a custom property -. In the left panel, select Contact-based to create a list of contacts, Company-based to create a list of companies, or Deal-based to create a list of deals. This process is painstaking, going to three screens to add one contact to a static list. Prior to this update, we could only track emails individually, so we couldn't know the open/click. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. There is no way to turn this off. Hi , Currently it's not possible to auto-enroll contacts into sequences. Alternatively, you could explore. Obviously, there are a lot of ways this could go wrong. regardless of the rotation assignment counts for previously enrolled records. To set your criteria, select an option: is equal to any of: select the media from the dropdown menu. 3. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. Click the name of a contact-based workflow. Set up the trigger, then click Apply filter. Learn more about setting enrollment triggers in workflows. . 1. Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. SteveHTM. Click the name of the workflow to navigate to the workflow editor. However an email is required to enroll a contact in a sequence. Last sequence enrolled date: the date the contact was enrolled into a sequence. Schedule a sequence to begin on a specific day & time. You can bulk enroll a list to a sequence following these steps 1) Create the list 2) Go to contacts and then contacts again. At the very least, if I can create a list based on sequence enrollment, then I can create deals based on that list, however it'd be great not to have to go through the list step and, instead, create a deal. Written instructions. Hello @Chloe45,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. We offer HubSpot support, email. An 'Enroll in sequence' action and an `Unenroll from sequence` action. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). HubSpot Sequences tracks the performance of your sequence, so you can see how many contacts are. The sequence ID is the number that you'll see in the address bar of your browser when you navigate to a sequence (Menu > Automation > Sequences > Manage > click on sequence). You can enroll individual contacts from either their contact records or the sequence tool in HubSpot. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. HubSpot sales software certification answers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. What is the fix for this? Solved! Go to Solution. You can make this selection based on. A user with the Bulk. A contact or list of contacts can be enrolled in workflows manually as well. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. You'll see an orange 'Enroll contacts' button in the top right-hand corner. Deals can't be enrolled in sequences, only contacts can be. This queues up a series of automated emails that will be sent to them at a cadence that you set. . You can also use workflow actions from connected apps . Obviously, there are a lot of ways this could go wrong. 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. Thanks Hubspot!)Pick a timeframe; Select "enroll in a Workflow" from the drop-down menu; Choose your Workflow and press Send. Automating follow-ups. 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. The first sequence has 5 emails and associated tasks. Contacts cannot be enrolled in a workflow more than once at a time, so if a contact is already active in a workflow when they meet the reenrollment criteria, they will not be reenrolled again. The number of entries in the series determines its length (which could. This is set automatically by HubSpot based on the latest date of the activities in the record. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . On the workflow details page, click the Action logs tab or the Enrollment history tab. " As we mentioned before, this used to be the only way to enroll contacts into sales sequences. Use sequences properties and activity as Contact filters in List and Workflows. In this way, Sequences has always. We use cookies to make HubSpot's community a better place. As a next step, in the workflow Settings > Unenrollment and sup. You can access the sequence ID by look at the sequence URL:. Select the checkboxes next to the contacts you want to enroll. The first step of the Workflow will be sent on the day that is selected if the Contact does not respond. Sequences allows salespeople to send a series of targeted, timed emails to nurture a prospect over time. Filter by List membership: Contact is member of static list AND Contact is not a member of active list As you start enrolling co. This will be very useful. ) 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. In the enrollment trigger box, click the Set up triggers. Click the button. With Hubspot Sequences you create a series of sales activities and then enroll contacts into the sequences which executes the sales activities. Email 3: Social Proof + Invitation to Chat. Edit an active sequence in the sequence editor: changes to the order of the steps, delays, or templates and tasks will only apply to contacts who are enrolled in the. Currently, only 50 contacts can be selected and added to a static list or enrolled into a sequence at one time. To. 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. . Literally the use case is: - You have an onboarding questionnaire - 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 ->. HubSpot currently is logging ALL email communication to every active deal. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. In your HubSpot account, navigate to Reports > Dashboards. 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. " Click "and" one more time to select "has completed workflow. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 2. For the next step, you're going to select the contacts that you'd like to enroll in the sequence. . Select a contact to enrol and click the email icon in the left panel. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. This file contains all possible real exam questions with 100% correct and verified answers. Karsten, I have applied that filter to the active list and now have a static and active list. If we can't connect, we enroll the prospect in an email sequence. ; In the left panel, select When an event occurs or When filter criteria is met. 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. 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. 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. Simply click the sequence name. In the top right corner, click Create workflow . There are a few things you can do here: 1. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. Last sequence enrolled date: the date the contact was enrolled into a sequence. Enroll the contact in the sequence either manually or automatically based on. enr. You could however bulk enroll up to 50 contacts in a sequence by following these steps. Click the Delay type dropdown menu and select Set amount of time. 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. ; Classroom Training Planning in-person training to an hands-on and user. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. We are a team of HubSpot experts. Connect to HubSpot. Yes, you could pick any of the below contact properties and filter for ". Sales Hub Pro - Onboarding step 1 : Strong foundations. HubSpot Product Team. By the way, if you're referring to a marketing campaign and not personal outreach (sales), you can also build a list of those 30+ contacts, select a plain text email template, include the list and add your credentials as from name and from address in the settings tab of the email editor. 4. Literally the use case is: - You have an onboarding questionnaire. I agree, such a simple feature. 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. Click the name of the contact to enroll. You create a list for contacts where Recent sales email open date is less than 1 day ago, for example. 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. Users with Write permissions for lists can create lists. . Allow cookies. I want to measure the response time of incoming leads. Enter your sequence’s name and click the “Create” button. Contacts who have interacted with any of the selected media will be included in the list. ". . Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Placeholder Sequence Workflows. Import/Select your list of contacts. B) by going to Sequences, clicking on the specific sequence, and clicking "Enroll" at the top right and selecting "Enroll Multiple Contacts". 2. Set event enrollment triggers. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). Currently, only 50 contacts can be selected and added to a static list or enrolled into a sequence at one time. (Re-enrollment would work if the value in this property changed to another sequence in between. The plan is to have a sequence that emails out to a specified list of contacts. 2. I just don't see a way to do it unless I incorporate custom code, and not even sure where to start with that. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. 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. HubSpot is unable to view what caused this error, you can try re-enrolling. HubSpot Updates. Go to the sequence editor, click on the edit pencil icon and type a. I agree, such a simple feature. If you exceed this, then the sequence fails and doesn't send out the email. Receipents of emails are more likely. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. We have hundreds of new potential clients a week. Currently, when an inbox disconnects from HubSpot, the sequence bulk unenrolls everyone at whatever point the inbox disconnected. Click the name of a workflow. For example I may want to enroll everyone at company x with 50 employees. 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. Last sequence enrolled date: the date the contact was enrolled into a sequence. However, once I have the additional email addres. Using Sequences, you can tee up your follow-up for the appropriate day and time. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. Obviously, there are. You could enroll contacts into this list based on their list membership. Types of branch logic. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Depending upon how many contacts you have currently enrolled in a sequence, it may be beneficial to take a look at the Sales Content Analytics for sequences and create a list from there. July 31, 2017 12:12 PM. And now, Sequences allows you to schedule the exact day & time a sequence will begin for a prospect. Save your time. Just head to the Sequences tab in HubSpot, find the Sequences where the contact was unenrolled, and upon hover there is an "Actions" button from which you can re-enroll contacts. You can find the sequence ID by navigating to your sequence and then. Download now - 7 eur. You can add up to 50 contacts at a time into a sequence, however you have to manually remove each person from a sequence. There will still be a limit of 5 "automated emails" per sequence. ; In the left panel, select a filter type for your enrollment trigger. Step-by-step instructions. July 31, 2017 12:12 PM. Academy Contented Media A complete library of Academy’s free online video lessons additionally certification classes. ----------- This is now in. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Works for now though!To create a workflow on HubSpot, do the following: In your HubSpot account, go to Automation. 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. To learn more,. Perhaps a sequence is the wrong way to go and should instead use a workflow? 2) Should be entirely workflow based, not a sequence. This is now available in Sequences. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. . We use cookies to make HubSpot's community a better place. To further refine your trigger, click Add refinement filters. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. We don't grab everyone's email at first. Two new metrics will be added to Sequences for Sales Hub Enterprise customers: Deal Rate - the percentage of contacts enrolled in a sequence that resulted in a deal being created; Total Revenue - the amount of revenue from closed won deals influenced by the sequenceWhen we enroll prospects in our sequences, they go through the sequence and We use cookies to make HubSpot's community a better place. It's important to note that: You will be the sequence user, meaning any tasks assigned to the sender will be. Toggle between version A and version B of your email by selecting A or B on the top left. Good use-cases tend to be event-based. Click the sequence name. Hover over an event for the record, then click Unenroll. ReportsA Fundamental Change in the Sequences Tool. Our total revenue increased by 215% since we started sending these templates in a sequence. Here are two ways to manually enroll contacts into a sequence on HubSpot. Click to toggle the Bulk enroll sequences switch off to remove a user's access to bulk enroll contacts in a sequence. Last sequence enrolled date: the date the contact was enrolled into a sequence. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. Hope this helps! Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. You queue up a bunch of emails, personalize them all at once, and send them off. Hi @DTaylorNTI,. With this release, we will remove the limit for emails in s sequence. Hi @keriestewart @SimonRevDeBug @JH21 and @BSchwartz ! At this time it is not currently possible to bulk unenroll contacts from a Sequence. July 31, 2017 12:12 PM. Click the Settings and notifications tab. 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. After you enroll a contact into a Sequence, there is an "Edit sequence" button when you hover over the sequence activity on the contact record. Or, you can manually enroll a contact or a list of contacts into a workflow. In the search bar in the upper right, search for sequences . Sequences is a 1:1 email tool connected directly to your personal inbox, so high daily send volumes (IE: 1000+) can have very negative impacts on your sending deliverability. Having the ability to enroll contacts in Sequences on Mobile would be a great time/labor reducer. In the left panel, choose Start from scratch or select a pre-made sequence template.