My solution so far: 1. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. . Adjust settings on 'Automatic Unenrollment' in 'Sequences'. HubSpot Workflow vs. It's sorted by most recent. Attaching file direct to sequence email (NOT AN OPTION BUT WOULD TOTALLY LIKE. Also, you can enroll your contact manually and can even create your contact list in HubSpot. Oct 20, 2022 9:57 AM. HubSpot, please roll out an improvement as per the OP's request. A key factor that differentiates workflows from sequences is that while workflows are programmed to automatically enroll contacts that meet a set of predefined criteria, sequences are designed ideally for 1:1s and as a result, you’ll have to manually enroll contacts into sequences one at a time. Enterprise. It would be helpful to have additional CTA options to unenroll contacts from sequences beyond the standard "booked meeting" or "replied to email. This is now available in Sequences. I want to schedule my emails to go out at a specific time (mornings) and day. (I'd appreciate it!) Have a great day Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. If you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do? Nothing. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. ----- This is now in public beta!Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, quotes, and tickets. This feature is currently live and is available to all Sales and Service Hub Pro+ customers. If you enroll a person in a Sequence, what happens when they respond? If you enroll a person in a Sequence, what happens when they respond? The “post-contact” steps of the sequence are triggered, The sequence continues executing until all of the steps are completed. Depending on the level of personalization you want, you may choose to build fully automated email sequences, task-based. 3. July 31, 2017 12:12 PM. It's essential to choose the right type of sequence based on your outreach goals and understand your contact's preferences to maximize effectiveness. If I decide on the hard path: re-enrolling doesn´t seem1. press start. However, many of our clients use Sales Hub. You can also use contact based workflow to automatically unenroll contacts. To learn more, and to see a full list of cookies we use, check out ourYou can, however, only manually enroll contacts in HubSpot Sequences unless you have Marketing Enterprise, which provides automation between Workflows and Sequences. Let me know if you ha. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. The HubSpot Marketing Email tool allows businesses to mass enroll subscribed contacts into email campaigns. In what scenarios is using HubSpot Sequences over Workflows more beneficial, and vice versa? Use HubSpot Sequences when: Engaging in personalized sales outreach with a. We use cookies to make HubSpot's community a better place. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. But sequences aren’t just a set-it-and-forget-it. This is an issue because the status can't always be determined from other information populated on the contact properties. We offer HubSpot support, email ma. English English Español Português FrançaisClick on Create Email to build a mail that encourages users to register for your latest event. There is a free chrome extension called " HubSpot Sequence 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). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 4. We use cookies to make HubSpot's community a better place. Not able to reenroll a contact into an email sequence. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever. To learn more, and to see a full list of cookies we use, check out our Sep 22, 2022 9:48 AM. I didn't want to use the diary link ans suggested that they invited me themselves to. We use cookies to make HubSpot's community a better place. To learn more, and to see a full list of cookies we use, check out ourMy suggestion would be to leverage a workflow to enroll the contact into the next sequence (note, you do need Sales Enterprise to unlock the capability to enroll into a sequence from a workflow. Click Uneroll contact in the new box. These emails are being sent from the connected personal inbox of a user – and HubSpot can't let you send communication from another person's inbox. 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. It's common for us to have multiple deals/projects for the same contact. (This requires Operations Hub Professional. Check out this guide on how to unenroll contacts from a sequence. Select a contact to enrol and click the email icon in the left panel. You can add up to 50 contacts at a time into a sequence, however you have to manually remove each person from a sequence. 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. I tried this through workflows, and it could be a. Use sequences properties and activity as Contact filters in List and Workflows. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Thank you!. When creating a workflow from scratch, there are different types that you can select from based on the record type you would like to enroll. I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contacts experiencing similar sequences over time. The sequence is the first point of. (once I have finished my third email). I'd recommend checking with your customer success manager, maybe they can enable this for you. Sequences. . Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. add all 49 contacts to the sequence (first email will be sent out today) 2. In this case, it would be great if we could set "clicked. One of my users just ran into the same problem. Enroll Contacts in Multiple Sequences. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. Go to Workflows. See how to do it here. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be. When this is turned off, users can only enroll one contact at a time. Bulk enroll sequences: this is enabled by default for Sales Hub Professional and Enterprise users. See moreUse contact-based workflows to automate sequence enrollment and unenrollment. Unfortunately it doesn't seem Hubspot allows for that. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. Go to Automation > Sequences in your HubSpot account. The sequence contains three emails and runs over 10 business days. Step 5: Set Timing and Actions: In the sequence, outline the timing and actions for each step. A Fundamental Change in the Sequences Tool. Make sure that prospects don't slip. We use cookies to make HubSpot's community a better place. Last contacted: the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. When you turn your workflow on, HubSpot will prompt you to determine. Like many things, it can be achieved with custom code actions in workflows which require development. If that's not an option, keep in mind that re-enrolling contacts into a sequence will not automatically have them skip steps they already completed. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. Source: HubSpot. Create tasks to keep your follow-up on point. We are finding the sequence email tool helpful for quote follow up activity. re-enroll is someone who was manually unenrolled (see screenshot). However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. 2) Go to contacts and then contacts again. Even with Sale Hub Enterprise, the only way to enroll contacts on behalf of a sales person is via a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Another great automation tool is workflows, which can automatically enroll your contacts in a series of actions. Enrolling a list in a workflow. In your HubSpot account, navigate to Automation > Sequences. Your final step will be to create a list with the criteria where your custom “Date of MQL Rolled Back” is known. (once I have finished my third email). Click on Create workflow. Stop sequence when deal is won. Create tasks to keep your follow-up on point. Nothing. Click > to expand a particular. 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. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. 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 sequence after saving your changes. Different ways to enroll contacts in a sequence include manual and bulk enrollment using spreadsheets or lists/workflows within HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. When you are in the enrollment pop-up box click on the drop-down labeled "start at" next to the time zone drop down. We are running a campaign that pushes contacts to a landing page where they can fill out a form if they are interested in the offer. Click the Contact enrollment trigger box. For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. Essentially what I need to know is whether or not I need to add a delay in between the two sequences as to ensure contacts will pass through both. For example. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. Automate your follow-up, and put time back in your schedule. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. Normally, a contact can only be enrolled in a sequence if someone manually enrolls them in it. In Planning. 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. Discussions. With the HubSpot Sales Sequences tool in your corner, you can scale your sales activity to optimize your outreach and accomplish so much more in just a few clicks. ----- This is now in public beta! If it's a matter of one week, you might want to consider holding back on starting the sequence. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. In this HubSpot tutorial, we will walk you through how-to Analyze sequence enrollment and performance data in HubSpot. Let me know if you have any follow-up questions!. . For these contacts we still want to enroll them in a "call only" sequence. Sep 11, 2019 1:47 PM. Scroll down to the Status, click Actions and select Unenroll. To learn more, and to see a full list of cookies we use, check out ourThere is a free chrome extension called " HubSpot Sequence Automator " which lets you do this currently. This gives a greater level of customization and makes HubSpot’s sequences tool a better fit for a sales team or salesperson. Non-marketing contacts: These contacts don’t count toward your paid. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Currently it's not possible to auto-enroll contacts into sequences. In the pop-up box, select Sequences. Hi , This is now possible using contact-based workflows, available in Enterprise. 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. Hi , Thanks for your feedback! Would you mind posting this directly in the the ideas forum. 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. To sort your sequences, click a column header. Before you get started To create and execute sequences, the HubSpot user account must meet the following requirements:April 19, 2022 Read Time: 4 min Don't have time? Download Now as a PDF Enrolling contacts into a sequence doesn't have to be painful. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. If I decide on the hard path: re-enrolling doesn´t seem 1. reenroll all contacts. In your HubSpot account, navigate to Automation > Workflows. The sequence contains three emails and runs over 10 business days. . Manage subscriptions of individual contacts. Last sequence enrolled date: the date the contact was enrolled into a sequence. @somu You can bulk enroll a list to a sequence following these steps. In the Edit enrollment dialog box, make edits to the sequence email then click Save changes. Hey @GMD sequences are designed as an email outreach tool specificially, task creation in sequences is just a byproduct of making emails more efficient. Select the checkboxes next to the contacts that you want to unenroll from. 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. After creating your workflow, it will appear in the Created in workflows tab in the workflows. This limitation is insane. Enroll in HubSpot Academy. 9 contacts enrolled, but after enrollment (first action is to send an email automatically) everything JavaScript must be installed and enabled to use these boards. I think the last issue is that Im struggling to get the re-enrollment criteria right. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. For example, when a contact. We use cookies to make HubSpot's community a better place. A help article with email best practices opens in a new window. My suggestion would be to leverage a workflow to enroll the contact into the next sequence (note, you do need Sales Enterprise to unlock the capability to enroll into a sequence from a workflow. In the dialog box, select and set the. To learn more, and to see a full list of cookies we use, check out ourKnowing the difference between sequences vs. Once a month (or week) you'd manually delete the contacts from the list. One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. Thus I think my issue is how to get the workflow to trigger when in step 4, when I update the association label with the desired label. . Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. You can also take action on associated records, such as updating an enrolled contact’s associated company. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. Locate the contact and sequence email you wish to. If that's not an option, keep in mind that re-enrolling contacts into a sequence will not automatically have them skip steps they already completed. 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. In the actions panel, select Enroll in a sequence. It is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. These would be the contacts that you have to exclude when you enroll the next batch of contacts into sequences. As contacts join the list, they would also be enrolled in the workflow and then the sequence. After setting up and using. It's common for us to have multiple deals/projects for the same contact. because it is about Outlook not Gmail. Navigation Menu HomeEnroll contacts in a sequence without an email address. Navigate to the Goals tab, than click Set goal. In the upper left, click the Enrollments tab. carry out phone tasks. Click the name of an existing workflow or create a new contact-based workflow. Can we fix. That is the only contact where when I hover over their name the actions menu appears, but for the remaining. We use cookies to make HubSpot's community a better place. In your portal, simply go to Contacts and follow the instructions for creating a view here: Create, customize, and manage your saved views - whether you save the view or not is up to you, but you don't need to for this to work for enrolling in a sequence. Check out this guide on how to unenroll contacts from a. On the other hand, workflow is for marketing emails. . Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. In the enrollment trigger box, click the Set up triggers. To learn more, and to see a full list of cookies we use, check out ourIf you’re enrolling a contact into a sequence and you see a warning that you’ve reached your emailing limit, what do you need to do? Wait until tomorrow to enroll the contacts into your sequence. Mistake #1: Incorrectly Using Goals. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. In fact, many HS users employ workflows as a way to automatically enroll leads into their HubSpot sequences. In the composer window, click Sequences. One of my users just ran into the same problem. We are finding the sequence email tool helpful for quote follow up activity. From the contacts module, up to 100 can be included. For example, sales agents can send promotions to certain clients over a period of time and through a defined series of emails. To enroll contacts manually, simply select the contacts you want to enroll and click Enroll. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Analyze sequence enrollment and performance data; Automate A/B testing emails with sequences (BETA) Create an email thread in a sequence; Create and edit sequences; Edit an active sequence; Enroll and unenroll contacts in sequences using workflows; Enroll contacts in a sequence; Limit access to your HubSpot assets; Manage the. Click + Create a webhook event. 3) Filter all of your contacts by list membership is X. Waiting until you've finalized the sequence is going to make your life a lot easier here. The Last used at column is user specific, so it will show the sequences that you last sent. Discussions. to enroll from a particular step do your enrollment per usual (whether that is contact by contact or from a list). Starting point is a Contacts page. @Alex32. 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 the name of an existing workflow or create a new contact-based workflow. 3) Filter all of your contacts by list membership is X. ) The custom code action could delay further actions if a defined contact. What’s the biggest practical difference between a sequence and a workflow in HubSpot? A sequence email is always sent from the email address. In the top right of the. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. . Eliminate manual entry as every lead’s contact info, email. In the left sidebar menu, click Sent. 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. In your HubSpot account, go to Automation > Sequences. I have the professional verison of both the marketing and sales hub but the "enroll in a We use cookies to make HubSpot's community a better place. I definitely agree with you on keeping everything under one contact for cleaner reporting. . In your HubSpot account, navigate to Automation > Sequences. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks. Manually unenroll multiple contacts from the sequence summary page. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view. HubSpot gives you a list of recommendations for. Many businesses also use HubSpot Workflows to automate internal tasks like sending notifications, updating Deals and contact properties, and creating tasks. Before you set up a Sequence, create the emails you’ll be sending. finn. com. As QR-codes of vCards are steadily replacing traditional business cards, your sales teams can now leverage the QR-code scanner (Free) in the HubSpot mobile app to import vCards and add contacts directly to their HubSpot portal. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. The sequence automatically terminates. Locate the contact and sequence email you wish to edit and. Contact-based active list: based on company property "Do not contact" is equal to "True" The active list would pull in all contacts associated with a company that has a "True" value for the "Do not contact" property. Click the name of an existing workflow or create a new contact-based workflow. In your HubSpot account, navigate to Automation > Workflows. We use cookies to make HubSpot's community a better place. Recently, i used the sequences to suggest a visit during a trade show. 2. Thanks!A sequence automatically ends when a prospect replies to a sequence message, therefore, its not possible to start a sequence on a replied email. If I am understanding it correctly, the sequence should now pick up from my. Source: HubSpot. In the left panel, under Advanced options, click From a webhook. Hi Thank you for this information. Select the workflow in question, then select "contact has been enrolled. Then select the contacts from the list and enroll them in a sequence. Before anyone suggests the "Document Tool" this was explored. Subscribe. Enroll Contacts in Multiple Sequences. To learn more,. Or, learn how to create a new workflow. This will automatically enroll the contacts you have chosen into the sequence that you have selected. Thus I think my issue is how to get the workflow to trigger when in step 4, when I update the association label with the desired label. HubSpot interprets 'is known' as 'has changed', too, so an additional. Add the email to this workflow to deliver the email automatically. You might think that nurturing leads is mainly down to marketing people in a company. (This requires Operations Hub Professional. While I see the benefit of being able to do that. It is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. You are able to enroll a mutilple people to a sequence - but once you get to the enrollment process, you still have to enroll each one by one. Under Products & Add-ons, check whether your Marketing Hub subscription shows Marketing Contacts. In the dialog box, use the search bar to search for a sequence by name, or click the Owner dropdown menu and select a filter option. In the upper left, click the Manage tab. 4. Click the name of your sequence. Obviously, there are. . However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. Learn more about using workflows. Your workflow would enroll contacts based on: Last sequence enrolled is any of [sequence ID] AND; Last sequence ended date is known. We are a team of HubSpot experts. And now I can't figure out how to do it!When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Could you expand a bit on your use case for enrolling a contact your have already established a relationship with in a sequence?If they don't reply they should be moved to yet another deal stage. I see how this can be beneficial, however, we should have the option to dictate when a sequence should stop. I'm linking the knowledge base article HERE . This limitation is insane. ReportsOnce you've navigated to contacts > lists > create list, select the "workflows" filter. I agree, such a simple feature. Limit the number of contacts in a workflow. Can we fix. Best regards!HubSpot’s sequences tool enables you to: Create targeted, customizable templates in an outreach sales email sequence. Hubspot. Our total revenue increased by 215% since we started sending these templates in a sequence. And also you can enroll the contacts from the same account you have created the sequence in. 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. you could then enroll the contacts based on the visit of a specific page and. . For instance, the status of contacts in a sequence isn't stored on a contact property. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. finn. Alternatively, you could explore. My sequence typically is 1) create contact 2) create deal 3) associate contact with deal and finally 4) add association label. Great workaround Idea. Click the Manage tab on the top left. In the dialogue box, hover over the sequence and click select. Instead of manually enrolling a lead in a sequence at a particular lead stage, the lead is automatically enrolled with the next lead stage as a trigger. Learn more about using workflows. We have 3 unique products, with 1 unique product specialists for each different product. " Once this is saved and processed, the list. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. Hi , thank you reaching out to the Community and for posting about this feature update. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of. Add 3rd email to the last template. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A help article with email best practices opens in a new window. This can involve sending emails, completing. I want to schedule my emails to go out at a specific time (mornings) and day. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sequences will automatically unenroll contacts from the series of the emails once the contact replies to an email or books a meeting. Kyle Jepson. Tracking the Engagement . This Knowledge Base article walks through how to enroll contacts in sequences. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively. re-enroll is someone who was manually unenrolled (see screenshot). In the top left, click the Managetab. Because these are supposed to be 1-to-1 emails, there is not an automatic way to enroll someone in a sequence via workflow or other. The form fills are sent to our customer care team in HubSpot to. Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. Automatically unenroll contacts when they book a meeting or email you back. When a contact is unenrolled from a sequence due to an action that they took (i. HubSpot gives you a list of recommendations for improving your email. You can only enroll contacts from the contact's record or select up to 50 contacts, as explained here. The sequence contains three emails and runs over 10 business days. Enrolling a list to a sequence. Hey enrolling and unenrolling in sequences is actually a workflow action you can use. This would only work going forward, not historically. Click the name of an email. HubSpot’s sequences tool is another automated tool that allows you to send a series of 1:1 email communications that are targeted and timed email templates helping you to further. ) The tool relies on your input; you need to make tell HubSpot which contacts exactly should be enrolled. Subscribe. Time email sends for a consistent, natural pace. Enroll contacts in a sequence. But sequences aren’t just a set-it-and-forget-it. Time email sends for a consistent, natural pace. 2. If you want to automatically create deals for these contacts, you'd have to encourage them to interact in another way, for example clicking on a link. 4. With workflows, HubSpot can automatically copy the value of one property to another — which can be really helpful since HubSpot doesn't automatically sync properties between associated records. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 6. Schedule and organize meetings over Outlook. The sequence alerts you that they have responded. We use cookies to make HubSpot's community a better place. One of the best pro tips when enrolling contacts via this tab is creating "views" inside your contact lists. When creating your sequence, you can also create workflows from the Automation tab to automatically enroll contacts in this sequence. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in,. . In this way, Sequences has always been like a personal. carry out phone tasks. To search for a workflow, in the upper right, use the search bar to search for the workflow name. Instead you will need to start a new email. We have an app that we use at conferences, and we enroll people into a 4 email drip campaign after the conference. - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence.