Sequences. Hubspot's 5 template limit on sequences may have worked before you went into business, but it doesn't work today!Sequence Management, is there a calendar view? Hi @KHassen30, As far as I know there isn't, no. It would be great if you could export a sequence, including the text of emails or LinkedIn postings and or phone scripts to a Word document. Thanks for the mention, @kvlschaefer!And good question, @SBailin! I'm with @TomM2 — cloning really any asset in HubSpot usually makes for a quicker building experience than starting from scratch. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. Hi , Yes, you can. What Sets HubSpot Apart: 24/7 customer support is included with every plan. We are currently assigning 2 points for a recent sales email clicked date that is less than 30 days & 1 point for a. Implementing what you learned is. io). Academy Content Library A complete library of Academy’s free online video lessons and certification courses. The first email is a response to their enquiry. also there's no control how emails or tasks will fall on the same day. In the top right-hand corner of the Sequences page, click the Create Sequence button. Bumping this -- it would be extremely useful to have branching in sequences. If someone books a meeting through the meetings link in a sequenced email, it counts towards the meeting rate for that sequence. Looking at this knowledge base article- Unenroll contacts from a sequence - , a contact should be automatically unenrolled (removed) from the sequences if this contact's email address bounced. Granular reporting for sales sequences. The idea would be to add a placeholder field like you would a personalization token and when actually using that email later on, you could just use the tab key to fill in each of the fields. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. Hi @NLuxembourg. Feb 14, 2023 2:40 PM. Once you use tracking URLs, you will be analyze your site traffic. There are multiple main contacts for a company, so I want to send the sequence to all of them, and if any one of them replies, I want the sequence to end. Hi Commmunity! An update here from the product team: We are currently undergoing some major changes to the infrastructure of sequences to allow for a number of improvements, including the ability to enroll multiple contacts in sequences (CC, BCC, and TO:). Marketing Emails and Sequences. Connect with the apps your team already uses. How can you best determine when the contacts will reach the end of the sequence without the manual math to do for each contact one at a time? You must be a registered. We want sales people to be able to send a quote, then enrol the person in the sequence immediately, wait X time and if there has been no. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial for its paid plans. Any suggestions would be helpful There are many posts about sequences/marketing emails to leads going to spam; however, my team and I have not seen any posts about sequence/marketing email replies from leads going to spam. My team and I are attempting to use contact lead scoring (Hubspot Score) to see highly engaged contacts (similar to the view in sequence analytics) that aren't current customers for outreach via different channels. Sep 7, 2020 10:08 AM Follow Using Sequences For Sales Outreach (AKA, Making It Outbound Friendly) I've worked very closely with Sales teams for the past 4 years, and. We are currently in development for a new feature to be able to bulk unenroll sequences. Sequences was designed for automated 1:1 email interaction. ; Classroom Training Schedule in-person training for a hands-on and. . To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. Delivery. I assumed sequence emails would sync over as a sales email, but it doesn't. HubSpot Academy is a team of brilliant educators with an entire library of content, courses, and. Sincerely, thank you. All 100 contacts would receive Email 2 (A). If you've already registered, sign in. 2. Currently, contacts can only be enrolled in one Sequence at a time. In the dialog box, hover over the template you want to send and click Select. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. 90% of our leads go through sequences. What Are HubSpot Sequences? HubSpot Sequences are an automated tool that sends email templates to HubSpot contacts directly from your internal team members. You can filter such contacts into a list by going to "Lists" -> "Create a list" -> "Contact-based" -> "Active List". Marketing emails don't look legitimately personalized nor is there a way to personalize each send, both of which you can achieve with sales emails sent from a sequence. 1) If the call is answered and we connect with the contact, we should have a way to immediately end the sequence for that contact -- so we don't forget to unenroll the contact. Jul 15, 2023 3:20 PM. I have seen this being done for marketing emails, but can't find the same metric, i. Instead, we are limited by one day (see screenshot). For example: 1. 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. Delay until property value is changed ("Currently in sequence is False") Work with properties "Last sequence enrolled" and "Last sequence ended date" for enrollment in your second workflow. Use bulk enroll for specific use-cases, not for prospecting. Learn from leading experts on the latest business trends. " You would create these with HubSpot's tracking URL builder or Google's campaign URL builder and then replace the existing URLs in your sequences. It would be a very low level of effort to increase this from "5" to "10" or "20". We use cookies to make HubSpot's community a better place. You set up the phone call as its own sequence and then tie it to a new sequence that starts with. Here you can choose the sender: Best regards!So while I know that you can log emails sent in sequences as tasks in Salesforce currently, I would love to see a way where those emails log as a normal email, as if you were logging to salesforce from Outlook. Move to Any Step Option for Sequences. Scott from the product team here. Linda Deals can't be enrolled in sequences, only contacts can be. LinkedIn actions require a Sales Navigator subscription. Now, Hubspot supports the ability for these automated emails to only be sent on business days. HubSpot Academy Aug 19, 2022 Introduction. You’ll also learn how to import that data into the HubSpot CRM and how to find errors that might occur during this process. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. @NWoodward - As long as you have your email provider connected with your HubSpot portal you could send a group email from within your email provider, BCC'ing in all the relevant contacts and - as long as the integration is set-up and 'log' email is selected - these emails will pull through to the relevant contact record in HubSpot. Good use-cases tend to be event-based. What's not possible is enrolling the same contact i. 1) We should be able to make new static or even active lists from enrolled contacts based on status (enrolled but no response yet, errors, etc. It should eliminate friction, bring tools together, and empower sales teams to stay agile through any headwind. This will be very useful and. (see image) - HubSpot Sequences (using pre-saved Templates) can use personalization tokens. If you edit the steps in an active sequence, the changes will only apply to newly enrolled contacts. Academy Partners Nonprofits Ideas. Here's how: Click Automation and select Workflows. Workflows Watch training. If someone sends an email outside the sequence email chain, it stops the sequence completely. (I'm sure Sakari or other would work just as well. (You won't get a dropdown of existing. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Over 30,000 customers in 90 countries are using. To learn more,. Campaign functionality has come a long way but when utlizing ABM approaches, we often have our sales teams run "sales outreach campaigns" through Sequences. When the second email was sent, the customer did book a meeting using the link in the email, but it didn't count toward the meeting rate for the sequence because the sequence had technically ended. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Which. Customers take an average of 35 days to activate Sales Hub. So section 1 would be a couple of emails and then you would enroll them in Section 2 when it's finished and this could then create a task on the same day as the email is 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. Could be. For the bounces, there are a. You can send a series of targeted, timely emails to nurture contacts ov. Tens of thousands of customers all over the world use our marketing, sales,. 2. Academy Partners Nonprofits Ideas. Sequences Automated email and task. That’s really what the marketing product is intended to do. Check out this lesson. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Turn on suggestions. (Make sure to do this for all sequences. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. I'm watching the HubSpot Academy course on the Sales CRM, and it mentions using Tokens as well as fill in the blank sections as best practice for Templates. Hover over the name of the sequence you want to edit and click Edit or click Create Sequence to create a new sequence. Sales nurturing - Lower volume, higher stakes Before we get into the details, it’s helpful to take. In short, one our of sales reps has been reporting that sequence replies and marketing email replies are going to the spam folder of our. To learn more,. I want in the sequence email to have the thumbail and the video link behind the thumbnail. For sequences sent through the. We have over 900 sequences and over 2400 templates which makes finding the correct ones pretty. a month ago. Our sequences enable us to respond in a pre-determined way and allow us to set up follow up one time saving us a lot of work and time. 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. Would love this feature! I build a sequence calendar manually for our sales reps each time, and it takes a long time! jeremypatay. Feb 14, 2023 2:40 PM. Unfortunately not, no. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences. Jul 13, 2020 9:54 AM. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Create the ability to add placeholders in sales templates. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. I think it would be good to be able to pause a sequence. Include Mail Sequences in Activity Report. Using contact and. In the right panel, select the checkbox next to the name of the contact you want to enroll. 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). Sendinblue (Brevo): Amazing price-to-performance ratio. Jan 27, 2018 6:56 PM. Last sequence enrolled date: the date the contact was enrolled into a sequence. If we can't connect, we enroll the prospect in an email sequence. Click the Email tab. This would facilit. If you’re looking for some more tutorials and resources about using sequences, here are a few to get you started: HubSpot Academy: Sequences. It would be helpful to have additional CTA options to unenroll contacts from sequences beyond the standard "booked meeting" or "replied to email. Here are a few ideas that will improve this functionality: 1. Simply filter the activity by "Sequences activity": If you want to find all contacts who have ever been enrolled in a particular sequence, you can use a contact list and filter for "Last sequence enrolled has ever been equal to": You need to input the sequence ID here which is a bit unintuitive. And some of them are replying. And it’s free to get started. Pause Entire Sequence. Last year, HubSpot made it possible to A/B test any webpage using the HubSpot CMS, not just landing pages. If you'd like to learn more or need help with HubSpot, book time with me here - at $45/month, Professional at $450/month, and Enterprise at $1,500/month. HubSpot's customers know our software better than anyone else, and having their continued input and creativity is essential. Academy Partners Nonprofits Ideas Connections. Bumping this -- it would be extremely useful to have branching in sequences. You'll want to use one-to-many (Marketing) emails for form follow-ups. I wanted to refer you to this related post where @karstenkoehler explains how to add a meeting link to an email template and shares screenshots of what the template looks like when you add a personalization token for an owner that has multiple meetings. ; Classroom Training Schedule in-person training for a hands-on and. Thank you, I ended up creating a dashboard with the custom report feature. g. I think it would be good to be abl. Hi , A contact from the same company replies to the sequence email or replies to an email outside of the sequence. but. 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 sequences need to be universal meaning you cannot "hard code" a sales rep name into the sequence. It would be a great idea to allow for multiple Sequence enrollments for portals with Business units - as multiple Business units can be looking to prospect to a single contact. Sequence Edit and View. We run campaigns in collaboration with our SDR team where we target the same data from inbound/outbound. Powerful Sequence Ideas. Currently, there is no way to create a list based on contacts who have clicked on a link within a Sequence. Once you have your filtered contact view showing the 10 contacts, you can check the box for. (In a contact-based list, you can filter for deal properties. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. yeah. For me, meetings booked is not a metric that I am monitoring nor is it a CTA in my sequences so all have 0%. Sign up for free courses. Does the Sequence send the message during the "optimal" Open Rate time based upon the Time Zone of the HubSpot Account Defaults Or the Time Zone of the Contact recipient? Hey Yoel, I've been doing workflows this past week and have used this. Unfortunately, as Connor mentioned on this similar forum thread - HubSpot Community - Getting Email Data from Sequences - HubSpot Community, there's currently no Sequence API that can pulled out Sequence reports. Your best bet here is within the HubSpot portal. You had your task (mail/call/. 2) Connected calls can be factored into sequence reply rates and reflect increased response rates to sequences (so we understand the % of sequences that ended from. . ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Academy Partners Nonprofits Ideas Connections Ask Me Anything & Panel Discussions Jobs Board. 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. Keep in mind that contacts might unenroll from a sequence because. I'd love to have the option to remove my email signature from the first email to a contact in a sequence and then have it included for the remaining emails. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) The list will then populate with contacts associated to. 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). 13:59 – Reports/Analytics. Thanks for your patience while we put the pieces back together. Branch sequence depending upon task / call outcome There are ways to pull all of this some of this with several sequences, workflows, etc. HubSpot offers two different ways to automate sent emails, through workflows and through sequences. 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). BACK. - Use personalization tokens in HubSpot marketing emails. . Last updated: June 28, 2023 Available with any of the following subscriptions, except where noted: Sales Hub Professional, Enterprise Service Hub Professional, Enterprise Use. Sometimes, there are sequences with more than 300-500. Select the goal for your sequence. I live in sequences! They have made my joblife 1000% easier and more consistent. You can also use simple automation within existing tools to manage. It is now possible to bulk unenroll contacts from a sequence. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. Sales Hub is HubSpot’s easy and powerful sales. View Map & Address Visit Website. . The sequences sender score measures the quality and effectiveness of your sequences emails. HubSpot is a leading customer relationship management (CRM) platform for scaling companies. We get many many enquiries, the conversion rate is very low. Disclaimer before we dive in: We will not be able to say how many sequences generated SQLs or revenue, we will be able to show how many SQLs or how much revenue was potentially influenced by a. Our purpose is to educate and inspire people so that we, together, transform the way the world does business. Scott from the product team here. . In order to view which contacts have clicked on a link in the emails, this can be done by viewing t. Instead of limiting users to 150 enrollments/day, limits are increasing to 500 automated 1:1 email sends per day in Professional and 1000 automated 1:1 email sends per day in Enterprise. Certain emails within the sequence may perform better with variable. In the meantime, here's a WORKAROUND: I set up a Sequence (For example, that includes an email on day 1, and another email on day 5) I set up a Contact Workflow to use Text Request to send SMS. Before re-connecting your email, I'd recommend unenrolling all contacts from your sequence summary pages. 1. In this HubSpot tutorial, we will walk you through how-to create sequences in HubSpot. Edits can be made now, We use cookies to make HubSpot's community a better place. All 100 contacts would receive Email 2 (A). Any changes you make here will not affect those already enrolled in the Sequence, as you'll see in an alert that will appear at the top of. Both platforms deliver essential CRM functionality. Workable, but not ideal. Opting them out from the one-to-one email subscription type would indeed be the safest option. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Hi. . In order to get more details for a specific source, we'll use another feature of this API: drilldowns. To solve this, we're building open and click reporting directly into. What is the fix for this?Obviously you can manually count your upcoming sequence tasks but having a feature that shows you your upcoming tasks would greatly benefit many users of this platform and even retain customers who are considering switching platforms due to this. Use sequences properties and activity as Contact filters in List and Workflows. 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. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". It would be great to have the ability to easily a/b test with email sequences. Problem is that Sequences is changing the subject lines in the template emails, so that all emails in a sequence is getting identical subject lines. Today, there is not an easy way to see the previous sequence history that specific contacts have been enrolled in. You could do so by filtering for the contact property Last sequence enrolled: (The number you have to put in is the sequence ID. The email templates have been created with different subject lines, and when I only place one of these emails in a sequence, the subject line stays put. Then add valuable content. Email sequences can toast your domain reputation if you're not careful. There are hardwired parameters of sequences (which can be found in this knowledgebase article), but beyond that the limit is your imagination, which can actually be quite daunting. 1. ----------- This is now in. removing email signature. Click the sequence name. Studies show that it can take 12 emails or more to get a reply. Overall, the feedback has been pretty positive so far. The second workflow will not wait and sequence enrollment will fail. You’ll then import your data with a practical exercise. Currently it is not possible to disable your signature for email templates sent via sequences, but since some users need multiple signatures a great addition would be to give the user the ability to supress his signatures for sequence emails. Sequences are surprisingly limited in the control they allow over delays. Sequences. Business Units - Sequences. Lesson Description: In this lesson, you’ll learn the pre-import steps for organizing your data and preparing it to be imported. Conversions from these efforts currently can't be associated with campaigns even though its my marketing team managing the effort. The ability to pause and resume sequences is now live to all portals with access to sequences! You will be able to do this from the enrollment table of the specific sequence. The email templates have been created with different subject lines, and when I only place one of these emails in a sequence, the subject line stays put. Hope this helps! Did my post help answer your. See how to create automated sequences in HubSpot. . Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Using tokens, I want to be able to personalize as. Sign/Return contract → Contract Signed and Returned. The above answer is related to HubSpot reporting certification exam. . They are kept seperate. Sequences was designed for automated 1:1 email interaction. Decision maker evaluates → Evaluated by Decision Maker. . Best practices with sequences are highly dependent on A) your job role, B) the action (s) you wish for the recipient to take, and C) the type of people you are. If you want to personalize this email or send a different email based on a record property, using if/then branches:One of the things I like best about the sequences and templates is the customization and the personalization that's available. Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them. Hi , Yes, you can. In Sequences today, task completion is NOT required before progressing onto the next step in a sequence. It would be helpful to pause an entire sequence as opposed to needing to pausing individual contacts page by page. Journey-Based Advertising (JBA) eliminates this anxiety by combining paid advertising with the Inbound methodology. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Search HubSpot Ideas or Create Idea cancel. HubSpot Product Team. Or – since the building blocks of a sequence are the individual templates – you would go to your text contact record and send the templates from. February 28, 2021 08:55 AM. Customize the content, then click Send. We use cookies to make HubSpot's community a better place. This issue requires of a workaround of the user adding an initial "dummy" task, followed by an automated email that is subject to the Sequence Settings, however, you can't have the automated email sent out immediately. What often happens for my clients though, is that the prospect doesn't book a meeting using the meetings link in the first two sequenced emails sent, so the sales rep gets a. Using sequences to automatically email a large number of cold leads would enable you to cause this damage at an accelerated rate. Social media Watch trainings. Our business development team use sequences a lot, but the directors can't see that activity. In the workflow that you want to trigger a sequence, click the + icon. For example I may want to enroll everyone at company x with 50 employees. A lot of the manual steps can indeed be automated with workflows. . To select a video from the files tool, click Browse videos and select an existing video's thumbnail image. We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting independently within HubSpot. Academy Partners Nonprofits Ideas. g. Source. One thing to note here is that HubSpot can only detect bounces if the bounceback message is a direct. Unfortunately this is a limitation of HubSpot sequences that has not be resolved yet. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. @mmsown - when adding a task to a sequence in the builder, there should be a checkbox in the top right corner of the task that specifies "No step delay". For example, there is currently no way to add a delay at the beginning of a sequence. I was recently made a super admin by my boss in order to deal with something totally unrelated (zoom integration, if you're curious) but now I've lost my ability to mass enroll contacts in a sequence and I can't access the permission sets in order to reactivate them. This is now available in Sequences. Sign up for free courses. . A good sender score also helps protect. 15:08 – Helpful HubSpot Settings. There are hardwired parameters of sequences ( which can be found in this knowledgebase article ), but beyond that the limit is your imagination, which can actually be quite daunting. Browse our awesome course library. We use cookies to make HubSpot's community a better place. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. Currently I'd have to go through the enrollment process 50 times. I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. You could think of them like collections of templates. Explore all that HubSpot Academy has to offer from lessons and courses to a bootcamps and learning paths to learn everything you need to know about the most sought-after business skills. In the message ribbon, click Sales Tools > Sequences. . . If you have a sequence with delayed steps and contacts are going through the sequences at different times (based on when they are added). But because of the sequence your next task is not visible yet, so you're not able to add this information. "I see this as a signficance weakness. ; Classroom Training Schedule in-person training for a hands-on and. You must be a registered user to add a comment. Think of Sequences as an automated extension of your Gmail your Outlook inbox. This seems to be the majority of feedback. If you want to automate marketing emails using. It seems strange that we can sync so many things to Salesforce except sequence activities. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. Hello all, I am reaching out on behalf of the HubSpot Product team to inform you that this idea: Enable mass enrollment in sequences is Not Currently Planned. Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score them with a lead score proeprty, flag those that've clicked/opened emails and trigger tasks of the. . I tend to copy and paste chunks of text to personalise my sequence emails as I go through them. 2. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. There are some workarounds available, such as utilizing workflows to opt users out of the One-to-One Email subscription-type to prevent them from getting used in sequences, but utilizing basic suppression-list options would be less complex, and involve fewer drawbacks (e. Earning the attention of today’s empowered buyer; Orchestrating Your Outreach with Sequences and Tasks; HubSpot Knowledge Base: Sequences; HubSpot Community. Whenever you want to enroll a new batch of contacts to receive this collection of templates, you can do so. After reaching out to support, they said no sequence activity can sync. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. I have setup a sequence, the 1st is the email with all the details, th. This blog post is part of our How to Use. There should be an option on a customers page to enroll them in a sequence, without having to go to the sequences page and then find the customer JavaScript must be installed and enabled to use these boards. Using automation eliminates many tedious and manual processes. Sequences - Custom Unenrollment Actions. Randomization is per step in the sequence. (Theoretically, you could skip the creation of the active list and filter for the Last sequence enrolled in the contact index page filters directly. When paused, sequences retain the time delay before the next step. 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. e what recipient's have clicked on within the email. Currently the only assets you can include in a Campaign are: Campaign assets. ". Hubspot onboarding, sequences and workflows. . Unfortunately, as Connor mentioned on this similar forum thread - HubSpot Community - Getting Email Data from Sequences - HubSpot Community, there's currently no Sequence API that can pulled out Sequence reports. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I'm not sure the an email created through a task is considered a sequence email by HubSpot, since the email is not sent through the sequences tool. Explore all that HubSpot Academy has to offer from lessons and courses to a bootcamps and learning paths to learn everything you need to know about the most sought-after business skills. What dashboard/report are you looking at currently? You should be able to either: Head to Automation > Sequences > Click on the specific sequence to review the overall sequence and individual email performance (these cannot be added to a dashboard in HubSpot, but you can add a text. hs_sequences_enrolled_count. Your attempts to connect could be: Phone call; Email; Connection on social media; Your Meeting link; An example of this that I worked on with a customer of mine looked like this: As you can see, we have gone with 9 attempts, but they all are things that our sequence tool can manage. It will remove the "Upcoming" entry from the contact record, the entry about the sent confirmation email will stay. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. In Planning. Prior to this update, we could only track emails individually, so we couldn't know the open/click success rate of a sequence in its entirety.