Last updated: January 18, 2023
On the sequence summary page, you can keep track of which contacts are currently enrolled in the sequence. You can monitor their enrollment status and unenroll the contacts from the sequence. You can also pause or resume sequences, which is helpful when you are out of the office or on holiday. Additionally, you can also re-enroll contacts who were unenrolled because of an error.
On the sequence summary page, you can view which contacts are currently enrolled in your sequence.
If you need to make changes to a sequence enrollment, learn more about editing an active sequence.
After you enroll contacts in a sequence, you may need to pause scheduled emails and tasks while you’re out of the office. You can pause an individual sequence or pause every sequence where there are contacts actively enrolled.
When you pause a sequence, only emails and tasks scheduled for the contacts that you enrolled will be paused. Contacts enrolled by other users won’t be paused.
To pause and resume an individual sequence:
You can also pause and resume an individual sequence from the Manage tab by hovering over the sequence and clicking the Actions dropdown menu.
To pause and resume all sequences at once:
You pause an individual contact's sequence enrollment from the contact's record:
Once the contact's enrollment resumes, the sequence will start again where it left off. For example, if there was a two-day delay before the next step, the delay will start when the sequence resumes. Two days later, the next step will execute.
When a sequence is paused during a delay, the sequence will wait out the remainder of the delay before the next step executes. For example, if there is a three day delay in a sequence that is paused after two days, when the sequence resumes, there will still be one day left in the delay.
If a contact is unexpectedly unenrolled from your sequence, you can manually re-enroll them from the sequence summary page. To re-enroll a contact, the inbox used for the contact’s original enrollment must still be connected.
Please note: if you made edits to an active sequence, the changes will not apply if you use the Re-enroll option on the sequence summary page. Learn how to re-enroll contacts after making updates to the sequence.
Please note: contacts who have unsubscribed from emails cannot be re-enrolled.
You may want to create a list or filter to keep track of all of your contacts who are enrolled in sequences. You can use the Now in Sequence contact property to create a saved filter of contacts who are or are not currently enrolled in a sequence:
If you have a HubSpot Marketing Hub Basic or Professional subscription, use the Now in Sequence contact property to create lists of contacts currently enrolled in a sequence. Learn more about the other available sequences contact properties that can be used when making filters and lists.
Please note: if you have tasks included in the sequence, you cannot complete the tasks in bulk. You will need to navigate to each contact record after the task is created to complete the task.
When a follow-up task reminder includes an email template, the task will be created when the contact reaches that sequence step.
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