Sequences

Manage the contacts enrolled in your sequence

Last updated: February 3, 2021

Applies to:

Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

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 pause, resume, or unenroll the contacts from the sequence. You can also re-enroll contacts who were unenrolled because of an error.

Use the sequence summary page

On the sequence summary page, you can view which contacts are currently enrolled in your sequence.

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the name of your sequence.
  • At the top of the sequence summary page, use the filters to view enrollment data from a specific time range or for a specific user. Learn more about reporting on sequences.
  • In the upper right of the sequence summary page, you can take the following actions:
    • If you want to clone the sequence, delete the sequence, or move the sequence to a folder, click the Actions dropdown menu.
    • If you want to make changes to the sequence, click Edit. Learn more about editing an active sequence.
    • If you want to enroll more contacts in your sequence, click Enroll contacts.
  • The sequence summary page also includes a table with information about the enrolled contacts. To filter the data by the contacts' enrollment status, click the Status dropdown menu above the table.
  • The table includes the following information:
    1. The name of the contact.
    2. The company the contact is associated with.
    3. The name of the user who enrolled the contact.
    4. The date the contact was enrolled in the sequence.
    5. The latest step the contact has received in the sequence.
    6. The date of the latest step.
    7. The enrollment status of the contact in the sequence.
    8. An Actions dropdown menu, where you can edit the sequence or unenroll the contact.

monitor-contacts-enrolled-in-sequence

  • To navigate to the contact's record to view more details, click the contact's name.

If you need to make changes to a sequence enrollment, learn more about editing an active sequence.

Pause and resume sequence enrollments

If you need to temporarily stop a sequence, you can pause the sequence enrollment. This is helpful if you're out of office for a week and don't want the sequence to continue while you're unavailable.

  • In your HubSpot account, navigate to Automation > Sequences.
  • Select the checkboxes next to the contacts whose enrollments you want to pause.
  • At the top of the table, click Pause.

pause-resume-sequence-enrollment

  • In the dialog box, click Pause.
  • When you're ready to resume the sequence, select the checkboxes next to the contacts, then click Resume at the top of the table.  
  • In the dialog box, click Resume.

Once a sequence resumes, it 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.

You can also pause a sequence from the contact's record: 

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of the contact enrolled in the sequence. 
  • In the top right, in the alert above the contact's avatar, click Pause.

pause-from-contact-record

 

Re-enroll a contact in the sequence

If a contact is unexpectedly unenrolled from your sequence, you can manually re-enroll them from the sequence summary page. 

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.

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the name of your sequence.
  • Hover over the contact you want to re-enroll and click the Actions dropdown menu, then select Re-enroll.

re-enroll-contact-in-sequence

  • Modify the sequence in the dialog box if needed, then click Send.

Please note: contacts who have unsubscribed from emails cannot be re-enrolled.

Create saved filters/lists using the 'Now in Sequence' contact property

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:

now-in-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.