Hubspot academy sequences. HubSpot Academy courses are highly recommended for growing professionals. Hubspot academy sequences

 
 HubSpot Academy courses are highly recommended for growing professionalsHubspot academy sequences  This would only work going forward, not historically

Available Monday-Friday, 9-6 Eastern, etc. Last updated: June 28, 2023 Available with any of the following subscriptions, except where noted: Sales Hub Professional, Enterprise Service Hub Professional, Enterprise Use. The reporting features are currently aggregated and the only area you can access granular data on contacts/companies that may have been a part of a. Jul 24, 2018 10:06 AM. Integrations: HubSpot Marketing Hub integrates with over 500 third-party. To learn more,. They allow you to educate and inform prospects, build trust and credibility, promote products or services, and ultimately. I often want to share email sequences with others in the organization or just see the emails in context one after another in a sequence. Informed with your. Email sequences can toast your domain reputation if you're not careful. This is confusing for the user. HubSpot has tools you can use to simplify the process. For example I may want to enroll everyone at company x with 50 employees. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. 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. This would only work going forward, not historically. After connecting the 3 email addresses, you can choose which one to send your sequences and 1:1 emails from. 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. All 100 contacts would receive Email 2 (A). 2. September 26, 2019 05:52 AM. Before re-connecting your email, I'd recommend unenrolling all contacts from your sequence summary pages. Source. If I set a sequence with 3. Enrolling a contact into a sequence API. It's the option that I didn't want to go through. With these plans, you have access to more advanced features in workflows, including reply detection. How to tell your buyers are in Consideration mode: Your website visitors are not equal. 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. Sales Hub is full of tools that are designed to help sales reps move faster. 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). Linda Deals can't be enrolled in sequences, only contacts can be. HubSpot Sequences offers an alternative to Workflows that use HubSpot Lists. ; Classroom Training Schedule in-person training for a hands-on and. . Marketing Emails and Sequences. 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. If you’re looking for some more tutorials and resources about using sequences, here are a few to get you started: HubSpot Academy: Sequences. Lesson Description: In this lesson, you’ll learn the pre-import steps for organizing your data and preparing it to be imported. . 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. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". Browse our awesome course library. context and value are key. If you have a ton of different sequences, this becomes less desirable. You could simplify it however: The enrollment criteria check whether a contact does have a certain email domain (this could also be referenced via a list, yes) and whether the contact is either opted in or does not have an opt-status (because why enroll contact that are already. Thanks for your patience while we put the pieces back together. They are leads, customers, or complete strangers. Academy Dental Sooke Clinic 1 review #2637 of 2640 Facility in Victoria, British Columbia 1 Doctor Unavailable. 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. Email sequences can toast your domain reputation if you're not careful. We get many many enquiries, the conversion rate is very low. 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. In this HubSpot tutorial, we will walk you through how-to create sequences in HubSpot. The email reply will also be logged on the CRM record. HubSpot just added new contact property filters for sequences: wrote: When the contact comes to the end of We use cookies to make HubSpot's community a better place. ; Classroom Training Schedule in-person training for a hands-on and. 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. If not opened email, send the email again in two days and then go through the rest of the sequence 3. BACK. From any manual or automated email click + Add A/B test. Sometimes you put a prospect on a sequence and things happen. . We had a contact reply before we could send them a meeting invite. Or perhaps there should be another metric that allows you to view Reply Rate less Bounces to provide a more accurate reflection of the Sequence's. The sequences need to be universal meaning you cannot "hard code" a sales rep name into the sequence. My coworker wants to be bcc'd on sequences where users are invited to book a meeting with her. If a contact receives version A of Email 1, they still have a 50/50 chance of receiving A or B for Email 3. . We need to be able to put them in a sequence for each one. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. We use the Ideas forum to collect feature requests and ideas on how we can improve the product for our customers. 1. You’ll also learn how to import that data into the HubSpot CRM and how to find errors that might occur during this process. 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. When you're building a sequence, best practice is to connect it to the why behind your follow-ups. Currently it's not possible to send an email on the same day as another email when using Sequences. Coopers. Certifications. GetResponse: Great for webinars. We’ve collected some standout welcome message series examples that include confirmation messages, thank you emails, and offer templates to help you with your customer onboarding process from start. The HubSpot Academy Super Admin Bootcamp will help you understand what you need to know to be an effective admin resource for multiple hub installations including set up,. . getting us meetings and deals. That's why lead nurturing is key to moving each of your unique leads through their path to purchase. That’s why INBOUND 2020 introduces the massively improved Sales Hub Enterprise, featuring an enterprise-grade CRM, AI-powered sales acceleration, Connected Configure-Price-Quote Tools, and Streamlined Sales Reporting. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. A good sender score also helps protect. HubSpot Academy is a team of brilliant educators with an entire library of content, courses, and. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. In the Video type section, select HubSpot video. yeah. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. Otherwise, register and sign in. Once you use tracking URLs, you will be analyze your site traffic. Assigning Sequences to User. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. As a potential workaround, create a list for each of your common sequences and when adding them, either based on active criteria or static list, include them. You could simplify it however: The enrollment criteria check whether a contact does have a certain email domain (this could also be referenced via a list, yes) and whether the contact is either opted in or does not have an opt-status. We recently implemented 6sense but we cannot get activity from Sequences to display in 6sense e. Using sequences to automatically email a large number of cold leads would enable you to cause this damage at an accelerated rate. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. That said, if you. HubSpot Sales Hub. Turning your leads into customers is no easy feat. Fix Meeting Rate Calculation for Sequences. Certain emails within the sequence may perform better with variable. I created a sequence and enrolled contacts. Most websites have a homepage hero image that inspires users to engage and spend more time on the site. While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. Sequences don't have to have fixed start dates like campaigns. We use cookies to make HubSpot's community a better place. When creating prospecting sequences for our sales reps, we like to mix in automated emails with call/voicemail follow ups. 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. Reply. Use bulk enroll for specific use-cases, not for prospecting. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. View a gif of sequences being paused. Buyers in this stage will: Visit your product pages, benefits or features pages, and “About Us” or area of expertise content. This would let me share it and take edit inputs from others in the. Sometimes, there are sequences with more than 300-500. You’ll see the same types of reporting as well. Unfortunately this is a limitation of HubSpot sequences that has not be resolved yet. 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. You could think of them like collections of templates. Tens of thousands of customers all over the world use our marketing, sales,. All 100 contacts would receive Email 2 (A). You can then report back using list membership. HubSpot Academy Offering extensive introductory, intermediate and advanced training classes, on-demand videos and a wide variety of certification programs, HubSpot Academy will help you understand, utilize and master the HubSpot software and inbound methodology. Sequences. We use cookies to make HubSpot's community a better place. The sender score is calculated using the reply rate and bounce rate of the emails in the sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Accelerate your outreach with sequences. It would be great if we can add our Sales Contact to more than 1 sequence at at time so we do not have to manually. Alekotsugai. Both platforms deliver essential CRM functionality. HubSpot's customers know our software better than anyone else, and having their continued input and creativity is essential. Check out this lesson. Thank you, I ended up creating a dashboard with the custom report feature. 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. When you create the contact property, choose "rich text". This will soon be in beta and rolled out to all customers with access to sequences shortly after. hs_sequences_enrolled_count. Website A/B Testing Examples. HubSpot Academy Learning Opportunities. 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. Any suggestions would be helpfulHello, 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. One thing to note here is that HubSpot can only detect bounces if the bounceback message is a direct reply to the email that bounced. - Use personalization tokens in HubSpot marketing emails. 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). Connect with the apps your team already uses. As I report to the CEOs on the usefulness of Hubspot, it makes it extremely hard to advocate for the platform when it looks like the sales tools. Include Mail Sequences in Activity Report. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. This A/B testing example shows how hero image changes can impact user behavior and conversions. 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. Sign up for free courses. It helps to keep them updated with the latest digital trends in digital marketing, sales, and many more. Granular reporting for sales sequences. 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. 0 Upvotes. Yes, there is. HubSpot Academy courses are highly recommended for growing professionals. This is a critical element impacting the overall effectiveness of this automation expansion. I created a sequence and enrolled contacts. Conversions from these efforts currently can't be associated with campaigns even though its my marketing team managing the effort. 1. There are two use cases here. The report is only allowing users to see if currently in a sequence (True) or not (False). 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. 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. Start: Contact completes a conversion point (e. In the right panel, select your alternate (B) email. To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. 90% of our leads go through sequences. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Hear from community member, @shyannehkr from Remotish as she shares some tips on how to use the new Deal Rate and Revenue metrics in Sequence Outcome Reporting so you can attribute revenue to your sequences. Includes the ability to trigger sequences via workflows. Sequences are sent from the person who is enrolling the contact into the sequence, not the Contact owner. 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. Marketing Emails & Sequences. Learn from leading experts on the latest business trends. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. @sjudson what we're looking for in sequence timing is the exact same thing we are getting to do in messages. There are several email automation software on the market today — the key is selecting the best option for your business and goals. . (I'm sure Sakari or other would work just as well. You can find this by navigating to the sequence under Menu > Automation > Sequences and clicking on your sequence. 1. In the right panel, select the checkbox next to the name of the contact you want to enroll. You do not have the ability to include details in the tasks being created in sequences. 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. . Sequences - upcoming tasks. 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. 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. HubSpot Tutorial Summaries. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". practical courses to comprehensive certifications, HubSpot Academy can teach you everything you need to know about the most. As such, HubSpot has no built-in functionality to auto-add contacts to sequences (by design). Also, have you tried to enrol the problematic contacts into another sequence to see if for whatever reason is a problem with the sequence itself? Have different people tried to enrol those contacts to check if it's a problem for the individual user? Are you trying to add the contacts from the beginning or from a specific step in the sequence?Attachments to sequences. We need to see performance data on contact level in one list to see where we have further to do's. Honestly, I hardly use the Hubspot app because this feature isn't there. I have sequences created which include a link out to a survey. IBallard. However, they mentioned that it would be great if they had the option to send InMails via Sequences directly through HS. We use cookies to make HubSpot's community a better place. Opting them out from the one-to-one email subscription type would indeed be the safest option. Just started using Hubspot Sequences so still on a learning curve. 5,000 sequences per account, and up to 1,000 email sends/user/day. Sequences was designed for automated 1:1 email interaction. Receipents of emails are more likely. Sequences don't have to have fixed start dates like campaigns. Is it po. On the other hand, workflows use marketing emails that are saved for automation. HubSpot Academy Offering extensive introductory, intermediate and advanced training classes, on-demand videos and a wide variety of certification programs, HubSpot Academy will help you understand, utilize and master the HubSpot software and inbound methodology. You can also use simple automation within existing tools to manage. In addition to this, after enrolling the 423 contacts, the sender had nearly 1,300 emails stuck in the drafts in their email not sent, and all were a part of the sequence. 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. The value that this feature request adds is that it will get more people to interact with your emails. This article explains the contact property types, you'll see rich text at the bottom. Right now Hubspot Sales Premium is a total free-for-all. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. Click the sequence name. HubSpot Product Team. - HubSpot Sippets can use personalization tokens. I explain with this video. is unknown": Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Courses Role and topic based self paced learning content. In the workflow that you want to trigger a sequence, click the + icon. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Popular Features. In Sequences today, task completion is NOT required before progressing onto the next step in a sequence. Whether you're new to HubSpot or have been using the tools forever - this page has all the Growth Stack tool training you'll ever need. Sometimes, there are sequences with more than 300-500 contacts and. This feature would be really useful as it makes it look more relaxed and informal without a signature in the first email. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. They are kept seperate. Reply. One thing to note here is that HubSpot can only detect bounces if the bounceback message is a direct. The purpose of HubSpot sequences is multifaceted. Academy Partners Nonprofits Ideas. You must be a registered user to add a. Having the ability to enroll contacts in Sequences on Mobile would be a great time/labor reducer. I tend to copy and paste chunks of text to personalise my sequence emails as I go through them. 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. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Sign up for free courses. 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 again. Browse our awesome course library. I've created a couple sequences with automated emails that I want to send out (automatically), however my sales people are getting tasked to manually send out the email. HubSpot's customers know our software better than anyone else, and having their continued input and creativity is essential. 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. Absolutely. You can search existing templates or click. Implementing what you learned is. Sequences. The meeting rate shown on sequences seems to always be 0 unless they go through a meeting link I'm in the beta and even that's not working as promised. Our purpose is to educate and inspire people so that we, together, transform the way the world does business. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Ticket and deal pipeline and stages. 1. 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. There is an option to re-enroll the contacts into the same sequence and select the correct step for their next step and start where we left off. Hi @NWoodward,. Plus there are other applications - example. Thanks for your patience while we put the pieces back together. HubSpot Updates. We use cookies to make HubSpot's community a better place. Shay Redmond, Senior Product Manager. Once you have your filtered contact view showing the 10 contacts, you can check the box for. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. The email reply will also be logged on the CRM record. Then select the contacts from the list and enroll them in a sequence. . HubSpot Academy Aug 19, 2022 Introduction. To apply any changes to contacts who are currently enrolled in the sequence, you can edit the scheduled emails individually, or re-enroll the contact at a later step. We would like to show you a description here but the site won’t allow us. You can see this in the Sequence area of hubspot but not in reporting. Create a way to edit the launch/deployment date and time on any sequence in a way that doesn't require much work. Hi @keriestewart, This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: The number under Last sequence enrolled is the sequence ID. . If you are going OOO, would be nice to be able to pause everything so that you don't come back to a bunch of overdue tasks and that emails aren't sent out to clients that you couldn't respond to if. A few things to think about: Deliverability. Turn on suggestions. If you’re looking for some more tutorials and resources about using sequences, here are a few to get you started: HubSpot Academy: Sequences. You can use Sequences right from HubSpot CRM, or from your inbox if you are using Sidekick. Sequence Contact Expiration. Hi, Just wanted to know if there is a posibility to export data from Hubspot Sequences (I'm looking for API or something like that)There it can be accomplished with a contact-based workflow. Drilldowns. We are investigating making changes to the 150 daily enrollment limit. I think it would be good to be abl. Improve your team’s efficiency by automating business processes in HubSpot. Powerful Sequence Ideas. Coopers. This blog post is part of our How to Use. Sequences was designed for automated 1:1 email interaction. ; As you can see, a Sales Hub. It's not possible to send a sequence on behalf of another user. . The user account has a connected personal email address. The portal where the permission sets would normally appear just says "Super. Hi, all. . HubSpot Updates. Overall, the feedback has been pretty positive so far. It has 36 upvotes and is 18 months old. This was extremely time efficient and handy for those occassions when it made sense to not start someone over. Good use-cases tend to be event-based. Use finished sequence to trigger workflow. Hope this will helps you out. Ahh thanks for the clarification. However, they mentioned that it would be great if they had the option to send InMails via Sequences directly through HS. Using the traffic tools in HubSpot as our point of reference, using a drilldown with the API is essentially the same. So for us, this would be at Step 3, but there is no way to re-start a sequence, which might be a good point for HubSpot to consider. Hi everyone, When someone signs up for our trial, we try to call asap. If we can't connect, we enroll the prospect in an email sequence. Is there a way this can be done and if not, is there a way to remove people from a sequence in mass/bulk to t. Website Pages. Hi. Watch training. Once you've translated your sales process into deal stages like this, there are two additional stages you'll want to add: an "On Radar" stage and a "Closed Lost" stage. Workable, but not ideal. 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. I have the automated emails in a queue, is this the issue?See how to create automated sequences in HubSpot. If you'd like to learn more or need help with HubSpot, book time with me here - an email sequence is created and people are already enrolled, it would be ideal to allow for edits within the sequence. 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. 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. I'm running an outreach campaign for my client, which includes Sequences. ; Classroom Training Schedule in-person training for a hands-on and. LinkedIn actions require a Sales Navigator subscription. However, the report onyl shows 79 mails for this week so far. Delivery. Reconnecting sequences after Gmail got disconnected. 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. Below you’ll find a quick overview of the main tools in your HubSpot account. We use cookies to make HubSpot's community a better place. You can find all the updated questions and answers related to HubSpot reporting certificate exam on the “ HubSpot reporting certification ” page. Contacts enrolled by other users won’t be paused . In the dialog box, hover over the template you want to send and click Select. That’s really what the marketing product is intended to do. What's not possible is enrolling the same contact i. Our old CRM (Lasso) used to allow us to do this on mobile, but they did not have the app. (I'm sure Sakari or other would work just as well. 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. , free trial) Check Enrolled: Use a IF/THEN step to check if the contact has already enrolled in any sequence or has a specific tag indicating sequence completion. Know your ideal buyer profile and the persona you are targeting. The second workflow will not wait and sequence enrollment will fail. They both confirmed that, at the moment, the only way to edit the sequence. We are currently assigning 2 points for a recent sales email clicked date that is less than 30 days & 1 point for a. ; In the dialog box, use the search bar to search for a sequence by name or click the dropdown menu beside the search bar to filter your sequences by All, Created. Currently, the only way to pause sequences. Any individual salesperson can create their own templates, sequences or edit any existing template or sequence. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. We use cookies to make HubSpot's community a better place. Please mark it as Solution Accepted & Upvote to. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. 1. Then add valuable content. A reply to an email that is sent as part of a Sequence will automatically unenroll that contact from the Sequence. ) and by doing this task you have some extra relevant information that you want to add (a note) with the next task. 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. 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. However, although I can see in the sequences' performance the "click rate", I cannot find a way to see which links have been clicked within the sequence. 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. Hi @KSwift, Thank you for sharing your feedback! I found this feature request ( Directly Display of Emails in the Sequence) in our Ideas forum. It would be a very low level of effort to increase this from "5" to "10" or "20". If someone books a meeting through the meetings link in a sequenced email, it counts towards the meeting rate for that sequence.