Enrolling Contacts into HubSpot Sequences

Enrollment Methods:

Method	When to Use	Notes
Individual Enrollment	For "Moment in Time" Use / Case by Case touch	Best when manually working a single contact
Bulk Enrollment	When enrolling a defined list	Up to 50 at a time, Requires a clean list or filtered view
Workflow Enrollment	When enrollment should be triggered by behavior (Ex: Form Submission)	Not recommended for bulk enrollment

Pre-Enrollment Checklist:

Before enrolling any contacts - verify the following:

Sequence is final and tested
Sender is correct (who is enrolling the contacts and will be assigned any tasks)
List Criteria is accurate and has been reviewed

Individual Enrollment:

Open the Contact Record
In the Top Left Box, Select "More", Next to the Activity Buttons
Select "Enroll in a Sequence"
Select your Sequence - If another user created the sequence change owner to "Any"
Update the Send time if you don't want to send to start the sequence right away
You'll see all steps on the left hand side of the window
You'll then be brought to a page where you can make edits before starting the sequence
- Once a contact is enrolled, no edits can be made to their content
- Any edits made to the sequence itself, will only show the update for future contacts enrolled
You can review the send days and times, as well as the email task reminders in this window
Once you're ready, Start Sequence!
Video Tutorial Below

Bulk Enrollment:

You can only enroll up to 50 Contacts at a time, if you have a list of 200, you will have to repeat steps 4 times!

Bulk Enrollment requires a CLEAN List

See SOP on Best Practices for Filtering Lists - Coming Soon

Open your List or Contact View - These steps will work the same for either
Sort from A to Z or Z to A
Set up your page to show "Up to 50"
Select all on the page
Select More
Select Enroll in Sequence
See steps above on the sequence window
The biggest difference between individual and bulk, is you can't edit the content for all 50 you've enrolled, however, you can edit an individual email within that 50 though
If you pulled in personalization and there was no known value, you will see a red dot on the left hand column side. You can either:
- Add a new value or Remove the token
- You won't be able to start sequence before fixing the errors
Ensure you have all 50 (or whatever count of contacts you're enrolling) selected in the top left of the sequence window
Start Sequence
Video Tutorial Below

Escalation Path:

Escalate to CRM Specialist if:

You need support in planning or creating your sequence
You need help filtering you're contact list or view
You are looking for workflow enrollment or un-enrollment - not for bulk enrollment

Sequence Performance can be reviewed in the Sequence Tab itself! See more here

Individual Enrollment Tutorial:

Bulk Enrollment Tutorial: