We’ll cover: - How to enroll contacts in HubSpot sequences - When you should use Sequences -----. 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. 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. In the upper left, click the Manage tab. If, for some reason, you are noticing your contacts are not being enrolled, you should first check to make. Click the name of the workflow. 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 sequence is. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. This is now available in Sequences. Using Sequences, you can tee up your follow-up for the appropriate day and time. Email 3: Social Proof + Invitation to Chat. Last sequence enrolled date: the date the contact was enrolled into a sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Enroll in HubSpot Academy. From making an ecommerce purchase to ones listed. Hover over an event for the record, then click Unenroll. This is needed, for example, to be able to clean your contact lists of anyone who may have bounced. A little late, but in case you hadn't figured it out yet, you can enroll multiple contacts into a sequence by: A) creating a list of all pertinent contacts and enrolling that list into the sequence, or. . You can't add a delay using the automation in Sequences. Contact Access - Permissions. This type of sequence can provide a personalized experience for your prospects while automating some of the more tedious tasks your sales team deals with. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. So to give more clarity. What is the fix for this? Solved! Go to Solution. Particularly as we have the Hubspot email integration, there are some contact records where the logged email history should not be visible to all users. See moreEnroll contacts in sequences using workflows. If you are not sure which enrollment triggers to use, check out this guide from the. To filter your activities by Activity type or Sequence enrollment, use the dropdown menus at the top of the table. . Sep 11, 2019 1:47 PM. It's sorted by most recent. To learn more,. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed. Here are some details going into the weeds a bit (in case this also helps!): To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 4. In the dialog box, click Yes. Contacts already met the workflow goal. e we enroll contacts into the sequences but not the companies. hence why i think this is an issue for us. the goal settings. Currently, there is no way to unassociate contacts to deals via bulk emailing via List with Sequences. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. In your HubSpot account, navigate to Automation > Workflows. We use cookies to make HubSpot's community a better place. The opportunity to enroll contacts into a sequence is great but without the sender = contact owner it means that I have to create as many branches as sales. Set up the trigger, then click Apply filter. When you are in the enrollment pop-up box click on the drop-down labeled "start at" next to the time zone drop down. Use branches in workflows to send enrolled objects down multiple paths based on specific conditions. A contact or list of contacts can be enrolled in workflows manually as well. Click the name of a contact-based workflow. Free HubSpot account: 500 emails per day; Paid HubSpot account: 5000 emails per day; Size limits. Step 9: Enroll Contacts in the Sequence: Go to the contact’s record or task where you want to set up the reminder. In addition to the default "booked meeting/replied to sales email" Sequence unenrollment triggers that are already in place, if HubSpot added the feature of "presence in a Marketing List" for Sequence unenrollment then that would cover pretty much every possible unenrollment use case. Click the name of a contact. Please note: only users with a paid Sales Hub or Service Hub Enterprise seat and connected personal inbox can be selected as the sequence sender. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. Hi , Currently it's not possible to auto-enroll contacts into sequences. July 31, 2017 12:12 PM. There is also no way to unenroll all and then re-enroll them to reflect the changes I made to my sequence. You could enroll contacts into this list based on their list membership. Click the name of an existing workflow or create a new contact-based workflow. You queue up a bunch of emails, personalize them all at once, and send them off. Hey! I was looking for a similar solution for non enterprise, so I thought I'd share. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record only when the Contact owner property has a value. As contacts join the list, they would also be enrolled in the workflow and then the sequence. The contacts have finished and left the sequence. In the dialogue box, hover over the sequence and click select. Receipents of emails are more likely. If they meet the reenrollment criteria but no longer meet the starting conditions, the contact will not be reenrolled. Using Sequences, you can tee up your follow-up for the appropriate day and time. Unenroll Contact from Sequence. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. unenrol settings. Kyle Jepson. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. glencornell HubSpot Product Team March 04, 2020 05:37 AM Hi Community! We've released a number of updates to sequences on March 3rd, including the ability to. If you want to send an email to a secondary email address, you'll have toIt is now possible to bulk unenroll contacts from a sequence. It's probably not the. ; In the left panel, select When an event occurs or When filter criteria is met. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. But be careful, you may not want to enroll multiple contacts in the same Sequence. " Then, it would create a task for the contact owner to unenroll the contact. Please implement the ability to add hundreds if not all. Last sequence enrolled date: the date the contact was enrolled into a sequence. In your HubSpot account, navigate to Automation > Sequences. If we can't connect, we enroll the prospect in an email sequence. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. If you're in a contact-based workflow, select an option in the dialog box. Click the name of a workflow. You can add up to 50 contacts at a time into a sequence, however you have to manually remove each person from a sequence. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. Enroll in a sequence (Sales Hub and Service Hub Enterprise only) Automatically enroll contacts in a sequence. Click the dropdown menu and select the. Replies per enroll: percent of enrolled contacts who replied at least once to any email sent from the sequence. You could however bulk enroll up to 50 contacts in a sequence by following these steps. Track the performance of your sequence. Here's how: Click Automation and select Workflows. nottootoo. ; In the left panel, select a filter type for your enrollment trigger. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. April 19, 2022 Read Time: 4 min Don't have time? Download Now as a PDF Enrolling contacts into a sequence doesn't have to be painful. One such set of activities could be a sequence of 3 emails with the intent of setting a meeting with a prospect. On the contact's timeline, hover over the sequence activity, then click the Actions dropdown menu and select Edit sequence. If you go in to Automation > Sequences and click on the sequence in question you can see reports for all enrollments for all time, or set a date range. Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. (This is preset. Does anyone know if there is a way to limit the visibility of a. Surprised it's not intuitive to enroll a Contact from their record. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. Hi , Sequences worked on the basis of contacts, not companies. (I'd appreciate it!) Have a great dayHi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: Your workflow could look like this: Let me know if you have any questions! You can help others find this information by accepting this as a solution. One workaround is using workflows to enroll contacts/leads in a Sequence if you have an Enterprise account. This is now available in Sequences. Or, you can manually enroll a contact or a list of contacts into a workflow. Unfortunately not, no. In this walkthrough video, our social media specialist Alyssa walks you through step-by-step for sequence creation and how to enroll a contact and list into. Go to your HubSpot account and navigate to Contacts > Contacts. " Click "and" to select the same workflow, then select "has not met the goal. . In the right pane, set an unenrollment trigger. E. Hello, our team just upgraded to Sales Enterprise so we could use the "Enroll in Sequence" actions within our workflows. - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user -> unenroll from sequence. We use cookies to make HubSpot's community a better place. Thank you for the consideration! (Edited: Removed the reference to missing email signatures as that's been delivered. Our sa. Agreed with all of the above, but I'd also like to be able to create a new deal associated with a contact based on their sequence enrollment. Once the contact completed Sequence 1, the task was created. Step 1: Access Sequences: In HubSpot, navigate to Automation > Sequence. We use cookies to make HubSpot's community a better place. Sequences allows salespeople to send a series of targeted, timed emails to nurture a prospect over time. Click on the “Create Sequence” button. If this list is for a one-time send, naming can include the date of the send. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. suppression list settings. Enter your sequence’s name and click the “Create” button. Enrollment Criteria The starting condition for any workflow could be to manually or automatically enroll contacts. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. Go to Workflows. Hover over the name of the sequence you want to edit and click Edit or click Create Sequence to create a new sequence. In the right panel, Workflow memberships section, click Manage. Literally the use case is: - You have an onboarding questionnaire - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user ->. SteveHTM. (Knowledge base: Enroll and unenroll contacts in sequences using workflows)In the workflow editor, click Set up triggers. However, there is a problem! You can only send out 1K emails per day per sales role. We don't grab everyone's email at first. I agree, such a simple feature. This workaround will enroll a contact in a workflow if they are currently in a sequence and had a phone call with the call outcome "Connected. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. Here, you'd filter for "Email hard bounce reason is known AND Last sequence enrolled is equal to [sequence ID]". When an object does re-enroll, all actions in the workflow will be executed for the object. That's the issue is there. Click the name of your sequence. . Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Hopefully more functionality to action outputs from sequences is coming as built in functionality, as this is a bit clunky. We don't grab everyone's email at first. Allow cookies. ) to pull much more granular data than HubSpot's native exports allow. Personalize your messages and create valuable human connections with your prospects. HubSpot Product Team. We use cookies to make HubSpot's community a better place. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created with such filters. We'll probably go ahead w/o the delay but we'd prefer to add a 30 minute-delay to make it auto-enrollment seem more. You can access the sequence ID by look at the sequence URL:. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. In the workflow editor, click Set up triggers. The HubSpot search will look at a variety of data points, including notes, associated tasks, call logs, full list here. . ----------- This is now in. I've submitted feedback to the team as well to suggest they share a tooltip, or other help text, to help users understand why this is a number based property. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). If the record was created, it would enroll into the same workflow. 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. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. Deals can't be enrolled in sequences, only contacts can be. Good use-cases tend to be event-based. On the workflow details page, click the Action logs tab or the Enrollment history tab. Hello, I have recently aquired some additional email addresses for an existing contract on HubSpot which already has a primary email address. Give your HubSpot email list a concise name. I just don't see a way to do it unless I incorporate custom code, and not even sure where to start with that. You could place the link next to actions when selecting all contacts etc. 2. Click the name of your sequence. This tool is often confused with the platform’s workflows tool,. Two new metrics will be added to Sequences for Sales Hub Enterprise customers: Deal Rate - the percentage of contacts enrolled in a sequence that resulted in a deal being created; Total Revenue - the amount of revenue from closed won deals influenced by the sequenceWhen we enroll prospects in our sequences, they go through the sequence and We use cookies to make HubSpot's community a better place. Placeholers => required to be manually personalized before enrollment. The workflow types can be created for the following objects: Contact-Based Workflow. I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. In your HubSpot account, navigate to Reports > Dashboards. Set how long the delay will last by using the Days, Hours, and Minutes fields. 4. This will soon be in beta and rolled out to all customers with access to sequences shortly after. This is criminially inefficient. The closest you could get with just the sales product would be to create a task via our Engagements API for the rep to enroll someone in a sequence once someone signs up for your product. Sequences is a 1:1 email tool connected directly to your personal inbox, so high daily send volumes (IE: 1000+) can have very negative impacts on your sending deliverability. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Currently, only 50 contacts can be selected and added to a static list or enrolled into a sequence at one time. Click the Delay type dropdown menu and select Set amount of time. Hope that helps. In your HubSpot account, navigate to Reports > Dashboards. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Download now - 7 eur. You create a list for contacts where Recent sales email open date is less than 1 day ago, for example. Sales Hub Pro - Onboarding step 1 : Strong foundations. Just head to the Sequences tab in HubSpot, find the Sequences where the. Karsten, I have applied that filter to the active list and now have a static and active list. Solved: HubSpot Community - Re: Create List based on Sequence Activity - HubSpot Community. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To set your criteria, select an option: is equal to any of: select the media from the dropdown menu. Click on Create workflow. Select the workflow in question, then select "contact has been enrolled. Currently I'd have to go through the enrollment process 50 times. As far as I know, we can only suppress contacts by Now in Sequence is equal to True (available as an active list filter) – but not by specific sequences. Let’s say, a lead booked a meeting but didn't show up. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Thanks HubSpot!English English Español Português Françaisto "The ID of the last sequence enrolled. Import/Select your list of contacts. Does anyone know if a workflow is possible that has a lead status cause unenrollment from (specific. An 'Enroll in sequence' action and an `Unenroll from sequence` action. ). 3. Obviously, there are a lot of ways this could go wrong. In order to re-enroll contacts at the correct place in the sequence (rather than have them receive any steps more than once), you have to export, create lists, and re-enroll manually. Unfortunately, I don't see any way to filter out the companies unenrolled in sequences Hope this helps! If we were able to answer your query. By using this date filter, you could exclude contacts from your enrollment list that were in a sequence recently. In the upper right, click. I had previously enrolled users to that sequence using a set of filters into our HubSpot contacts. Resource HubSpot Knowledge BaseWe use cookies to make HubSpot's community a better place. Select the checkboxes next to the contacts you want to enroll. . At the top of the table, click Enroll in sequence. Use sequences properties and activity as Contact filters in List and Workflows. Hi , You should enroll from a third list or a filtered view on the contact index page (Menu > Contacts > Contacts) by clicking Advanced filters above the contact table. Feels like a bit on the nose that the ability to automate adding to a sequence is restricted to Enterprise sales hub – seems like a pretty core function of automation that was initially missing, not an enterprise feature to me. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. For example, how many people click on your calls to action to enroll in something, or download content, or visit your website, or book a call. We don't grab everyone's email at first. 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. Enroll contacts in sequences using workflows. I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You would setup a 3 part email sequence, enroll the contact in the sequence and they will. As a Free user, I run a weekly task to mop up prospective customers who have fallen out of sequences using the "Last sequence ended date" contact property: This sounds like something that Workflows would be helpful for, if you're a higher-tier user. We use cookies to make HubSpot's community a better place. Hi , This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. You can make this selection based on. For the next step, you're going to select the contacts that you'd like to enroll in the sequence. Reply. January 22, 2020 11:22 AM. How do I use sequence in HubSpot?A HubSpot sequence helps you to send series of sales emails or create tasks for bottom of the funnel leads. To learn more,. 1. At the top right, click Create workflow. 4. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. You'll also see a "Status" report below. Select the HubSpot account that you want to connect. In your HubSpot account, navigate to Automation > Workflows. Cannot Enroll Sequence to Workflow. CRM & Sales Marketing Service RevOps & OperationsSuper Admins with a Sales Pro seat should be allowed to enroll at a minimum, at least 10% of contacts based on their daliy send limit. Does anyone know if a workflow is possible that has a lead status cause unenrollment from. This file contains all possible real exam questions with 100% correct and verified answers. This idea is on our radar, but not our roadmap at this time, specifically through the end of 2023. Enroll the contact in the sequence either manually or automatically based on. . You queue up a bunch of emails, personalize them all at once, and send them off. With the workflow, as long as the desired contacts are in a list, you can use that. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. There is no workflow enrolment limit - the main limits are either: the enrolment settings. . Types of branch logic. . We use cookies to make HubSpot's community a better place. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. If you don't see this option. This one is similar to the suppression list, except that goal lists serve a different purpose. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. 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. July 31, 2017 12:12 PM. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. With this release, we will remove the limit for emails in s sequence. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hover over the workflow, then click Edit. One of mine looks like this,. 2. Give it a try and let me know how it goes!When reviewing your workflow history, you may see that an action was skipped to prevent an infinite loop. There is a free chrome extension called " HubSpot SequenceThe task is automatically assigned to whoever sends the email, but if we have BDRs who send emails on behalf of the sales team and need the sales team to follow up, the agents have to reassign the tasks by hand. 3) Filter all of your. You would want to set those up with the appropriate permissions. HubSpot interprets 'is known' as 'has changed', too, so an additional enrollment will increase the number and HubSpot will trigger re. SarahMayo1. 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. Hubspot tends to focus alot more towards B2B. Gmail send error: when you enroll a contact in a sequence from Gmail, the first step is executed by Gmail, not the HubSpot email system. The Feed tab is a list of all of your sales activity notifications from the last year. Is it possible to bulk un-enroll a group of contacts from a sequence? We use cookies to make HubSpot's community a better place. Create a list. If I could generate a list of all contacts from sequence A I could then enroll in B, but I can't figure any way to do this. How-to enroll and unenroll contacts in sequences using workflows in HubSpot. Check your inbox connection within HubSpot and your email client. This is very time consuming, if you have a company that has 100+ co. 1. We use cookies to make HubSpot's community a better place. In your HubSpot account, click Automation in the main menu and choose Workflows. When you create a HubSpot Zap, you'll be asked to log in to your HubSpot account (unless you are already logged in). Select a contact to enrol and click the email icon in the left panel. Locate the contact and sequence email you wish to. For example I may want to enroll everyone at company x with 50 employees. In the right panel, click the Re-enrollment tab. In the right panel, view the record's workflow history. In the Sequence - navigate to the Sequences homepage and click into the Scheduled tab. ) Alternatively, if you want companies who have neve. This way is possible to select up to 50 contacts to enroll in bulk. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Any changes you make now don't affect them anymore. I'm using a sequence to reach out to users. ) Alternatively, if you want companies who have never had a contact in a sequence, create the following lists: List 3: Company is associated with contact where Last sequence enrolled date is known. HubSpot Product Team. You can bulk enroll a list to a sequence following these steps 1) Create the list 2) Go to contacts and then contacts again. what criteria are you trying to use to build the list? Just about every sequence property is available, so I'm curious what's missing? Also, if you want to reach the product team, you'll need to share your idea in the Ideas Discussion. Hi @ZHerman,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. You can get an idea about the exam format and prepare for it. Source: HubSpot. It seems like an easy step to add "Assign task to" and be allowed to select "Contact Owner" directly in the sequence. We use cookies to make HubSpot's community a better place. ; Academy Certify Courses A collection by lessons and practical training leading to an industry-recognized certification inside HubSpot’s tools or strategy. In the top right of the. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. If you are not sure which enrollment triggers to use, check out this guide from the HubSpot Knowledge Base. 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. To. We'll discuss how the HubSpot sequence works, why you should use it, how to use Sequences effectively, what features are available in Sequences and. Last sequence enrolled date: the date the contact was enrolled into a sequence. In the left sidebar, under the Communication subscriptions section, click View subscriptions. Providing a precise name will be helpful when referencing lists in. I'm linking the knowledge base article HERE . click Enroll from a list. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Connect to HubSpot. . Free updates included. To learn more, and to see a full list of cookies we use,. As contacts join the list, they would also be enrolled in the workflow and then the sequence. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. ReportsA Fundamental Change in the Sequences Tool. " Click "and" one more time to select "has completed workflow. With this release, we will remove the limit for emails in s sequence. Sequences cannot be sent on behalf of someone else. Finally, you will be asked to give Zapier permission to access your account. We have hundreds of new potential clients a week. In the workflow that you want to trigger a sequence, click the + icon. Sometimes we get a call back from the prospect and do a discovery. Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. In the dialog box, click Yes. Automating follow-ups. Discussions. The email reply will also be logged on the CRM record. Third, turned on my zap. In the search bar in the upper right, search for sequences . You can also change the date and time that the emails are scheduled to. You can select additional properties to refine the objects that you would like to enroll in the workflow. If all steps were successful, your. This article will talk about Sequences and everything it has to offer. What HubSpot subscriptions do you have? The sequence enrolment trigger is only available in a contact workflow. Thank you for reaching out. In Planning. The active list has zero contacts as none have been enrolled. Obviously, there are a lot of ways this could go wrong. After that workflow wizard will be opened. 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. In order for your salesperson to have access to the. Enroll in HubSpot Academy. Yes this will work as long as the email sent from the form is a marketing email. Manually unenroll multiple contacts from the sequence summary page. Unenroll Contact from Sequence. To turn a workflow on: In the upper right of the workflow editor, click Review and publish.