If you have a ton of different sequences, this becomes less desirable. Select the goal for your sequence. Additionally, under Menu > Reports > Reports > Create report > Custom report builder, you can create custom reports using the. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. . Browse our awesome course library. This would only work going forward, not historically. Your best bet here is within the HubSpot portal. Professional Growth. Turn on suggestions. Thanks for the info. @NWoodward - As long as you have your email provider connected with your HubSpot portal you could send a group email from within your email provider, BCC'ing in all the relevant contacts and - as long as the integration is set-up and 'log' email is selected - these emails will pull through to the relevant contact record in HubSpot. Through the regular enrollment options, this cannot be changed. If you want to automate marketing emails using. 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. Some will be engaged and qualified, while others will be engaged but a bad fit. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Reconnecting sequences after Gmail got disconnected. However, they mentioned that it would be great if they had the option to send InMails via Sequences directly through HS. You can filter such contacts into a list by going to "Lists" -> "Create a list" -> "Contact-based" -> "Active List". English English Español Português FrançaisHi everyone, portals with Sales hub Enterprise are now able to enroll contacts in a sequence using workflow (and on behalf of another user): Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in; Use the Sender dropdown menu to select the user that will be listed as the sender of the sequenceSep 11, 2019 1:47 PM. To select a video from the files tool, click Browse videos and select an existing video's thumbnail image. The exception is enrollment via workflow. ----------- This is now in. Turning your leads into customers is no easy feat. What I mean specifically is that workflows are great for higher in the funnel to determine next action and set a singular task. 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. Because sequence is a part of sales and everthing else is marketing. HubSpot Sequences offers an alternative to Workflows that use HubSpot Lists. , 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. Which. Enrolling a contact into a sequence API. There needs to be an option in Workflows that allows for the assigned Contact Owner's HubSpot Signature to populate to Email Templates and Templates in Sequences triggered by the Workflow. This would facilit. 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. You can see this in the Sequence area of hubspot but not in reporting. Tips & Tricks. The two properties you want to use for your list are: Recent sales email clicked date (Sales Hub Professional and Enterprise only): the date of the last time that the contact clicked on a sales email. Sequences - upcoming tasks. If you’re looking for some more tutorials and resources about using sequences, here are a few to get you started: HubSpot Academy: Sequences. 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. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. Certain emails within the sequence may perform better with variable. You’ll then import your data with a practical exercise. Sequences are surprisingly limited in the control they allow over delays. If it's not there, you could unenroll the contact from the sequence and then re-enroll them. Linda Deals can't be enrolled in sequences, only contacts can be. Thanks for your patience while we put the pieces back together. Keep at it, and use your sequences to help with this. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. This A/B testing example shows how hero image changes can impact user behavior and conversions. Hi @johanwaldeck,. 2. I want to leverage the a/b performance results but I found a possible way: - When creating a/b testing email marketing, on the performance option, you can create a static list from each one of the versions. 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. Here are some steps you can follow to build an automation. Use sequences properties and activity as Contact filters in List and Workflows. Instead of limiting users to 150 enrollments/day, limits are increasing to 500 automated 1:1 email sends per day in Professional and 1000 automated 1:1 email sends per day in Enterprise. 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). If you edit the steps in an active sequence, the changes will only apply to newly enrolled contacts. For example I may want to enroll everyone at company x with 50 employees. If someone books a meeting through the meetings link in a sequenced email, it counts towards the meeting rate for that sequence. 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. Honestly, I hardly use the Hubspot app because this feature isn't there. . Certifications. Use finished sequence to trigger workflow. In combination with a filter for Contact owner is any of [you], you can find those contacts which have never been enrolled in a sequence or where this has been a. . . It would be a great idea to allow for multiple Sequence enrollments for portals with Business units - as multiple Business units can be looking to prospect to a single contact. 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. sales emails that are sent from the user's email. Create the ability to add placeholders in sales templates. the name of the sequence that someone was enrolled in, when it was sent etc. It has 36 upvotes and is 18 months old. The ability to pause and resume sequences is now live to all portals with access to sequences! You will be able to do this from the enrollment table of the specific sequence. HubSpot CRM connects to Gmail to help you uncover more leads in less time, connect with those leads, and close deals faster while managing all your contacts in one central database. Hi guys, Wanted to ask a specific question about sequences. Drilldowns. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. Sometimes you put a prospect on a sequence and things happen. My contacts are "Paused" and I can't figure out how to move them to "scheduled. 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. Sequences. May 4, 2023 -. In the right panel, select your alternate (B) email. You’ll then import your data with a practical exercise. , fully opting somone out from all one-to-one emails is a much more. Connect with the apps your team already uses. Know your ideal buyer profile and the persona you are targeting. In the message ribbon, click Sales Tools > Sequences. This could be for A/B testing email sequences (a feature which, until added, means that HubSpot simply can't compete with pure emailing softwares like Outreach. The sequences need to be universal meaning you cannot "hard code" a sales rep name into the sequence. However, the contact is still enrolled in. Now, Sequences detects out-of-office replies, ignored them, and keeps those contacts enrolled in the Sequence. Once we have done this, we will be able to make this data interactable, allowing folks to drill down and view the specific contacts. In Planning. If opened email, create a task 2. You can then use this property for reporting or list building. How to tell your buyers are in Consideration mode: Your website visitors are not equal. The first email is a response to their enquiry. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. You can then use this property for reporting or list building. Out-of-office. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. In this lesson, you'll learn the fundamentals of. Honestly, I hardly use the Hubspot app because this feature isn't there. The 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. Scott from the product team here. You can search existing templates or click Create. We get many many enquiries, the conversion rate is very low. In this HubSpot tutorial, we will walk you through how-to create sequences in HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click the Email tab. Website A/B Testing Examples. Custom Sequence Column fields. Give them a way to opt out of the emails to save yourself from being reported as SPAM. 5,000 sequences per account, and up to 1,000 email sends/user/day. g. Best practices with sequences are highly dependent on A) your job role,. HubSpot Academy is the worldwide leader in inbound marketing, sales, and customer service/support training. Email sequences can toast your domain reputation if you're not careful. I live in sequences! They have made my joblife 1000% easier and more consistent. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. HubSpot Sequences is a marketing tool that will help you to create sequences of emails, social posts, and ads. 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. We are finding the sequence email tool helpful for quote follow up activity. Now, Hubspot supports the ability for these automated emails to only be sent on business days. Move to Any Step Option for Sequences. . a month ago. Academy Partners Nonprofits Ideas. Skills Enhancement And Show Off. 2. HubSpot's customers know our software better than anyone else, and having their continued input and creativity is essential. Below you’ll find a quick overview of the main tools in your HubSpot account. 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. To get started with tasks in Sequences, create a new sequence, and look for the "Add a task" option (shown above. Currently, contacts can only be enrolled in one Sequence at a time. Reply. HubSpot is a leading customer relationship management (CRM) platform for scaling companies. Hi , Yes, you can. Click the Create Sequence button. HubSpot Tutorial Summaries. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. I appreciate we can review Sequence. You want to make sure your DNS records are properly set up (SPF, DKIM, DMARC). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This will occur if you selected. Explore all that HubSpot Academy has to offer from lessons and courses to a bootcamps and learning paths to learn everything you. 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". We would like to show you a description here but the site won’t allow us. Improve your team’s efficiency by automating business processes in HubSpot. Hi @DTaylorNTI, Yes, you could pick any of the below contact properties and filter for ". " You would create these with HubSpot's tracking URL builder or Google's campaign URL builder and then replace the existing URLs in your sequences. Using tokens, I want to be able to personalize as. Lead Scoring. LinkedIn actions require a Sales Navigator subscription. Sometimes, there are sequences with more than 300-500 contacts and. Please find attached a screenshot of the settings: Lesson Description: In this lesson, you’ll learn the pre-import steps for organizing your data and preparing it to be imported. To learn more,. 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. In your HubSpot account, navigate to Automation > Sequences. This is yet another reason why HubSpot is a substandard solution for creating sequences of emails and calls etc. Here, you'd filter for "Email hard bounce reason is known AND Last sequence enrolled is equal to [sequence ID]". Hi! As for now, "Last Sequence Enrolled" property shows only the sequence Id. For example, there is currently no way to add a delay at the beginning of a sequence. It was for a home builder, so the buyer was under contract, but the sales agents had to maintain the relationship while the home was under construction until the buyer could close and the deal was funded. 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. removing email signature. We use cookies to make HubSpot's community a better place. 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. . These HubSpot sequences are designed to guide contacts along a specific journey, delivering relevant content and nurturing relationships to drive desired outcomes. You'll want to use one-to-many (Marketing) emails for form follow-ups. You can indeed use workflows to enroll contacts in a sequence if you have the Enterprise Sales or Service Hub. It seems strange that we can sync so many things to Salesforce except sequence activities. Sequences. HubSpot Product Team. ; Classroom Training Schedule in-person training for a hands-on and. You would also need to update your template in the sequence to use a personalization token for this property. Sequences ; Workflows; Using automation eliminates many tedious and manual processes. I don't think a bounced Contact should be included, since this is not a positive response. 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. Hi Commmunity! An update here from the product team: We are currently undergoing some major changes to the infrastructure of sequences to allow for a number of improvements, including the ability to enroll multiple contacts in sequences (CC, BCC, and TO:). Workflows and Sequences Record customization Object user management Dashboards and Reports . It will remove the "Upcoming" entry from the contact record, the entry about the sent confirmation email will stay. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It would be helpful to have additional CTA options to unenroll contacts from sequences beyond the standard "booked meeting" or "replied to email. In testing, I just realised that we cannot put people onto more than 1 sequence. . Then add valuable content. We get many many enquiries, the conversion rate is very low. Instead, we are limited by one day (see screenshot). Building a sequence is similar to building a smaller campaign – it starts with knowing your ideal. You’ll also learn how to import that data into the HubSpot CRM and how to find errors that might occur during this process. Click the sequence name. But an automated, out-of-office reply isn’t really a sign of engagement the way that an actual reply is. You can also use simple automation within existing tools to manage. 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. If you have a sequence with delayed steps and contacts are going through the sequences at different times (based on when they are added). ; Classroom Training Schedule in-person training for a hands-on and personalized. Create an email workflow that will enroll the lead in the call task sequence and then immediately start sending marketing emails from the sales manager. . To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. Workable, but not ideal. Instead of limiting users to 150 enrollments/day, limits are increasing to 500 automated 1:1 email sends per day in Professional and 1000 automated 1:1 email sends per day in Enterprise. Plus there are other applications - example. When you schedule a task using Sequences, the task will populate in HubSpot CRM, and optionally, Salesforce (as long as you have Task Sync. When you create the contact property, choose "rich text". What often happens for my clients though, is that the prospect doesn't book a meeting using the meetings link in the first two sequenced emails sent, so the sales rep. The email reply will also be logged on the CRM record. So it would be ideal if Sequences could also be included in the Assets that can be tracked via a Campaign. Sales Hub is full of tools that are designed to help sales reps move faster. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. Cookies help to provide a more personalized experience and relevant advertising for. Hi there, This isn't possible. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Send a test email in sequences. io). Under filter, use "contact property" and then "unsubscribed from all email is equal to True". Right now there is a events trigger available based on sequences but it would be great if we could refine that trigger further. ; Classroom Training Schedule in-person training for a hands-on and. At my organization, our business development team will run leads and contacts through various email sequences prior to either moving the lead to our Sales Reps or dispositioning the lead back to marketing for general nurturing. 2) Connected calls can be factored into sequence reply rates and reflect increased response rates to sequences (so we understand the % of sequences that ended from. . Randomization is per step in the sequence. It's common for us to have multiple deals/projects for the same contact. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. In the Video type section, select HubSpot video. We use cookies to make HubSpot's community a better place. Certifications. We use cookies to make HubSpot's community a better place. 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. Inbound Consulting. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. Marketing Emails & Sequences. We're looking for ways to automate what happens after a contact finishes a sequence. HubSpot Sales Hub. Today, there is not an easy way to see the previous sequence history that specific contacts have been enrolled in. You can also customize the delay between sequence steps so emails and. In the right panel, select the checkbox next to the name of the contact you want to enroll. Hubspot onboarding, sequences and workflows. illness, weather (hurricanes) and there is no sense continuing sending them emails and making calls when you know they aren't going to be there. HubSpot Academy Learning Opportunities. We also have to go through the single contacts manually to know which contact replied or read the message, which contacts bounced etc. 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. All 100 contacts would receive Email 2 (A). How can you best determine when the contacts will reach the end of the sequence without the manual math to do for each contact one at a time? You must be a registered. Hi Commmunity! An update here from the product team: We are currently undergoing some major changes to the infrastructure of sequences to allow for a number of improvements, including the ability to enroll multiple contacts in sequences (CC, BCC, and TO:). 1) After receiving an email, clicking "reply" and using a sequence to respond back instead of a one-off email. The above answer is related to HubSpot reporting certification exam. Browse our awesome course library. Marketing Emails and Sequences. My contacts are "Paused" and I can't figure out how to move them to "scheduled. Hi @NWoodward,. Especially as you guys think more about insights around best. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. If not opened email, send the email again in two days and then go through the rest of the sequence 3. Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. ; As you can see, a Sales Hub. See how to create automated sequences in HubSpot. This will soon be in beta and rolled out to all customers with access to sequences shortly after. Allow more control over time delays in sequences. 2. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to manual follow up methods. That said, if you. Here's how: Click Automation and select Workflows. If you want to personalize this email or send a different email based on a record property, using if/then branches:One of the things I like best about the sequences and templates is the customization and the personalization that's available. You don't need to waste time training your team on new sales software. July 31, 2017 12:12 PM. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. In the top right of the sequence page, click Enroll contacts. What we are trying to accomplish is attach the same characteristics across mulitple contacts so that I don't have to indivdually enroll each and everyone. 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. Follow these tips and you'll be well prepared to study for your next HubSpot Academy certification. Earning the attention of today’s empowered buyer; Orchestrating Your Outreach with Sequences and Tasks; HubSpot Knowledge Base: Sequences; HubSpot Community. Here is a KB on it. 1. 1. All of these improvements also come with a new send limit for sequences. Earning the attention of today’s empowered buyer; Orchestrating Your Outreach with Sequences and Tasks; HubSpot Knowledge Base: Sequences;. There are several email automation software on the market today — the key is selecting the best option for your business and goals. Some may very short term sequences such as every 2 days for a service call estimate, or a long term sequence for a larger Cap X project where we follow up every 4 to 6 weeks. If you used any placeholder tokens in the template, update the placeholder text before sending. Our old CRM (Lasso) used to allow us to do this on mobile, but they did not have the app. Initial 'sorting hat' workflow. Sequences was designed for automated 1:1 email interaction. Marketing emails are more likely to go into promotional inboxes or spam vs. 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. I understand that the only way to find the name of the sequence is through the URL (writing the portal ID and the sequence ID). We use cookies to make HubSpot's community a better place. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. Once you have your filtered contact view showing the 10 contacts, you can check the box for. What Are HubSpot Sequences? HubSpot Sequences are an automated tool that sends email templates to HubSpot contacts directly from your internal team members. 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. All Products and Features;This would be such a useful addition. Click the name of the email. And some of them are replying. Use bulk enroll for specific use-cases, not for prospecting. ". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. When creating prospecting sequences for our sales reps, we like to mix in automated emails with call/voicemail follow ups. Make our email automation workflow live and monitor its progress. Mar 13, 2023 4:03 PM. Unfortunately, as Connor mentioned on this similar forum thread - HubSpot Community - Getting Email Data from Sequences - HubSpot Community, there's currently no Sequence API that can pulled out Sequence reports. We want sales people to be able to send a quote, then enrol the person in the sequence immediately, wait X time and if there has been no. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. Sign up for free courses. We need to be able to put them in a sequence for each one. 1. Rather than using the sequence step of sending an email we've decided setting a task to send an email if a voicemail was left was a better step. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I live in sequences! They have made my joblife 1000% easier and more consistent. 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. A workflow is then triggered based on 'Lifecycle Stage = xxxx '. 13:40 – HubSpot Sequences. . Opting them out from the one-to-one email subscription type would indeed be the safest option. Make sure to think hard about which contacts to exclude from this, especially those who have "experienced" a sequence before. Think of Sequences as an automated extension of your Gmail your Outlook inbox. Coopers. I'm not sure the an email created through a task is considered a sequence email by HubSpot, since the email is not sent through the sequences tool. 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. We have over 900 sequences and over 2400 templates which makes finding the correct ones pretty. When you're building a sequence, best practice is to connect it to the why behind your follow-ups. Enroll in HubSpot Academy Kyle Jepson Published: September 16, 2020 For as long as Sequences has been around, it’s primarily been an email automation tool. The sequences will always sent from the personal email address which is connected to that particular account. You could even do this in bulk with everyone on the same sequence. 1) If the call is answered and we connect with the contact, we should have a way to immediately end the sequence for that contact -- so we don't forget to unenroll the contact. View Map & Address Visit Website. Reply. context and value are key. In the left panel, click the Email icon email. It's common for us to have multiple deals/projects for the same contact. Turn on suggestions. In this Hubspot Sequences Training video we'll cover the ins and outs of this powerful sales tool, how it works, and help you get started with your first HubSpot sequence of your own. That way he could simply supress his default signature and. supress signatures in Sequence emails. If I set a sequence with 3. One of the articles showed "sharing" the sequence but that functionality appears to have changed. Currently, the only way to pause sequences. Solved: Hi all. . Outreach sequences assist in pinpointing the key areas to concentrate on while communicating with potential prospects. When you're building a sequence, best practice is to connect it to the why behind your follow-ups. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. This can improve the quality of your content and help you build a stronger brand identity. Call Clinic. 13:59 – Reports/Analytics. Thanks for your patience while we put the pieces back together. In the meantime, you can. This is a critical element impacting the overall effectiveness of this automation expansion. 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. Sequences was designed for automated 1:1 email interaction. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A few things to think about: Deliverability. Hover over the name of the sequence you want to edit and click Edit or click Create Sequence to create a new sequence. Learn how to identify prospects, personalize outreach, and create effective sales presentations with HubSpot Academy's Inbound Sales. Skills Enhancement And Show Off. To create and execute sequences, the HubSpot user account must meet the following requirements: The user account has an assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise seat. In the workflow, I just create two if/then branches based on the contacts on the 2 list. For example, there is currently no way to add a delay at the beginning of a sequence. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. You’ll see the same types of reporting as well. (I'm sure Sakari or other would work just as well. 2. It seems like the open rate is working, but the reply rate is not. Any individual salesperson can create their own templates, sequences or edit any existing template or sequence. 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. Email 3 will also be split with 50 contacts receiving A and 50 receiving B. Here is how this will look: I'm updating this idea to 'Being reviewed'.