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How to Use HubSpot: Bulk Enroll Contacts in a Sequence

How to Use HubSpot: Bulk Enroll Contacts in a Sequence

Tim Monacella
April 19, 2022

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Enrolling contacts into a sequence doesn't have to be painful. HubSpot has tools you can use to simplify the process. This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences.

This blog post is part of our How to Use HubSpot series focused on helping our readers get the most out of their HubSpot portal with tips and tricks on best practices within HubSpot. Some features and tools can be hidden or hard to find. We're uncovering those tools. Follow along and catch all of our HubSpot tips here.

HubSpot Video

HubSpot sales and marketing software offers powerful tools to streamline your processes and help your sales team become efficient selling machines. When your salespeople use sales processes that aren't repeatable, spend too much time on administrative tasks, and aren't closing deals, sales suffer. Your bottom line is at risk.

Automation is the key to any successful marketing sales team. HubSpot's sequences allow your sales team to stay on top of the sales process through automation. When routine tasks that slow down your sales pipeline are automated, valuable time is added back into the day so the sales team can focus on selling.

Make sure your sales and marketing teams have the tools to set them apart from the competition. You can't afford not to. Check out our HubSpot knowledge base for more tips on making the most of HubSpot Sales and Marketing tools. Find out if you are maximizing the power of HubSpot with a HubSpot Portal Audit. Click on Buzzy to learn more!HubSpot Audit

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[Transcript]

Hey, this is Tim with HIVE Digital Strategy!

I wanted to go through the power of sequences. As you can see, I'm in the list tab right now with contacts. I want to start out by going through how I usually go about enrolling prospects in mass into sequences. It's a good way to keep things segmented and bucketed.

So I actually already uploaded the list, but I can show you real quick. If you have a CSV or Excel Doc, you can select Import. And then, I chose to start an import file from the computer and then one file and then one object. Now choose contacts. Just keepin it real simple. Then I can upload the file. I obviously uploaded the file already. From there, I can go make sure that the properties are mapped correctly. And then it'll upload the list, and it takes a few minutes.

The list I uploaded was only around 50 contacts. So that was pretty quick, but if you have a list of a couple 1000, That will take a little bit of time.

So now, going back to the list we're going to work with. We don't need to select it, but we can open it up right here. And as you can see, all of them are uploaded, and one thing I like to do; it shows that it's currently unassigned. I can go ahead and assign an owner to my name. It could be someone else, but I'll go ahead and assign this, and then once I've done that, it's assigned to me.

All of these contacts are selected by selecting this box right here. I'm going to go ahead and enroll in a sequence, and so in this case, we're going to choose this particular sequence. There's one contact that bounced. That can happen. Getting the sequence ready, you can certainly go through each contact and look at the messaging to make sure that everything is is right. We have fields that auto-populate for the company name. It makes it as personalized as possible.

I usually try to spot-check, but if you have a bunch of emails, you might not necessarily want to check every email. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. It's sorted by most recent. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging, which is really neat.

We can look at editing this as well. It shows the process of this particular sequence. There are certain actions that we have created after each email that needs to be done. It's about creating touchpoints for each individual prospect to encourage them to respond to you.

And so we have different actions that are occurring in about ten business days, or eight business days to be exact. So that gives you a synopsis of sequences. They're very beneficial just because it better organizes yourself to reach out to somebody because what could happen is you reach them once or twice, and then they fall off your radar whereas, HubSpot will always send you reminders within your account to follow up with them, and it'll create a task once this step has been completed. So that's it for now. I appreciate you listening in, and stay tuned for other further blog posts about how to better utilize HubSpot