Skip to content
THE STATE OF MARKETING INBOUND24 Edition
x
Buzzy-chat
Ask AI Buzzy
close chat
fullscreen chat
Buzzy-chat

Buzzy AI Assistant

Human Chat
Buzzy-chat

I'm HIVE's AI assistant and I'm here to add a dash of nectar-sweet fun to your day! Whether you're navigating just for information or looking for a partner with your marketing needs, I'll be your guide on this whimsical journey. So let's make a beeline to adventure and turn your experience into the bee's knees! 🐝✨

Today
- AI: Hi there! I'm Buzzy!
- AI: How can I help you today?
Buzzy-chat
buzzin for answers
How would you like to interact with Buzzy?
Speak
Text
microphone ai
Speaking to Buzzy Sending message Buzzy is responding
** Buzzy might make mistakes occasionally. It's always a good idea to double-check important information with HIVE.
close chat
Let Buzzy ...
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

Trying to decide which CMS is right for your website?

View CMS Comparison
Read Time:
Don't have time? Download Now as a PDF

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 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!New call-to-action

honey-comb-divider 2

[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

Latest Blog Posts

Learn how data and HubSpot drove a 50% lead generation boost for Vista College Prep.
Oct 30, 2024

Creating a Winning School Enrollment Marketing Strategy with Data

Desiree Landa
HubSpot, Education Marketing, Enrollment Marketing, Data Management

Since its founding in 2013, Vista College Prep has been a beacon of excellence for students in Phoenix, Arizona. The network of five elementary and middle schools serves a predominantly low-income population, offering high-performing public and free...

5 School Marketing Tips to Increase Enrollment
Oct 24, 2024

5 School Marketing Tips to Increase Enrollment

Desiree Landa
Education Marketing, Enrollment Marketing

Boosting enrollment in education today isn’t just about putting up flyers or knocking on doors—it’s about outsmarting the competition, making sure your school doesn’t fade into the background. With parents and students having more options than ever,...

Understanding the Click to Cancel Rule: Impact on the SaaS Industry
Oct 21, 2024

Understanding the Click to Cancel Rule: Impact on the SaaS Industry

Desiree Landa
SaaS Marketing

Hold onto your keyboards, the "Click to Cancel" rule has entered the chat, and it’s shaking up the subscription service game like never before. Designed to simplify the often-frustrating task of canceling subscriptions, this rule is here to remind...

HIVE Hexagon
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon