Achieve a holistic view of your campaigns by associating sequences to Campaigns with this hack.
Are you a marketer frustrated that HubSpot doesn't allow Sequences as assets in campaigns yet? You're not alone.
What if I told you there’s a way to integrate Sequences into your HubSpot campaigns?
By using static lists in the campaign tool, automatically updated via a workflow triggered by the contact property "last sequence enrolled," you can finally align your marketing and sales efforts effectively. Follow these steps to build it yourself.
Step-by-Step Guide
- Go to Automation > Workflows.
- Click "Create workflow" and choose "Contact-based" workflow.
- Choose "Contact property" as the trigger type.
- Select the property "Last sequence enrolled."
- Set the criteria to "is known."
- Select "has ever been" for the sequence property.
- Go to the Sequences tool in HubSpot and open the specific sequence you want to include. Copy the sequence ID from the URL.
- In the workflow, click the plus (+) button to add an action.
- Choose "Add to static list."
- Either create a new static list or select an existing one.
- Click "Review and publish" and then "Turn on."
- Go to Marketing > Campaigns.
- Open the campaign you want to add the list to.
- Under "Assets," add the static list to the campaign.
Bonus step
Check that the static list matches the number of people enrolled in the sequence.
- Go to Contacts > Lists.
- Open the static list you created or selected.
- Ensure the number of contacts matches those enrolled in the sequence.
By following these steps, you can align your marketing and sales teams on a single campaign, ensuring all contacts enrolled in a sequence are included in your campaign reporting.
Author: Bridget Pyne
Marketing Manager