![]() By default, contacts will be unenrolled from your Sequence if they respond to one of your emails or book a meeting on a scheduling page. On the automation tab, you’ll be able to change unenrollment rules for the Sequence. In addition to the business day toggle, the settings tab lets you choose whether your emails should be threaded, the time window during which your emails are sent and whether you want to receive email reminders for your tasks. You should wait at least 2-3 days between steps to avoid spamming your contacts. By default, steps will only be executed on business days (you can change this on the settings tab). You can include any combination of actions in a single Sequence.įor every step after the first one, you’ll have the option of specifying how long to wait before the action is taken. Regardless of which option you choose, you have the choice of four actions to include in your Sequence (plus an extra two for LinkedIn if you have a Sales Navigator account). By default, the metrics filter only to contacts or companies that you enrolled.Ĭlicking the Create Sequence button in the top right will let you choose between creating a new template from scratch or starting with a pre-made Sequence, though all pre-made options are designed for Sales teams. Depending on your permissions (and whether or not your organization has HubSpot Marketing Professional), the link will be located either under the Automation drop-down or as its own menu item.įrom there, you’ll see the overview screen, where you can see the performance of your Sequences. Once you have your templates set up, you can go to the Sequence screen and begin configuring your Sequence. When naming templates that are meant to send in a specific order, we recommend numbering them so that you can keep track of which one is which when creating your Sequences. Note that there are great options for personalization from the Sender (e.g., sales rep), including “Sender’s Meeting Link. Keep in mind that your email signature will be included as part of the email as well. ![]() You can (and should!) use personalization tokens in your template’s subject and body. You’ll have the option of creating a template from scratch or using a pre-existing template from HubSpot’s template library. The “New template” button is on the top right. Once there, you can see all of the templates you have created and create new templates. In there, you’ll see the Templates option. Unlike marketing emails, you do not create these in the email menu but via the Conversations menu. Setting up Sequence emailsīefore you set up a Sequence, create the emails you’ll be sending. Additionally, the recipient is more likely to open an email sent by a person rather than an organization. As a result, they’re more likely to be seen by your target than a typical HubSpot marketing email. These emails are less likely to be caught by spam or other email filters. They are sent from a personalized email client account – which is typically the email associated with your HubSpot account. Unlike marketing emails, which come from a pre-defined (and typically generic) account, sequence emails look like any old Gmail or Outlook email. How are Sequence emails different from other automated emails? And while tasks are useful, in this post, we’ll focus on the automated email function within Sequences as that’s the most valuable one for marketers. This protects your contacts from accidental email spam and excessive task creation for your teams. ![]() Regardless of how you use Sequences, one crucial detail to keep in mind is that you can only enroll a contact in one Sequence at a time. ![]() Recently, HubSpot made it possible to enroll contacts into a Sequence with a Workflow, significantly increasing the potential use cases. Originally created for sales teams, there are ways you can use Sequences for Marketing and Customer Success team goals by leveraging the automated email function. MARKETING can schedule automated personalized sales follow-ups that come directly from the sales rep's email. Let's translate in case you are missing our point. Do you want to squeeze more shameless cold emails out of your overworked SDRs? Try this trick! One of the most valuable tools unlocked with HubSpot Sales Professional is Sequences, which enables the automated sending of personalized sales-focused emails plus the automated creation of outreach reminder tasks. ![]()
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