How to Create and Edit Sequences in HubSpot

Available Subscriptions:

• Sales Hub: Professional, Enterprise

• Service Hub: Professional, Enterprise

Please note, sequences are only available for the above user plans

With HubSpot's Sequences tool, you can send a series of targeted, timed emails to nurture contacts over time. You can also set tasks to remind you to follow up with contacts. When a contact replies to an email or books a meeting, they’ll be automatically unenrolled from the sequence. You can also use sequence enrollment properties to segment contacts after setting up your sequences.

Workflows are another automation tool you can use to automatically enroll contacts into sequences. Learn more about using workflows to enhance automation.

Requirements Before You Start:

To create and use sequences in HubSpot, make sure your user account meets these conditions:

1. You must have an assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise seat.

2. You need a connected personal email account (team emails cannot be used for sending sequence emails).

3. Your account must have Sequences permissions.

Additional Notes:

• There's a limit on the number of sequences that can be created across your HubSpot account. You can check this limit in the top-right corner of the Sequences dashboard.

• Any tasks in a sequence will be assigned to the user who enrolled the contact in the sequence.

Creating Sequences:

1. Navigate to Sequences:

   • In your HubSpot account, go to Automations > Sequences.

2. Create a New Sequence:

   • Click the Create Sequence button in the top-right corner.

   • Choose to Start from Scratch or use a Pre-made Template.

   • Name your sequence by clicking the pencil icon in the editor.

Adding Steps to Your Sequence:

1. Add Email or Task Steps:

   • Click the + icon to add a new step.

   • Choose from these step types:

     • Automated Email: Automatically sends an email to the contact in the sequence.

     • Manual Email Task: Reminds you to manually send an email.

     • Call Task: Reminds you to call the contact.

     • General Task: Sets a general reminder for any action.

     • LinkedIn InMail Task: If using LinkedIn Sales Navigator, create a reminder to send an InMail.

     • LinkedIn Connection Request: A task to remind you to send a connection request via LinkedIn.

2. Configure Automated Emails:

   • Select the type of email (start a new thread or reply to a previous email).

   • Use an existing template or create a new one.

3. Set Delays Between Steps:

   • Adjust the number of business days between emails or tasks, with a maximum delay of 90 business days.

Adding Task Reminders:

1. Create Task Reminders:

   • Choose Manual Email Task, Call Task, or General Task.

   • You can pause the sequence until a task is completed by checking the appropriate box.

2. Customize Task Details:

   • Add task titles, priority levels, and queues.

   • Personalize task titles with tokens like the contact's name.

   • For email task reminders, you can add a template that will auto-populate when completing the task.

Editing Sequence Settings:

1. Sequence Settings:

   • Click the Settings tab in the editor.

   • By default, follow-up emails are only sent on business days. You can turn this off if you prefer to send emails on weekends.

   • Customize the timing for email sends and task creation. Tasks are created at the start of your account’s calendar day, and task reminders will be included in the daily digest email.

2. Email Reminders for Tasks:

   • Enable Email Reminders to get notified about sequence tasks, and select a specific time to receive these reminders.

Editing Sequence Enrollment Automation:

1. Automatic Unenrollment:

   • By default, contacts will automatically unenroll from a sequence when they reply to an email or book a meeting.

   • To unenroll all contacts from the same company when one contact replies, enable the option in the Automation tab.

2. Custom Workflows:

   • You can create workflows that automatically enroll or unenroll contacts from sequences based on triggers like form submissions or page views.

Editing and Managing Sequences:

1. Edit Sequence Steps:

   • Reorder or edit steps from the Actions dropdown for each step.

   • You can also edit the email content or manual email tasks directly within the sequence.

2. Save and Share Sequences:

   • Save your changes by clicking Save Existing, or create a new sequence by selecting Make Copy.

3. Sharing Settings:

   • Choose who can access the sequence (default is set to "Only Me"). Learn more about sharing sales content within your HubSpot account.

By following these steps, you can create and manage marketing and sales sequences in HubSpot, helping you stay organized and efficient while nurturing leads over time.