Overview
The HubSpot sequences tool allows you to send a series of timed emails to nurture contacts over time. You can also automatically create tasks for follow-ups.
Contacts will automatically unenroll from the sequences if they reply to the email to book a meeting. You can segment your contacts with sequence enrollment properties, once you're done setting up sequences.
Here's an interactive demo on how to create sequences:
Step-by-step instructions to follow:
- Start by clicking on the Automation section.
- Select Sequences from the dropdown.
- Click on "Create from scratch"
- Choose your desired action as your first step. We're starting with Automated email.
- Add your email content
- Select 'Create Template' to start crafting your email.
- Enter a name for your new template.
- Enter a subject line for your email.
- Add your email body content.
- 10. Let's add some personalization.
- Select the personalization token you'd like to use.
- Choose 'First Name' as your personalization token.
- Once done, click 'Save Template'.
- Step #1 is ready. Let's add another one by clicking the + icon.
- We're adding a Call task as a step.
- Click on "Get a task reminder to make a call"
- Select the priority of the reminder.
- Include this step in your sequence by clicking 'Add'.
- Once finished, save your sequence by clicking on 'Save'.
- Give a name to your sequence.
- Finally, save your sequence and you're done!
Create your own step-by-step demo
Scale up your training and product adoption with beautiful AI-powered interactive demos and guides. Create your first Supademo in seconds for free.