To create and run sequences, a user account must meet the following conditions:
Paid account: Must have allocated space in Sales Hub Professional/Enterprise or Service Hub Professional/Enterprise editions.
Connected personal email: It is not possible to use a team email linked to the inbox.
Sequence permissions: The user must have permission to work with sequences.
More information about sequences:
Each account has a limited number of sequences that can be created. This number is visible in the upper right corner of the sequence panel.
Tasks created within a sequence will be assigned to the japan phone number list sequences and workflows user who added the contact to the sequence.
How to create a sequence?
In HubSpot, go to Automation > Sequences .
Click Create Sequence in the upper right corner.
For example, Select Start from scratch or choose a pre-made sequence template.
Name the sequence and go to the sequence editor.
To add steps to a sequence:
Click + and select a step type:
Manual email task: Reminds you to manually send an email at the right time.
Call Client Task: Reminds you to call a contact.
General task: Reminds to perform any action – used primarily for internal reminders to sales team members.
LinkedIn Tasks : Tasks that remind you to perform a sequences discover how remarketing can transform your brand and workflows certain action on LinkedIn (InMail, Connect on LinkedIn) but without a direct connection to LinkedIn.
You can customize each step to suit your needs. For example, for emails, you can select a template, create a new one, or set a delay between steps of up to 90 business days.
Sequence settings
Email Timing: You can specify a time window for sending emails. By default, emails are sent only on weekdays.
Task reminders: Enable email notifications about tasks and set their priority.
Campaign Assignment: With paid versions of Marketing Hub, you can assign a sequence to a marketing campaign, which helps with evaluating success.
Automation and unsubscribing contacts
Contacts are automatically unsubscribed from the sequence if:
Will reply to email.
They book an appointment via a scheduling link.
To unsubscribe all contacts from the same company when one of them replies:
Click Automation in the sequence editor.
Enable the Unsubscribe all contacts from the same company option .
Editing and managing sequences
Sequences can be edited at any time:
Add or remove steps.
Change email templates.
Track the performance of each step using analytics tools.
If you are editing a sequence that already has contacts listed, virgin islands send make sure to check how the changes will affect the current listing.
To save changes:
Click Save Existing to edit the current sequence.
Click Create a copy if you want to create a new version of the sequence.
Sequences in HubSpot are a powerful automation tool that streamlines communication and saves time. For example, A properly set up sequence will help you maintain effective contact with your customers and ensure smooth interaction at all levels.