How to create a sales sequence in HubSpot

How to create a sequence of emails that your sales team can use to enrol contacts in without having to manually create new emails every time.

The following knowledge base article will show you how to create and edit sales sequences which are a set of email templates that have a specific goal for the contacts you enrol them in. This article will explain how to enrol contacts into a sequence that you have created.

 

Create a sales sequence in HubSpot:

  1. In the top menu bar click on “Automation”, “Sequences”.
  2. In the top right click “Create sequence”
  3. Click on “Start from scratch”.
  4. Click on the orange plus button to add your email templates
  5. Click they grey plus button below your newly added email template to add more email templates to your sequence
  6. You can also add tasks for your team members when a specific template has been sent.
  7. Once your sequence is in place, in the top tab click “Settings”
  8. You can now select your Email follow-up settings and Task follow-up settings.
  9. Once you are done, click “Save”.

 

To enrol contacts into your Sales Sequence: 

  1. In the top menu bar click on “Automation”, “Sequences”.
  2. Click on or search for your newly created sequence
  3. At the top right click “Enrol”, you can now choose for a single contact or for multiple contacts.
  4. Select the contact/contacts that you want to enrol and click “Next”.
  5. Select when you want your sequence to start
  6. Once happy, click “Start sequence”.


Sales sequences make use of pre-existing email templates that you have created. If you would like more information on how to create an email template, read here: https://knowledge.hubspot.com/conversations/create-and-send-templates