How To Create A Sequence In Hubspot

In our role as digital marketers, we are frequently tasked with completing repetitive duties. One example of such a task is sending out multiple emails with similar content to various contacts. These types of emails, whether they’re follow-ups, lead nurturing, or customer maintenance, can be quite time-consuming. However, what if there was a way to automate this process? Fortunately, with HubSpot, that is a possibility through the creation of sequences. In this blog post, we will provide a guide on how to create an email sequence using HubSpot.

What is a Sequence in HubSpot?

A sequence in HubSpot is essentially a series of targeted, timed email templates sent to a selected contact. When you enroll a contact into a sequence, they will receive a set of emails over a specific period, helping you maintain regular communication without any manual intervention.

How to Create a Sequence

Step 1: Accessing the Sequences Tool

To start creating a sequence, you need to first navigate to the sequences tool. To do this:

1. Log into your HubSpot account.

2. In your HubSpot dashboard, navigate to Automation > Sequences.

Step 2: Creating a New Sequence

Once in the sequences tool, it’s time to create a new sequence. Here’s how:

1. Click on the Create sequence button at the top right of your sequences dashboard.

2. Now, you can start creating your sequence. Start by giving your sequence a name. Make sure the name is relevant and descriptive to make it easy to identify later.

Step 3: Adding Email Templates to Sequence

After naming your sequence, it’s now time to add your email templates:

1. Click on the + Add email button.

2. Select one of your templates or create a new one.

Step 4: Setting Up the Timing for Emails

After adding your emails, you need to set up the timing for each email:

1. Click on the time delay button between each email.

2. Set the number of days you want to wait before the next email is sent out.

Step 5: Save and Start Using Your Sequence

Once you’re done setting up your emails and their timings, click on the Review and save button at the bottom. After reviewing your sequence, click on the Save button to start using your sequence.

The Final Word

Creating a sequence in HubSpot can significantly ease your email marketing process, allowing you to maintain regular touchpoints with your contacts without having to manually send out each email. By following the steps outlined above, you can set up a sequence that is tailored to your needs, ensuring you deliver the right message at the right time.