How To Set Up Email Sequence In Hubspot

Opening Remarks:

Setting up an email sequence in HubSpot is a great way to automate your marketing efforts and keep your leads engaged. In this article, we will guide you through the process of creating an email sequence in HubSpot.

Step 1: Create a New Email Sequence

To create a new email sequence in HubSpot, go to the “Marketing” tab and click on “Email.” From there, select “Email Templates” and then “Create Template.” Choose “Email Sequence” as the template type and give it a name.

Step 2: Add Emails to the Sequence

Once you have created the email sequence, you can start adding emails to it. Click on the “Add Email” button and enter the details of the first email in the sequence. You can customize the subject line, sender name, and content of the email.

Step 3: Set Up Delay and Frequency

After adding the emails to the sequence, you need to set up the delay and frequency for each email. This will determine when the emails are sent out to your leads. You can choose from a variety of options such as immediate, daily, weekly, or monthly.

Step 4: Test Your Email Sequence

Before you start sending out your email sequence, it’s important to test it first. Click on the “Test” button and enter the email address of the recipient you want to send the email to. This will allow you to preview the email and make any necessary changes before sending it out to your leads.

Step 5: Activate Your Email Sequence

Once you have tested your email sequence and made any necessary changes, you can activate it. Click on the “Activate” button and select the list of contacts you want to send the email sequence to. You can also choose to send the emails immediately or schedule them for a later time.

Conclusion

Setting up an email sequence in HubSpot is a simple process that can help you automate your marketing efforts and keep your leads engaged. By following these steps, you can create a customized email sequence that meets the needs of your business and your customers.