Personalization helps build warm, lasting relationships. Sequences makes it easy for sales teams to nurture those relationships. Being able to edit your template within a Sequence allows you to bring personalization to Sequences.
To edit a template within your Sequence, follow the instructions below:
- Within HubSpot Sales, navigate to Sales Tools > Sequences.
- Click on the name of your Sequence to select > click Edit Sequence.
- Drag and drop the email template from the left side (under Templates) you’d like to start with.
- Click the edit/pencil icon in the upper right hand of the email > edit the template however you’d like.
- You’ll have the options to save your changes to the master template by clicking Save to original, or click Save As… to save your changes as a new template.