Sequences

How to edit a template from within a Sequence

Last updated: July 12, 2016

Available For:

Product: HubSpot Sales
Subscription: Professional

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.