Sequences

How can I create Sequences and enroll my contacts?

Last updated: May 11, 2017

Available For:

Marketing: N/A
Sales: Professional

The sequences tool, which is available for HubSpot Sales Pro users, allows salespeople to send a series of targeted, timed emails to nurture a prospect over time. With this tool you have the ability to:

  • Send one contact a series of templates at specified time intervals.
  • Automatically end the sequence when the contact replies to an email.
  • When enrolling a contact in a sequence, you have the option to edit or personalize any of the templates in the Sequence.

Please note: Sequences is only available for Sales Pro users with cloud-based email inboxes using G Suite (formerly known as Google Apps) or Office 365. 

If you're not currently using HubSpot Sales Pro, learn how to upgrade here.


Create a Sequence

  • In your HubSpot Sales account, navigate to Sales Tools > Sequences.
  • Click Create Sequence.

  • Give the sequence a name.
  • Next, add steps to your sequence by dragging either a Task or Template from the left content sidebar.

  • Repeat, adding the rest of the steps.
  • You will be able to select the amount of time allotted between steps. For example, If no reply after 3 Days, then send... send the next template

  • Add steps until your sequence is complete. Keep in mind that each Sequence is limited to 5 email templates, although you can add as many task reminders as you would like.
  • There is a limit of 1000 Sequences/user/month.


Enroll a contact in a Sequence

Once you've created a sequence, you're ready to enroll a contact! To do so:

  • Navigate to Contacts and select the individual you would like to enroll.  
  • In the top right corner of the record, click Email > Sequences and select your sequence by name.

  • Once you have made your selection, you'll have the option to customize and review the sequence before finalizing the enrollment.
  • Set a start date and time for your sequence. If you'd like to skip the first step of your sequence, you can do so by clicking Settings and selecting the step at which you'd like the sequence to start in the Start sequence at dropdown.
  • Make additional changes to your settings and the content of your emails as needed.
  • Click Send.

Note: Although it is not possible to enroll multiple contacts in a sequence with one click, you can use the task queue to help automate the processRead more here.


Enroll a contact in a Sequence from Gmail

It is also possible to enroll a contact in a sequence directly within Gmail. To do so:

  • Compose a new email.
  • Enter your recipient.
  • Click Sequences.

  • In the modal box that appears, click the name of your sequence.

  • On the Review and Customization page, set the starting date and time for the sequence. If you'd like to skip the first step in the sequence, click the Initial Touch dropdown and select the step at which you'd like the sequence to begin.


Enroll a contact in a Sequence from Outlook for Desktop

It is also possible to enroll a contact in a sequence directly within Outlook for Desktop. To do so:

  • Compose a new email.
  • Enter your recipient.
  • Click Sequences.
  • In the modal box that appears, click the name of your sequence.
  • On the Review and Customization page, set the starting date and time for the sequence. If you'd like to skip the first step in the sequence, click the Initial Touch dropdown and select the step at which you'd like the sequence to begin.

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