Sequences

Create and edit sequences

Last updated: May 6, 2020

Applies to:

Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. You can also automatically create tasks to remind you to follow up with your contacts. If you're using HubSpot's integration with LinkedIn Sales Navigator, you can create tasks to remind you to send an InMail or connection request. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence.

Workflows are another automation tool that you can use to set enrollment triggers to automatically enroll contacts, companies, deals, tickets, or quotes in a series of actions. Use workflows to automate your marketing, sales, and services processes, such as executing a marketing email campaign or updating property values. Learn more about using workflows.

Please note: the sequences tool is only available for users with assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise seats and who have connected an inbox to HubSpot. You cannot use a shared inbox that is connected to the conversations inbox to send sequences.

Create sequences

Create a sequence using a mix of email templates and task reminders. You can also customize the delay between sequence steps so emails and tasks execute when you want them to.

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click Create Sequence.
  • In the left panel, select Start from scratch or select a pre-made sequence template. Then, click Create sequence.
  • In the sequence editor, click the pencil icon edit and enter a name for your sequence.

Add steps to your sequence

  • To add a step, click the plus icon +.
  • In the right panel, select an action. You can add automated emails or create task reminders.
  • To send an automated email, click Automated email.
    • To create a new template, click Create new email template.
    • To filter your existing templates, click the Existing email templates dropdown menu, or use the search bar to lookup a template. Then, select a template from the list. sequences-add-email-template
    • After adding the automated email to your sequence, use the dropdown menus to set the number of days or weeks that should pass before the email sends.update-date-of-sequence-email-send
  •  To create a task reminder, click Email, Call, or To-do.
    • Enter a title for the task.
    • To mark the task as high priority, click the Priority dropdown menu.
    • To add the task to a queue, click the Queue dropdown menu.
    • Enter the task details in the Notes field. Use the toolbar at the bottom to format the text, insert a link, or insert a snippet
    • Click Add.add-a-sequence-task
    • To set the number of days or weeks that should pass before the task executes, after adding the task step, use the dropdown menus to set a delay. If you want a task to execute immediately after an email is sent, select Create task immediately.create-a-follow-up-task-in-sequence
    • By default, a sequence will pause until the task is complete. Pausing a sequence ensures that if you need more time to complete a task, the sequence won't continue. To continue the sequence if the task is incomplete, select the Continue without completing task checkbox.pause-task-during-sequence-enrollment
  • If you're using HubSpot's integration with LinkedIn Sales Navigator, you can create a task reminder to send an InMail or send a connection request. When you complete the task in a queue, the LinkedIn Sales Navigator will open on the contact's record so you can send the InMail or connection request.

Please note: LinkedIn Sales Navigator tasks do not execute automatically. 

    • In the right panel, click Sales Navigator - Send InMail or Sales Navigator - Connection request.
    • Enter a title for the task.
    • To mark the task as high priority, click the Priority dropdown menu.
    • To add the task to a queue, click the Queue dropdown menu. 
    • Enter the task details in the Notes field. You can use this field to enter the message you would include in your InMail or connection request. Keep in mind that the message will not automatically populate in the LinkedIn Sales Navigator pop-up box when completing the task. Use the toolbar at the bottom to format the text, insert a link, or insert a snippet
      send-inmail-task
  • Add steps until your sequence is complete. Each sequence is limited to five email templates, although you can add as many task reminders as needed.

Please note: any tasks in the sequence will be assigned to the user who enrolled the contact into the sequence.

Edit sequence settings

After adding steps to your sequence, edit the sequence settings.

  • Click the Settings tab.
  • By default, sequence emails are only sent on weekdays. If you want emails to send on Saturday and Sunday, clear the Send follow-up emails on weekdays only checkbox. Learn more about sequence email send times.
  • If you want each email in the sequence to thread together in the recipient's inbox, select the Thread follow-up emails as replies checkbox. Learn more about sequence email threads.
  • Customize the timing of each email send in the sequence:
    • To send follow-up emails within a specified time range, select the Send follow-ups within a time range radio button. Use the dropdown menus to set a time range for each follow-up email to execute in the sequence.
    • To send follow-up emails at a time with the highest open rate for the date, select Send follow-up emails at recommended send times radio button. This time is determined by HubSpot.
  • To create follow-up tasks in the sequence at a default time, in the Task follow-up section, click the time picker and select a new time from the dropdown menu.
  • When a contact replies to a sequence email, you can unenroll all contacts with the same company email address from the sequence. Select the Unenroll contacts from the same company checkbox.

updated-sequences-settings-page

  • In the upper right, click Save.

After saving, you can start to enroll contacts in the sequence, or learn how to edit the sequence steps below.

Edit sequences

You can edit your sequence templates, update the tasks included in your sequence, and adjust the sequence settings. If you have contacts that are currently active in a sequence, learn more about how changes to an active sequence can impact your contacts.

  • To re-order the steps in the sequence, in the top corner, click the Actions dropdown menu and select Move up or Move down.  

re-order-sequence-steps

  • You can also edit the email template or task directly from the sequence.
    • Next to the template name, click the pencil icon edit.edit-template-in-sequence
    • Edit the email template, then click Update existing template to add your edits to the current template, or click Save as new template to create a new template.
  • To edit the task, in the upper right, click the Actions dropdown menu and select Edit task
  • To remove a step from your sequence, in the upper right, click the Actions dropdown menu and select Delete.  
  • When you have finished editing your sequence steps, click the Save dropdown menu and select Update existing sequence or Save as new sequence.
  • When your sequence is set up, learn how to enroll your contacts in a sequence.
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