Sequences

Enroll contacts in a sequence

Last updated: December 4, 2019

Applies to:

Sales Hub  Starter, Professional, Enterprise
Service Hub  Starter, Professional, Enterprise

You can enroll your contacts in a sequence from the sequence summary page, from a contact record, or from your email inbox. You can enroll a single contact in a sequence or if you are a Sales Hub Professional or Enterprise user, you can enroll multiple contacts in a sequence using sequence queues. When enrolling contacts in a sequence, make sure you follow email sending best practices

Please note: there is a limit to the number of sequence enrollments a user can initiate each day to ensure no user hits their email provider's sending limit. This count resets at midnight in the timezone specified in your account settings. HubSpot will not be able to increase the limit of sequence enrollments.

Sequence summary page

To enroll a contact into a sequence from the sequence summary page:

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the name of the sequence.
  • To enroll a single contact:
    • If you're a Sales Hub Starter or Service Hub user, in the upper right, click Enroll.
    • If you're Sales Hub Professional or Enterprise user, in the upper right, click the Enroll dropdown menu and select Enroll a single contact.

enroll-contact-dropdown-menu

  • Search for the contact you want to enroll and select the checkbox next to their name.
  • Click Next.

sequences-select-contacts-next

Please note: if you have templates that contain curly brackets in your sequence, enrolling a contact in a sequence will result in a continuous loading screen. Remove any curly brackets from your template and then re-enroll the contact.

  • In the Enroll Sequence dialog box, set up your sequence settings and personalize the templates.
    • At the bottom of an email template, use the rich text toolbar to format the text or insert a link, snippet, document, or add a video
    • If you have an assigned Sales Hub Professional or Enterprise seat, HubSpot will try to make email recommendations based on best practices and contact insights. Click the Get suggestions alert to review the recommendations.enroll-contact-get-suggestions
    • At the top, click the Start at dropdown menu and select the step that will execute first in the sequence.
    • Click the Time zone dropdown menu and select a timezone.
    • In the upper right, click Follow-up options. In the window, customize the email and task follow ups:
      • To only send emails on weekdays, select the Send follow-ups on weekdays only checkbox.
      • To keep emails in the sequence threaded, select the Thread follow-up emails as replies to the first email checkbox. These settings will override the sequence's default settings.
      • Select when each subsequent email should send:
        • Send follow-ups at manually set time: specify a send time for each email in your sequence. To manually set the send time, use the dropdown menus above each email in the sequence.
        • Send follow-ups within a time range: click the dropdown menus to set a time range for each follow-up email to execute in the sequence.
        • Send follow-ups at recommended send times (Sales Hub Professional or Enterprise only): follow-up emails will be sent at a time with the highest open rate for that day. This time is determined by HubSpot.
      • Next, select when tasks should be created:
        • Create follow-up tasks at manually set times: specify a time for each task to be created in your sequence. To manually set the send time, use the dropdown menus above each task in the sequence.
        • Create follow up tasks at default time: select and click the dropdown menu to set a time for each follow-up task to be created in the sequence.
    • When you're done editing your follow-up options, click Apply.
    • If you don't want the first email in the sequence to send immediately, click the dropdown menu on Step 1 and select Send first email at a specific time, then click the dropdown menus to pick a date and time.sequences-send-follow-ups-dropdown-menu-1
    • If you have multiple inboxes connected to HubSpot, at the bottom of the Enroll Sequence dialog box, click the From dropdown menu and select an email address to send sequence emails from. sequence-enroll-modal-select-secondary-address
  • When you're ready to enroll the contact, click Start sequence.

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

Contact record

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of the contact you want to enroll.
  • In the left panel, click the Email icon email.
  • In the pop-up box, click Sequences. sequences-select-sequence-from-new-record
  • In the dialog box, hover over the sequence you want to enroll the contact in and click Select.
  • In the Enroll Sequence dialog box, set up your sequence settings and personalize the templates.
    • At the bottom of an email template, use the rich text toolbar to format the text or insert a link, snippet, document, or add a video
    • If you have an assigned Sales Hub Professional or Enterprise seat, HubSpot will try to make email recommendations based on best practices and contact insights. Click the Get suggestions alert to review the recommendations.
    enroll-contact-get-suggestions
    • At the top, click the Start at dropdown menu and select the step that will execute first in the sequence.
    • Click the Time zone dropdown menu and select a timezone.
    • In the upper right, click Follow-up options. In the window, customize the email and task follow ups:
      • To only send emails on weekdays, select the Send follow-ups on weekdays only checkbox.
      • To keep emails in the sequence threaded, you can select the Thread follow-up emails as replies to the first email checkbox to ensure any subsequent emails will thread with the initial email. These settings will override the sequence's default settings.
      • Select when each subsequent email should send:
        • Send follow-ups at manually set time: specify a send time for each email in your sequence. To manually set the send time, use the dropdown menus above each email in the sequence.
        • Send follow-ups within a time range: click the dropdown menus to set a time range for each follow-up email to execute in the sequence.
        • Send follow-ups at recommended send times (Sales Hub Professional or Enterprise only): follow-up emails will be sent at a time with the highest open rate for that day. This time is determined by HubSpot.
      • Select when tasks should be created:
        • Create follow-up tasks at manually set times: specify a time for each task to be created in your sequence. To manually set the send time, use the dropdown menus above each task in the sequence.
        • Create follow up tasks at default time: click the dropdown menu to set a time for each follow-up task to be created in the sequence.
    • When you're done editing your follow-up options, click Apply.
  • If you don't want the first email in the sequence to send immediately, click the dropdown menu above the first email and select Send first email at a specific time, then click the dropdown menus to pick a date and time.
sequences-send-follow-ups-dropdown-menu-1
  • When you're ready to enroll the contact, click Start sequence.

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

Email inbox

Learn how to enroll contacts in sequences from your inbox using the HubSpot Sales Chrome extension, the HubSpot Sales Outlook desktop add-in, or the HubSpot Sales Office 365 add-in.

After enrolling your contacts, monitor and edit your active sequences. You can also analyze your sequence's performance over time to ensure you're seeing a successful number of replies and meetings booked.

Sequence email sending best practices

At this time, HubSpot will not restrict your sequence sending capabilities if your sequence bounce rate is high, but there are some general best practices to follow when using sequences:

  • Create saved filters of unengaged contacts and to identify which contacts are not likely to engage with your sequence emails.
  • Remove contacts that have hard bounced from your account.
  • Don't send to contacts who have asked you not to contact them.
  • Make sure your contacts' email addresses come from verified sources, and that these contacts have opted in to receiving email communication from you.
  • Use personalization tokens in your sales email templates to increase engagement.
/sequences/enroll-contacts-in-a-sequence