HubSpot is a top-rated growth platform that supplies tools for managing customer relationships, promoting on social media, managing content, generating leads, analyzing web data, and other important tasks. One of its many valuable features is the option to develop sequences – a set of customized email templates with time intervals to nurture and interact with potential leads. In this blog article, we will provide a detailed walkthrough on creating a sequence in HubSpot.
Step 1: Access the Sequences Tool
To access the Sequences tool, you need to navigate to the main menu and find the “Automation” tab. Under this tab, you will find the “Sequences” option.
Step 2: Create a New Sequence
Click on the “Create sequence” button. This will open up the sequence editor where you can add and customize your email templates.
Step 3: Add Email Templates to Your Sequence
In the sequence editor, click on the “+ Add email” button. This will open up the email template editor. Here, you can write your email content and personalize it with contact tokens that pull in contact-specific information.
To add a contact token, type “{{“, and then select the contact property you want to insert.
Step 4: Set the Time Delay
After adding an email, you can set the time delay before the next action. Click on the “+ Add time delay” button, then specify the number of days to wait before the next email is sent.
Step 5: Save and Activate Your Sequence
Once you’ve added all your emails and set the time delays, click on the “Save” button to save your sequence. To activate it, simply toggle the sequence status from “Draft” to “Active”.
Note that you can also add more actions to your sequence like “task” or “call” using the “+ Add action” button.
Conclusion
Creating a sequence in Hubspot is a simple yet powerful way to automate your email marketing and lead-nurturing process. With the proper use of sequences, you can ensure your leads receive timely and personalized communications, thereby improving your customer relationship management and overall business growth.