Have you ever accidentally sent an email and regretted it? It happens to all of us. Luckily, if you use HubSpot for your marketing automation and CRM, you have a potential solution available. Although it’s not referred to as ‘Email Recall’, HubSpot’s ‘Unenroll from Sequence’ feature can be utilized for similar outcomes, serving as a helpful resource when you need to stop an email from reaching a recipient.
Prerequisites
It’s important to understand that this feature only works for emails that are part of a sequence. If you want to recall a one-off email, you’ll need to contact the recipient directly and ask them to disregard it. Now, let’s dive into the procedure of using the ‘Unenroll from Sequence’ feature in HubSpot:
Step 1: Accessing the Sequence
First and foremost, you need to get into the sequence where the email is scheduled. Navigate to the ‘Automation’ menu and select ‘Sequences’.
Step 2: Identifying the Contact
Once you have accessed the sequence, search for the contact you want to unenroll by typing their name or email into the search bar.
Step 3: Unenrolling the Contact
After locating the contact, click on their name, and then select the ‘Actions’ dropdown. From the available options, select ‘Unenroll from sequence’. This will effectively remove the contact from the sequence, preventing any further emails from being sent to them.
Caveats to Consider
Please note that this method only works for emails that are scheduled but have not yet been sent. If the email is part of a sequence and has already been sent, HubSpot does not offer a functionality to recall it.
On top of this, unenrolling a contact from a sequence will prevent all future emails in that sequence from being sent to them. If you want to continue sending the remaining emails in the sequence to the contact, you will need to manually add them back into the sequence.
Hopefully, this guide has helped you understand how to recall an email in HubSpot. Although the feature isn’t perfect, it can certainly come in handy in those critical situations when you need to stop an email from reaching a recipient’s inbox.