Versions Compared

Version Old Version 14 New Version 15
Changes made by

Denise Delgado

Denise Delgado

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
minLevel1
maxLevel2
outlinefalse
stylenone
typelist
printabletrue

...

  • Review every step of the sequence for accuracy, including:

    • Templates.

    • Personalization tokens.

    • Task details and timing.

    • Unenrollment triggers.

Optimize Timing

  • Set Appropriate Delays: Space out sequence steps to avoid overwhelming contacts. For example, follow-up emails are sent every 2–3 business days. Business Hours: Use automated email send windows to deliver emails when contacts are most likely to engage.

Avoid Over-Enrolling Contacts

  • Use Filters: Ensure filters to ensure that contacts already enrolled in a sequence are excluded from others. Unenrollment Triggers: Automatically Set unenrollment Triggers to automatically remove contacts when they:

    • Reply to an email.

    • Book a meeting.

    • Take an action that fulfills the sequence’s purpose.

Monitor Engagement and Adjust

  • Use Metrics: Track Track key performance metrics such as open rates, clicks, replies, and meetings booked to identify underperforming low-performing steps. Leverage A/B Testing: Test testing to optimize performance and try different subject lines, email content, or CTAs to optimize performance. Iterate Regularly: Update templates based on data insights.

Review Sequence Analytics

  • Regularly analyze the Step Performance Report to:

    • Identify drop-offs.

    • Assess email performance.

    • Improve based on data.

...

Expand
titleHow to Create a Sequence

  1. Navigate to Sequences. In your HubSpot account, go to Automation> Sequences. In the top right, click Create Sequence.

  2. Choose a Template:

  • In the left panel, select Start from scratch or a pre-made sequence template.

  • Click Create sequence in the top right.

  1. Name Your Sequence:

  • Click the pencil icon at the top and enter a name for your sequence.

  1. Add Steps to Your Sequence: Click the sequence editor's + (plus) icon.

Step Options

What the step does

Automated email

You can automatically send an email to the contact enrolled in the sequence, start a new thread, reply to a previous sequence email, create a template, or use an existing template. 

Manual email task

Get a task reminder to send an email manually. The email will not be sent automatically. You can start a new thread or reply to a previous sequence email. You can use an existing template or create a new email when contacting the contact.

Call task

Get a task reminder to call the contact enrolled in the sequence manually. 

General task

Get a task reminder to complete an action manually.

InMail Task

If you're using HubSpot's integration with LinkedIn Sales Navigator, you can create a task to remind you to manually send an InMail.

Connection request task

If you're using HubSpot's integration with LinkedIn Sales Navigator, you can create a task reminder to manually send a connection request.

After adding steps to your sequence, you can edit the sequence settings, including the follow-up email send times and default task creation times (see below).

...