Page Comparison

Option 1: From the Prospecting Workspace

1. From the main navigation, go to Workspaces > Prospecting.

2. In the Prospecting Workspace, click on the Leads tab to view your lead list.

3. Select the leads you want to contact.

4. Instead of creating individual tasks, click Enroll in sequence to add them to an automated sequence.

Option 2: From the Contacts Index Page

1. Navigate to CRM > Contacts in the main navigation.

2. Select specific contacts or the entire contact list.

3. Click Enroll in sequence to add them to an automation.

After Selecting Contacts:

• Choose the desired sequence.

• The next page will display contacts on the left and the steps in the sequence on the right.

• To customize the sequence for individual contacts, select their name and edit the email or task in the pane that appears on the right.

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.

3. Name Your Sequence:

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

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

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).

How to Edit Sequence Settings in HubSpot

Once you've added steps to your sequence, you can configure various settings to control email timing, task creation, and other options. These settings apply only to the steps following the first in your sequence.

1. Access Sequence Settings:

   • In the sequence editor, click the Settings tab at the top.

2. Adjust Email Timing:

   • By default, emails are only sent on business days. To include weekends, toggle off the Execute steps on business days only switch.

   • Use the Automated email send window to set a time range for sending emails. HubSpot will optimize send times based on previous email opens and the contact's time zone.

3. Configure Task Reminders:

   • Tasks are created at the start of your account's calendar day, based on the time zone used during contact enrollment.

   • To receive email reminders for tasks:

     • Toggle on the Email reminders switch.

     • Use the time picker to set when you want to receive the reminder.

     • Note: Tasks are due at 5 PM on the same day in the contact’s time zone.

4. Associate with a Campaign (if applicable):

   • If you have a Marketing Hub Professional or Enterprise subscription, link the sequence to a marketing campaign:

     • Click Add to marketing campaign.

     • Select a campaign from the dropdown menu.

   • Contacts enrolled in the sequence will be marked as influenced contacts for the campaign.

5. Save Changes:

   • After configuring your settings, click Save to apply them to your sequence.

Editing Sequences

You can update email templates, adjust tasks, and modify settings for existing sequences.

1. Reorder Steps:

   • Click the Actions dropdown menu for a step and select Move up or Move down.

2. Edit Templates and Tasks:

   • Automated Emails: Click Actions > Edit email to adjust the email content.

   • Manual Emails: Click Actions > Edit task to update email templates.

   • Other Tasks: Click Actions > Edit task to adjust task details.

3. Remove Steps:

   • In the Actions dropdown menu, select Delete to remove a step.

4. Save Changes:

   • To update the current sequence, click Save existing.

   • To create a new sequence with changes, click Make copy, name the sequence, and save.

HubSpot allows you to customize enrollment and unenrollment triggers for sequences, ensuring that contacts move through your workflow efficiently. By default, contacts are automatically unenrolled when they reply to an email in the sequence or book a meeting on any scheduling page. These triggers cannot be disabled.

Editing Default Enrollment and Unenrollment Triggers

1. Access Automation Settings:

   • In the sequence editor, click the Automation tab at the top.

2. Enable Additional Unenrollment Options:

   • To unenroll all contacts from the same company when one contact replies, toggle on the Unenroll: All contacts at the same company from this sequence switch.

3. Save Changes:

   • After making adjustments, click Save.

Creating Embedded Workflows for Automatic Enrollment or Unenrollment

You can set up workflows to automatically enroll or unenroll contacts based on specific triggers, such as form submissions or page views.

1. Create an Automation:

   • In the Custom automation section of the Automation tab, click Create an automation.

2. Trigger Based on Form Submission:

   • Select Form submission as the trigger.

   • Choose one of the following:

     • Contact submits any form: Enroll contacts who submit any form on your website.

     • Contact submits a specific form: Select a specific form from the dropdown menu.

3. Trigger Based on Page Views:

   • Select Page view as the trigger.

   • Refine the page view criteria by entering a URL (wildcards like * are not supported).

4. Configure Workflow Actions:

   • Select an action for contacts meeting the trigger criteria:

     • Unenroll contact from this sequence: Remove contacts from the sequence.

     • Enroll contact in this sequence: Add contacts to the sequence.

       • Optionally, specify a delay before enrolling contacts.

       • Select the Sender and From email address for the sequence.

5. Save and Activate the Workflow:

   • Click Create at the bottom left.

   • In the dialog box, choose Turn on to activate the workflow or Save as draft to finalize it later.

6. Manage Embedded Workflows:

   • To edit, delete, or adjust triggers, go to the Automation tab in the sequence editor and hover over the workflow. The Actions dropdown menu provides options.