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#HUBSPOT SEQUENCES HOW TO#

In the pop-out window, set up your email template, then click Save template to add it to your sequence.

Select the radio button next to the template to use in the sequence, then click Add.

Click the Select a template dropdown menu to filter your email templates, or use the search bar to search for a specific template.

To add an email template, on the Email template tab:.

In the Add email template or task panel, you can add an email template or a task to your sequence.

In the sequence editor, click the pencil icon and enter a name for your sequence.

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

In your HubSpot account, navigate to Automation > Sequences.

Set up your sequence stepsĬreate a sequence using a mix of email templates and task reminders.

there's a balance that I am weighing and am looking for any comparisions or similar experiences.Note: The sequences tool is only available for Sales Hub Starter, Professional, or Enterprise users or Service Hub Starter, Professional, or Enterprise users. It is a lot less messy for a rep to reach out to the client and say "hey, we got form A from you, but we still need form B so that we can get things going for you" and I see how sequences could work there. So for example:Įmail asks client to reply with attachments (uploading them through a form is too messy for us)Ĭlient receives email and sends one attachment, but not all required attachments because he needs more time or data firstĪt that point we could do any number of automated things as part of the workflow to keep or re-engage the client and get them to provide all attachments- BUT With sequences I know you can more reflexively personalize client outreach on an individual basis. Thank you I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example those that are supressed in the workflow).Īlthough we do use workflows as described, and they work great, and Hubspot is great for those, not every situation is going to benefit from a workflow- because the variables are either too messy or too many to manage that way.

#HUBSPOT SEQUENCES HOW TO#

We can show you how to set this up, if you want. One last thing that can be super powerful: creating a goal for "every customer in onboarding is emailed at least once every X days" and creating internal workflows that hold your team accontable to that.

If you create tasks, we've seen Task Queues being super powerful for your team to just keep focused on the next action and not digging around to figure out who they should email next:.

Instead of an automated sequence, have you considered creating an internal task for your team to manually send the first email? Here's a guide to show how:.

It's a little hacky, but if you have a tag field for Complete and Incomplete, you can move the tags between each field to track the status (i.e.

Similarly, we've seen companies use tags on tickets as a way to track which items are complete/incomplete.

We wrote a guide for using HubSpot deal pipelines to track onboarding, but I think much of it is relevant if you apply the same thinking to tickets as well:.

Just in case you're still dealing with the problem, here are a few ideas I think might work for you.

Have you changed anything in the past year about how you handle customer onboarding in HubSpot?

Hey This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding).