Create and Edit Sequences

Note: The sequences tool is only available for Sales Hub Starter, Professional, or Enterprise users or Service Hub Starter, Professional, or Enterprise users.

Set up your sequence steps

Create a sequence using a mix of email templates and task reminders.

• In your HubSpot account, navigate to Automation > Sequences.
• Click Create Sequence.
• In the left panel, select Start from scratch or select a pre-made sequence template. Then, click Create sequence.

• In the sequence editor, click the pencil icon and enter a name for your sequence.
• To add a step, click the plus icon +.
• In the Add email template or task panel, you can add an email template or a task to your sequence.
  • To add an email template, on the Email template tab:
    1. Click the Select a template dropdown menu to filter your email templates, or use the search bar to search for a specific template.
    2. Select the radio button next to the template to use in the sequence, then click Add.
    3. Or, click + Create template. In the pop-out window, set up your email template, then click Save template to add it to your sequence.
  • To add a task, on the Tasks tab:
    1. Select the radio button next to the task to add to your sequence, then click Add.
    2. Or, click + Create custom task. In the pop-out window, set up your task, then click Done.
• Next, customize the sequence step delays. On each step after the first action, use the dropdown menus to set a number of days or weeks that should pass before the next step executes. If you want a task to execute immediately after an email is sent, select Don't delay this step.
  

Note: The tasks in sequences do not impact sequence enrollment. Contacts will continue through the sequence and receive any following emails based on the delays you've set regardless of whether or not you complete the task.

• Add steps until your sequence is complete. Each sequence is limited to five email templates, although you can add as many task reminders as needed.
• Next, click the Settings tab:
  • By default, sequence emails are only sent on weekdays. If you want emails to send on Saturday and Sunday, clear the Send follow-up emails on weekdays only checkbox. 
  • If you want each email in the sequence to thread together in the recipient's inbox, select the Thread follow-up emails as replies checkbox. 
  • Customize the timing of each email send in the sequence:
    • Select Send follow-ups within a time range, then use the dropdown menus to set a time range for each follow-up email to execute in the sequence.
    • If you're a Sales Hub Professional or Enterprise user, select Send follow-up emails at recommended send times to send follow-up emails at a time with the highest open rate for that day. This time is determined by HubSpot.
      
      

Edit your sequence

• To re-order the steps in the sequence, in the top corner, click the up/down arrows.
• If needed, you can edit the email template or task directly from the sequence.
  • In the top-right corner of your task or template, click the pencil icon to edit.
  • Edit the email template, then click Update existing template to add your edits to the current template, or click Save as new template to create a new template.
  • Edit the task's name and type, or assign the task to a different queue. Click Done.
• To remove a step from your sequence, click delete (trash can icon).

Note: you can edit your sequence templates for contacts that are currently active in a sequence.