What steps are required to create an automated email sequence for new leads in Hubspot?

Step 1: Log in to Your HubSpot Account

Step 2: Access the Marketing Hub

Step 3: Choose "Automated Email"

On the email dashboard, click on the "Create" button, usually located on the top right.
From the dropdown, select "Automated Email."

Step 4: Select a Template

HubSpot will present a variety of templates to choose from based on your needs.
Browse through and pick one that fits your desired email design, then click "Select."

Step 5: Customize the Email Content

Enter a name for your email sequence for internal reference.
Use the email editor to customize the subject line, body text, images, and any other content elements.
Use personalization tokens to make the email tailored to each lead, such as adding their first name.

Step 6: Define the Email Sequence Triggers

Navigate to the "Settings" tab in the email editor.
Define the enrollment triggers for your email sequence. This could be when a contact fills out a specific form, visits a certain page, or any other lead behavior you wish to use as a trigger.

Step 7: Set the Sequence of Emails

Return to the main email dashboard.
Click on "Sequences" and then "New Sequence."
Name your sequence.
Add the email you just created to this sequence.
Click on "Add another email" if you wish to extend the sequence with additional follow-up emails.
Define the time intervals between each email in the sequence, such as sending the next email 2 days after the previous one.

Step 8: Specify the Sequence Criteria

Within the sequence editor, set the enrollment criteria. For instance, you might choose to enroll contacts who have filled out a specific form on your website.
Set up any exclusion criteria if there are contacts you want to avoid sending this sequence to.

Step 9: Review and Test the Sequence

Always send a test email to yourself or a colleague to ensure the email content, design, and links are functioning correctly.
Review the triggers and criteria to ensure they match your intentions.

Step 10: Activate the Sequence