April 29, 2024

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

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Step 1: Log in to Your HubSpot Account

  • Navigate to the HubSpot homepage.
  • Enter your username and password to sign in.

Step 2: Access the Marketing Hub

  • From the top navigation bar, hover over "Marketing."
  • Select "Email" from the dropdown.

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

  • Once you're satisfied with your automated email sequence and have tested it, click on the "Activate" or "Start sequence" button.