How to send an email using the Sequences tool

1. Navigate to Sequences:

   • Log in to your HubSpot account.
   • Go to Automations > Sequences.

2. Create a New Sequence:

   • Click Create Sequence in the top right corner.
   • Choose Start from scratch or select a pre-made sequence template.

3. Name Your Sequence:

   • In the sequence editor, click the edit pencil icon.
   • Enter a name for your sequence.

4. Add Steps to Your Sequence:

   • Click the + plus icon to add a step.
   • Select the type of step: Automated email, Manual email task, Call task, or General task.
   • Customize each step as needed (e.g., set delays, choose email templates).

5. Configure Sequence Settings:

   • Click the Settings tab at the top of the sequence editor.
   • Adjust follow-up email send times and task creation times.
   • Optionally, toggle the Execute steps on business days only setting.

6. Save Your Sequence:

   • Once all steps are added and settings configured, click Save.

7. Enroll Contacts:

   • After setting up the sequence, you can enroll contacts manually or set up workflows for automatic enrollment.