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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.