How to use Sequences in HubSpot – Bayard Bradford Helpdesk

How to edit sequences

In your HubSpot account, navigate to Automation > Sequences.
Click the name of your sequence and click Edit sequence.
Drag and drop the email template from the left side (under Templates) you’d like to start with.
Click the pencil icon edit in the upper right-hand corner of the email and edit the template however you’d like.
You’ll have the options to save your changes to the master template by clicking Save to original, or click Save As… to save your changes as a new template.

How to enroll contacts in a sequence

You can enroll contacts in a sequence from their contact record. Please note that a connected inbox is required to send emails from a contact record in the CRM.
To enroll a contact in a sequence from your HubSpot account:
In your HubSpot account, navigate to Contacts > Contacts.
Click the name of the contact you want to enroll to open their contact record.
From the contact record, click the Email tab. Then select Sequences.
In the dialog box, hover over the sequence you wish to enroll the contact in, and click Select.
From the contact record, click the Email tab. Then select Sequences.
In the dialog box, hover over the sequence you wish to enroll the contact in, and click Select.

In the next screen, set up your sequence settings and personalize the templates. You can edit the email body and also insert snippets and documents using the two icons in the bottom right-hand corner of a template.
If you'd like to specify a specific time for each email and activity in your sequence, select Send first email at a specific time from the drop-down menu at the top of the first email in the sequence. Select a date and time from the drop-down menus to the right, and then scroll through each email and activity to select specific times.

Alternatively, you can send follow-ups within a certain time range instead of specific send times for each email. Select Send first email immediately from the drop-down menu at the top of the first email in the sequence. Then click the Send follow-ups between drop-down menu to select a time range for each follow-up email to execute in the sequence.

Enroll a contact in a sequence from your email inbox

In your HubSpot account, click the settings icon settings in the main navigation bar.
Navigate to your Sales or Conversations settings:
To connect a personal inbox: in the left sidebar menu, navigate to Integrations > Email Integrations, then click Connect an inbox.
To connect a team inbox: in the left sidebar menu, navigate to Conversations > Inboxes, then click Add channel.
Next, click Office 365.
Read through what to expect when you connect your Office 365 inbox to HubSpot, then click Continue.
You'll be prompted to log in to your Office 365 account. Enter the email address of the Office 365 account you'd like to use. If you're already logged into one or more of your email accounts, choose the account you'd like to connect.
You'll be redirected back to your settings where the connection will be verified and completed. A dialog box will appear to inform you that your Office 365 inbox is now connected to HubSpot.

In your HubSpot account, click the settings icon settings in the main navigation bar.
In the left sidebar menu, navigate to Integrations > Email Integrations, then click Connect an inbox.
Select Other mail account.
Read through what to expect when you connect your inbox to HubSpot, then click Continue.
Next, enter the Email address and Password used to log into your email account. In most cases, HubSpot will be able to detect your server's IMAP and SMTP settings after you enter your email address and password.
If not, click Advanced Options and enter your server's information: Username, Incoming Mail (IMAP), and Outgoing Mail (SMTP).You can also select the check-box beside Allow non-secure certificate if necessary. Learn how to find this server information in your email client.
Click Connect inbox.

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