Intro to HubSpot Email Sequences & Best Practices

But what exactly are HubSpot sales sequences, and how do they work?

You’ve come to the right place to tackle these questions and more. We’ll explain what HubSpot email sequences are and how they differ from workflows. You’ll also discover a collection of HubSpot sequence best practices that can help you get the most out of the tool.

What Are HubSpot Sequences?

With sequences, HubSpot users can put prospect nurturing and lead outreach on autopilot. Best used for one-on-one follow-ups, sequences allow you to:

• Use personalized email templates to create a series of emails you’d like to send to a certain prospect over time
• Schedule the times and dates you’d like each email to be sent
• Create automated task reminders for yourself, so you never forget to follow up with a manual email, phone call, or connection request.

If a prospect responds to one of your emails or books a meeting through your HubSpot Meetings Tool link (or any other scheduling page), they’ll be automatically unenrolled from the rest of the emails in the sequence. HubSpot also offers tips on how to automatically unenroll contacts who take specified actions or contacts from the same company.

HubSpot Sequence Example

Let’s take a look at some HubSpot sequence examples to give you a better idea of how they work. Imagine you’ve just returned from a trade show with a purse or wallet full of prospects' business cards.

Given that this isn’t your first rodeo, you know that shooting each a single follow-up email is unlikely to produce the best results. You find yourself with one of two options.

1. You can send out the first round of emails to each prospect and attempt to manually keep track of who responds and who requires additional follow-ups.
2. You can turn to your HubSpot sales setup and schedule a series of follow-up emails that will be sent to each prospect from your own email account.

The second option can save you a great deal of time and not just because it will spare you the chaos of manually tracking replies. When you use sequences, HubSpot allows you to either create your own emails from scratch or personalize a series of pre-made sales templates.

You can enroll up to 50 prospects in the same sequence at once and use personalization tokens to include each recipient's name. If you only want to follow up with a handful of prospects, you can even create different sequences for each.