Guide to sending sales emails with HubSpot Sequences - 2175 Group

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1. If you're building out an email template that you'd like to add some customization to for every contact, try using the Placeholderoption in the personalization dropdown menu. When you're ready, click Save template. Repeat this step for the other emails you'd like to send in your sequence. If you haven't done so already, make sure you update your HubSpot email signature. You can do this by clicking Edit signaturebelow the email template editor window. This is a great place to add your meetings link. 3. Create your sequence Now that we have our emails, it's time to build out our sequence. 1. Click Automationand select Sequences. If you don't have access to Workflows in HubSpot, you'll see Sequencesin the main navigation. 2. Click the Managetab. 3. Click New folderand create a folder with your name. I find it's easier to navigate back to all of my sequences this way. 4. Click Create sequence. 5. You can use one of the prebuilt sequences or build your own. For this example, leave the selection on Start from scratchand click the Create sequencebutton. 6. Go to the Settingstab and choose your desired send windows/business hours. HubSpot will automatically optimize the time it sends the emails to your contacts within that window. 7. Click on the Stepstab and click the +button. 8. Choose Automated emailand select the first email you built in Step 2. 9. Below the preview of your first email, click the +button again and add your second automated email. Repeat this step for all of the additional emails you'd like to send. 10. At the top of the subsequent emails, choose the number of business days you'd like to wait between emails. For this example, I used 3 business days. 11. Add any additional steps you'd like such as calls, LinkedIn InMails, LinkedIn connection requests, and manual tasks. I typically like to end my sequence with a task to update the notes on the contact record. 4. “Example properties I like to include are: First name Last name Job title Email (This is required) Phone number Contact owner” Preview the sequence and make sure everything looks okay. You can use the left side window to select specific contacts to see how the personalization tokens you used will be applied for that particular contact. Once that looks good, click Enroll [Number] of [Number] contacts. Voilà! Your contacts have been enrolled. 6. Monitor your sequence performance Now that they've been enrolled, you'll be able to navigate back to your sequence to see the performance data. 1. Click Sequences. 2. Click the Managetab and locate your folder with your sequence. 3. Click on the sequence name to get to your sequence dashboard. The sequence performance dashboard will show you how many contacts you enrolled as well as the number of opens, clicks, replies, and meetings you received from that sequence. Ready to take your sales to the next level? Hopefully you found this guide helpful in getting your sequences set up for the first time. If you're ready to supercharge your sales teams with automatic sequences that drive qualified opportunities, we're here to help. Get in touch with us here.

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