Sequences Part 1: How to create a sequence

What Are Sequences:
- Sequences are a series of sales emails that get sent automatically.
- Emails themselves are created as message templates, not directly in the sequence.
Step 1: Create Message Templates
- Go to CRM → Message Templates.
- Click New Template → choose from scratch.
- Give the template a descriptive name, including:
  - Its position in the sequence (Email 1, Email 2, etc.)
  - The purpose of the template/sequence (e.g., General Outreach / Intro)
- Add subject line with personalization tokens (e.g., contact first name).
- Add email body: copy text from writer or your own draft.
Email Signatures:
- If salespeople have signatures set up, HubSpot will append automatically.
- If not, add personalization tokens for the contact owner’s first and last name.
Step 2: Create Subsequent Templates
- Repeat for Email 2, Email 3, etc.
- Keep the descriptor consistent; only change the email number.
- Add the appropriate copy for each email.
Step 3: Organize Templates
- Create a folder named after the sequence descriptor.
- Move all templates for that sequence into the folder to stay organized.
Step 4: Create the Sequence
- Go to Sales Tools → Sequences → Create Sequence from Scratch.
- Name the sequence to match the template descriptor.
- Add the first email template, then the second, third, etc.
- Decide if each email is sent in the same thread or a new thread (defaults to same thread).
- Set timing between emails (e.g., 3 business days).
Step 5: Add Tasks (Optional)
- Include manual email tasks for customization.
- Add call tasks, LinkedIn request tasks, etc.
- Tasks can complement automated emails for a more personal touch.
Automatic Unenrollment:
- Contact replies to an email → automatically unenrolled.
- Contact books a meeting → automatically unenrolled.
Step 6: Save and Share
- Save the sequence.
- Make it available for everyone in the team to use.