Sequences Part 2: How to Send Sequences (3 ways)

Enrolling contacts:

• Individual contacts can be enrolled directly by selecting them, confirming the sequence, and clicking “Enroll.”
  
  
• Multiple contacts can be enrolled in bulk through the contacts index page by selecting several contacts and clicking “Enroll in Sequence.”
  
  
• Contacts can also be enrolled from your email inbox if the HubSpot Sales extension is installed.
  
  
  • Compose an email, click “Sequences,” select the sequence, correct any errors, and start the sequence.
    
    
  • Example: if a contact is missing a first name in the CRM, a flag may appear.
    
    

Using the sequence tool with a connected inbox:

• Select contacts and click next.
  
  
• Configure options:
  
  
  • Schedule when to send the sequence.
    
    
  • Kick off the sequence immediately or later.
    
    
• Edit the email copy for this enrollment without changing the original template.
  
  
  • Allows customization for the contact while keeping templates intact.
    
    

Click “Start Sequence” once everything looks good.