How to Use Sequences in HubSpot
Explain how to create, enroll contacts into, and manage HubSpot Sequences for automated outreach and follow-up communications.
Create a Sequence
Navigate to Automation → Sequences in HubSpot.
Click 'Create Sequence' in the upper right corner.
Choose to start from scratch or select a template.
Give the sequence a clear and descriptive name (e.g., 'Client Survey – Monthly').
Add steps to the sequence: click the '+' button to add an email step, task step, or delay between steps.
For email steps, write or select an email template. Make sure to personalise the content using contact tokens where applicable.
Set delays between steps to control the timing of each email or task.
Click Save once the sequence is complete.
Enroll Contacts into a Sequence
Navigate to the contact record you want to enroll.
Click the 'Enroll in Sequence' button in the contact's activity panel or from the Sequences tool.
Search for and select the sequence you want to enroll the contact into.
Review the first email in the sequence and make any personalisation edits if needed.
Select the sending email address from the 'From' dropdown. If using the subdomain, select stankruss@mailer.expocentric.com.au.
Set the start date and time for the sequence, then click 'Start Sequence'.
Monitor Sequence Performance
Navigate to Automation → Sequences and select the relevant sequence.
Click on the 'Performance' tab to view open rates, click rates, reply rates, and bounce rates.
Click on the 'Enrollments' tab to see all contacts currently enrolled or who have completed the sequence.
Unenroll a Contact from a Sequence
Navigate to the contact record.
In the contact's activity timeline, find the active sequence enrollment.
Click 'Unenroll' to remove the contact from the sequence.
Note: contacts are automatically unenrolled when they reply to a sequence email.
Notes
Sequences require a Sales Seat to use.
Contacts are automatically unenrolled from a sequence when they reply to any email in the sequence.
Always select the correct 'From' email address before starting a sequence — use the subdomain (stankruss@mailer.expocentric.com.au) for bulk outreach.
The 'Client Survey' sequence template is used for sending client surveys — ask Danea to help update the message if needed.
Sequences are used instead of marketing emails because the current HubSpot plan does not support marketing email sends.
Monitor sequence performance regularly to track open, click, and reply rates.