Create a sequence using email templates and task reminders. You can also customise the delay between sequence steps so emails and tasks execute when you want them to.
- In your HubSpot account, navigate to Automations > Sequences.
- In the top right, click Create Sequence.
- In the left panel, select Start from scratch or select a pre-made sequence template.
- In the top right, click Create sequence.
- In the sequence editor, click the edit pencil icon and enter a name for your sequence.
- To add a step click the + icon
- Add steps until your sequence is complete and click Save. Each sequence is limited to 10 email templates, although you can add as many task reminders as needed.
- In the right panel, select the radio button next to the desired sharing setting. By default, new or cloned sequences will be set to Only Me. Learn more about sharing sales content and bulk-sharing sequences.
- Click Save.
