Overview:
Enhance your productivity in HubSpot with our comprehensive guide on creating and editing sequences. Streamline your communication strategies by crafting personalized sequences tailored to your needs. This guide walks you through the seamless process of sequence creation, ensuring a smooth and efficient workflow. Elevate your engagement and organization within the HubSpot platform, optimizing your communication strategies for increased effectiveness and clarity.
1. Navigate to the Automation section.
2. Select Sequences from the dropdown.
3. Now, let's create a new sequence from scratch.
4. Choose your desired action as your first step. We're starting with Automated email.
5. Add your email content
6. Select 'Create Template' to start crafting your email.
7. Enter a name for your new template.
8. Enter a subject line for your email.
9. Add your email body content.
10. Let's add some personalization.
11. Click on 'Personalize'.
12. Select the personalization token you'd like to use.
13. Choose 'First Name' as your personalization token.
14. Once done, click 'Save Template'.
15. Step #1 is ready. Let's add another one by clicking the + icon.
16. We're adding a Call task as a step.
17. Select the priority of the reminder.
18. Include this step in your sequence by clicking 'Add'.
19. Once finished, save your sequence.
20. Give a name to your sequence.
21. Finally, save your sequence and you're done!
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