Affiliate Disclaimer: This blog post has affiliate links. By clicking our links and then buying, we earn a commission. This no extra cost to you. Thank you for supporting our small business!
In this tutorial, we’ll dive into the basics of HubSpot email sequences and how you can use them to optimize your email marketing efforts.
What Are HubSpot Email Sequences?
HubSpot email sequences are automated email campaigns that allow you to send a series of personalized emails to a specific contact or group of contacts. These emails are sent based on a set schedule or triggered by a specific action, such as a form submission or a website visit.
Email sequences are a powerful tool for nurturing leads, engaging with prospects, and staying top-of-mind with customers. They allow you to create a personalized and consistent email experience for your contacts, without having to manually send each email.
How Do HubSpot Email Sequences Work?
HubSpot email sequences work by using a combination of workflows and email templates.
First, you’ll create a workflow that defines the criteria for when a contact should be enrolled in the email sequence. This could be based on a specific action, such as filling out a form or clicking a link, or it could be based on a contact’s properties, such as their job title or industry.
Once a contact meets the criteria, they will be enrolled in the email sequence and will receive the emails according to the schedule you set. You can also set up delays between emails to ensure that contacts receive the emails at the most optimal time.
Why Use HubSpot Email Sequences?
There are several benefits to using HubSpot email sequences in your email marketing strategy.
First, they save you time and effort by automating the email sending process. This allows you to focus on other tasks while still maintaining consistent communication with your contacts.
Second, email sequences allow you to personalize your emails and tailor them to the specific needs and interests of your contacts. This can lead to higher engagement and conversion rates.
Finally, email sequences can help you stay organized and on top of your email marketing efforts. With the ability to schedule and automate emails, you can ensure that your contacts are receiving timely and relevant content without having to manually send each email.
How to Create a HubSpot Email Sequence
Now that you understand the basics of HubSpot email sequences, let’s walk through the steps to create one.
Step 1: Set Up Your Email Templates
Before you can create an email sequence, you’ll need to have email templates set up in your HubSpot account. These templates will be used to create the emails that will be sent in the sequence.
To create an email template, go to the “Marketing” tab in your HubSpot account and select “Email” from the dropdown menu. Then, click on “Templates” and select “Create template” in the top right corner.
From there, you can choose from a variety of pre-made templates or create your own from scratch. Be sure to include personalization tokens in your templates to make them more personalized for your contacts.
Step 2: Create a Workflow
Next, you’ll need to create a workflow that will enroll contacts into the email sequence.
To create a workflow, go to the “Automation” tab in your HubSpot account and select “Workflows” from the dropdown menu. Then, click on “Create workflow” in the top right corner.
From there, you can choose from a variety of workflow types, such as “Standard” or “Contact-based”. For email sequences, we recommend using the “Contact-based” workflow type.
Step 3: Set Enrollment Criteria
In the workflow builder, you’ll need to set the criteria for when a contact should be enrolled in the email sequence. This could be based on a specific action, such as filling out a form or clicking a link, or it could be based on a contact’s properties, such as their job title or industry.
To set enrollment criteria, click on the “+” icon in the workflow builder and select “Enroll in sequence” from the dropdown menu. Then, choose the email sequence you want to enroll contacts in.
Step 4: Set Up the Email Sequence
Once a contact is enrolled in the email sequence, they will receive the emails according to the schedule you set.
To set up the email sequence, click on the “+” icon in the workflow builder and select “Send email” from the dropdown menu. Then, choose the email template you want to send and set the delay between emails.
You can also add additional actions, such as sending a follow-up email or creating a task for your sales team, to further personalize the email sequence.
Step 5: Test and Launch the Email Sequence
Before launching your email sequence, be sure to test it to ensure that everything is working correctly. You can do this by enrolling a test contact into the workflow and monitoring their progress.
Once you’re satisfied with the email sequence, you can launch it and start nurturing your contacts with personalized and automated emails.
Tips for Optimizing Your HubSpot Email Sequences
To get the most out of your HubSpot email sequences, here are some tips to keep in mind:
Personalize Your Emails
Personalization is key when it comes to email marketing. Use personalization tokens in your email templates to make them more relevant and engaging for your contacts.
Segment Your Contacts
Segmenting your contacts allows you to send more targeted and personalized emails. Use the enrollment criteria in your workflows to segment your contacts and send them more relevant content.
Monitor and Analyze Your Results
by Krsto Jevtic (https://unsplash.com/@krstoj)
Be sure to regularly monitor and analyze the results of your email sequences. This will allow you to see what’s working and what’s not, and make adjustments accordingly.
Continuously Optimize Your Email Sequences
Don’t be afraid to make changes and optimize your email sequences. Test different email templates, subject lines, and send times to see what works best for your audience.
Real-World Examples of HubSpot Email Sequences
Here are some real-world examples of how companies are using HubSpot email sequences to improve their email marketing efforts:
Example 1: Lead Nurturing
A software company uses HubSpot email sequences to nurture leads who have downloaded a free trial of their product. The email sequence includes personalized emails with tips and tricks for using the product, as well as case studies and customer testimonials to showcase the value of the product.
Example 2: Onboarding Emails
A SaaS company uses HubSpot email sequences to onboard new customers. The email sequence includes personalized emails with helpful resources and tutorials to help customers get started with the product.
Example 3: Re-Engagement Emails
An e-commerce company uses HubSpot email sequences to re-engage with customers who have abandoned their shopping carts. The email sequence includes personalized emails with product recommendations and special offers to entice customers to complete their purchase.
The HubSpot Sales Hub
The HubSpot Sales Hub is a comprehensive sales software that offers a range of features to help sales teams track their progress, schedule meetings, and analyze their performance. Some of the key features of the HubSpot Sales Hub include:
- Sales Tracking: The Sales Hub allows you to track your sales activities, deals, and pipeline in one centralized location. You can easily view and manage your sales pipeline, track deal stages, and monitor your team’s performance.
- Meeting Scheduling: With the Sales Hub, you can easily schedule meetings with prospects and customers. The software integrates with your calendar, allowing you to share your availability and let contacts book meetings directly from your emails or website.
- Sales Dashboards: The Sales Hub provides customizable dashboards that give you a real-time view of your sales performance. You can track key metrics, such as deal revenue, win rates, and sales activities, and use the data to make informed decisions and identify areas for improvement.
- Email Tracking and Templates: The Sales Hub includes email tracking capabilities, allowing you to see when your emails are opened and clicked. You can also create and use email templates to save time and ensure consistency in your communication.
- Sales Automation: The Sales Hub offers automation features that help streamline your sales processes. You can automate repetitive tasks, such as data entry and follow-up emails, and focus on more strategic activities that drive sales.
- Sales Analytics: The Sales Hub provides robust analytics and reporting capabilities. You can generate reports on various sales metrics, such as revenue, deal velocity, and sales team performance, to gain insights into your sales performance and make data-driven decisions.
Overall, the HubSpot Sales Hub is designed to help sales teams improve their efficiency, productivity, and effectiveness. It provides a range of features and tools to streamline sales processes, track performance, and drive revenue growth.
Read our HubSpot Sales Hub review.
HubSpot email sequences are a powerful tool for improving your email marketing efforts. By automating and personalizing your emails, you can save time and effort while still providing a personalized and consistent experience for your contacts.
Be sure to continuously optimize your email sequences and monitor your results to get the most out of this valuable feature in HubSpot’s Sales Hub.