What steps are required to create an automated email sequence for new leads in Hubspot?

Step 1: Log in to Your HubSpot Account

• Navigate to the HubSpot homepage.
• Enter your username and password to sign in.

Step 2: Access the Marketing Hub

• From the top navigation bar, hover over "Marketing."
• Select "Email" from the dropdown.

Step 3: Choose "Automated Email"

• On the email dashboard, click on the "Create" button, usually located on the top right.
• From the dropdown, select "Automated Email."

Step 4: Select a Template

• HubSpot will present a variety of templates to choose from based on your needs.
• Browse through and pick one that fits your desired email design, then click "Select."

Step 5: Customize the Email Content

• Enter a name for your email sequence for internal reference.
• Use the email editor to customize the subject line, body text, images, and any other content elements.
• Use personalization tokens to make the email tailored to each lead, such as adding their first name.

Step 6: Define the Email Sequence Triggers

• Navigate to the "Settings" tab in the email editor.
• Define the enrollment triggers for your email sequence. This could be when a contact fills out a specific form, visits a certain page, or any other lead behavior you wish to use as a trigger.

Step 7: Set the Sequence of Emails

• Return to the main email dashboard.
• Click on "Sequences" and then "New Sequence."
• Name your sequence.
• Add the email you just created to this sequence.
• Click on "Add another email" if you wish to extend the sequence with additional follow-up emails.
• Define the time intervals between each email in the sequence, such as sending the next email 2 days after the previous one.

Step 8: Specify the Sequence Criteria

• Within the sequence editor, set the enrollment criteria. For instance, you might choose to enroll contacts who have filled out a specific form on your website.
• Set up any exclusion criteria if there are contacts you want to avoid sending this sequence to.

Step 9: Review and Test the Sequence

• Always send a test email to yourself or a colleague to ensure the email content, design, and links are functioning correctly.
• Review the triggers and criteria to ensure they match your intentions.

Step 10: Activate the Sequence

• Once you're satisfied with your automated email sequence and have tested it, click on the "Activate" or "Start sequence" button.

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