Create your first sequence | Scribe

    Create your first sequence

    • 39 steps |
    • 2 minutes
    • HubSpotHubSpot
    1
    Click "Sequences"
    2
    Click "Create sequence"
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    Tip! There are multiple options: 1. Dynamic Sequence: Add a new set of actions for the contacts who show open or click an email. 2. Start from Scratch: You built your sequence 3. Choose a template based on your needs.
    3
    Let's Create a sequence from scratch. Click "Start from scratch"
    4
    Click "Create sequence"
    5
    First step: Add your emails and actions in the sequence. For example: Welcome email, follow-up email with some case studies, call task, and a final task to connect on Linkedin.
    6
    Click "Automatically send an email for me"
    7
    Click "New SOP Email Template"
    8
    Click here to add more steps.
    9
    Continue adding your actions
    10
    Choose your email type. If a reply on the same email or a new thread with a new subject line.
    11
    Click "Next: Add email content"
    12
    Click "Event Follow-Up (Email #2)"
    13
    Click here.
    14
    Click "Get a task reminder to make a call"
    15
    Set a priority.
    16
    Add a description to your task
    17
    Click "Add"
    18
    Add more actions.
    19
    Click "Set a general task reminder"