In this demo, you will learn how to enroll contacts in a sequence in Hubspot:
- Start by accessing the Automation menu on your dashboard. (You won't find the option if you don't have the required access so contact your admin)
- Then, from the drop-down menu, click on Sequences.
- You'll find a list of all sequences under the Manage. Select your desired sequence.
- Next, you'll find yourself under the Enrolments tab from where you can either manually enroll contacts or create a workflow to automatically enroll contacts based on certain criteria.
- For manual addition, choose Enroll contacts and then select the contacts you wish to enroll. Hit Next.
- In the pop-up box, make final edits to your sequence and once you're happy with the setup, click on Start sequence.
Note:
- In a sequence, it's set to wait until a task is finished by default. However, if you want the sequence to proceed even when the task hasn't been completed, you should check the option for End without completing task.
- Also, when bulk enrolling contacts in HubSpot, the platform adheres to email throttling, limiting to three emails per minute, and respects email send limits. Consequently, sequence emails may be delayed and not sent out instantly.
