Create a template for an email sequence in Hubspot

Hubspot makes it easy to create templates for email sequences.

Hubspot

  1. 1. Go to Hubspot homepage

  2. 2. Click on Automation and Sequences

    Click on Automation and Sequences
  3. 3. Click on start from scratch

    Click on start from scratch
  4. 4. Click on Create sequenc

    Click on Create sequenc
  5. 5. Click to add your first step

    Click to add your first step
  6. 6. Click on automated email

    Click on automated email

Hubspot

  1. 7. Click on Create template

    Click on Create template
  2. 8. Start a new email!

    Start a new email!
  3. 9. Add a subject

    Add a subject
  4. 10. Add some text and personalization

    Add some text and personalization
  5. 11. Click on Personalize to auto-fill the user's First Name, Company, etc.

    Click on Personalize to auto-fill the user's First Name, Company, etc.
  6. 12. Type "first name"

    Type "first name"
  7. 13. Click on First name

    Click on First name
  8. 14. First name personalization is now added as an automation!

    First name personalization is now added as an automation!
  9. 15. Write your email

    Write your email
  10. 16. Add your meeting link by highlighting the text where you want to create a link.

    Add your meeting link by highlighting the text where you want to create a link.
  11. 17. Click on Insert

    Click on Insert
  12. 18. Click on Insert

    Click on Insert
  13. 19. Hit Save Template!

    Hit Save Template!