![]() ![]() Simple, direct, and one-to-one (not bulk).It’s fairly black and white, but then, so is the objective. ![]() If they do not, they will receive a third and final email.Īs for reporting, you’ll only be able to see whether the lead opened the email or not. If they don’t book (or take the desired action), they will receive a second email in 24 hours, which might ask them to share any questions they have and prompt them to schedule a follow-up. For example, if the object is to book a meeting and the lead takes that action, they won’t receive any more emails in that sequence. Sequences automations are triggered by specific actions, and the lead is automatically unenrolled in the sequence as soon as they take that action. In other words, it’s not a bulk-email approach, and it won’t look like it’s being sent to a mailing list. The result looks more like a regular email and is sent directly from the rep’s inbox to the prospect. If they don’t download, they remain in the sequence.Įmail designs are templated and easily customized to the prospect, but they don’t contain a lot of fancy graphics or images. If they download the content, they are removed from the sequence. The sequence is simple, one-to-one, and specific to the prospect’s stage in their buying journey. You’d use sequences to send them a piece of content that tends to get good results, like a pricing comparison sheet. They are great for sending out content that you know accelerates the decision-making process.įor example, say you’re talking to an SQL, and they are getting close to making a decision. HubSpot sequences allow you to send personalized one-to-one messages to contacts or warm leads you’ve already had some interaction with. So let’s dive in, break it down a little more, and look at some of the finer points of HubSpot workflows vs. However, the approach you choose will ultimately depend on what you hope to achieve. They connect directly to your CRM data, so insights are viewable at the individual customer level. Sequences are available to Sales Hub, Service Hub Enterprise, or Professional subscribers, while workflows require a Marketing Hub Professional or Enterprise subscription.īoth tools give you the analytics you need to track individual conversations and results. One notable difference between workflows and sequences is the type of HubSpot subscription you’ll need to access the features. Depending on your subscription, you might have access to sequences only or workflows and sequences. The differences lie in the types of emails sent, your objective, how the emails are created, and the HubSpot subscription you have. Both tools connect to your HubSpot CRM and enable you to create and send a series of emails to your contacts. ![]() HubSpot has two distinct types of email automation-Workflows and Sequences. Email automation is an integral part of this effort, aligning teams, maximizing the value of your content, and ensuring you don’t miss any opportunities along the way.Ī Definitive Guide to Understanding HubSpot for Marketing ![]() HubSpot’s user-friendly interface and simple tools help marketers create highly personalized campaigns that take conversion rates to new levels. It’s designed to help companies grow and scale while maintaining and building high-value relationships throughout the customer journey. For that reason, I like to think of my Workflow as an automated email campaign every user goes through, and I like to think of Sequences as an automated email campaign some groups of users go through sometimes.HubSpot email automation is one of the most widely used and popular inbound marketing tools available today. The Sequences homepage has a new “Analyze” tab that lets you see results for open rate, click-through rate, and reply rate across all your Sequences. The best answer I can give on when to use a Sequence instead of a Workflow for Sales Emails is when you want to compare results across multiple versions. Instead, you’ll have to add a contact to a List so that they are enrolled in a Sequence (more on that later).You might be thinking - why not do a Workflow then? It’s a good question - you could use Workflows to send Sales Emails like a Sequence - but in order to use either feature, you still need licenses to Marketing Professional and Sales Hub respectively. The short answer is Sequences are for Sales and Workflows are for Marketing.Hubspot gives you different abilities depending on whether or not you are sending Sales Emails or Marketing Emails.Specifically, you won’t be able to automatically trigger Cold Sales Emails, or start a Sequence for a contact, in an automated way. ![]()
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