Use sequences to automate outreach with your contacts. Customize the email send times, edit the delays between sequence steps, and personalize each email to increase your reply rate.
Enroll multiple contacts in a sequence
Users with Bulk enroll sequences permissions can enroll up to 50 contacts in a sequence at once. Enroll multiple contacts when you need to follow up with contacts after a trade show or conference, reconnect with contacts from inactive accounts, or send targeted messages to a segmented list of prospects.
This is the recommended way to enroll contacts in a sequence.
Before you begin to enroll contacts in a sequence:
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- Filter your contacts, so you only see Brokers
- Navigate to All filters
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- Type the word Type in the search bar
- Check the box Broker
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- Apply filter
You will now only see Broker contacts. This ensures that you will not enroll any contacts that are a TPA, Employer, etc.
To enroll multiple contacts from the contacts index page:
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- In your HubSpot account, navigate to Contacts > Contacts.
- Select the checkboxes next to the contacts you want to enroll.
- At the top of the table, click Enroll in sequence.
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- Change the owner to "Any"
- This will show sequences that you are able to use
- Change the owner to "Any"
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- Select the sequence that you want to use
- Click the orange button, Start sequence
To enroll multiple contacts from the sequence tool:
- In your HubSpot account, navigate to Automation > Sequences.
- In the top left, click the Manage tab.
- Click the sequence name.
- In the top right of the sequence page, click Enroll contacts.
- In the right panel, select the checkboxes next to the name of the contact you want to enroll.
- At the bottom of the right panel, click Next.
