topic Re: Schedule an Activity Series using an Achor Date in Tips, Tricks & Best Practices

Schedule an Activity Series using an Achor Date

RichardM50 — Thu, 01 Sep 2022 14:50:21 GMT

Prior to using HubSpot we used to use ACT! where we were able to schedule a series of activities to nurture a cold lead. Typically this would consist of a series of activiest starting at Day 0 - the achor date. The activity series would typically have 9 steps which needed to be done at pre-set intervals from the first activity - would include sending a brochure, follow-up calls, follow-up emails, sending another physical piece of collateral. I can't see anything in HubSpot which would achieve this - instead we seem to schedule each of the activities one by one for each indivicual contact record. Am I just missing it? I would have thought that HubSpot was way more advanced than ACT! - but potentially not in this instance?

Re: Schedule an Activity Series using an Achor Date

TitiCuisset — Fri, 02 Sep 2022 09:02:24 GMT

Hi @RichardM50

Thank you for reaching out.

I think Sequences and Workflows could help here.

I want to tag some of our experts here - @Jnix284 @SNigam @BukunmiOdetayo do you have any suggestions for @RichardM50 on this?

Thank you!

Best

Tiphaine

Re: Schedule an Activity Series using an Achor Date

Jnix284 — Fri, 02 Sep 2022 13:38:54 GMT

Hi @RichardM50 definitely agree with @TitiCuisset that Sequences are what you're looking for.

You can schedule a series of emails, calls or To Dos that run based on how you have it defined and once set up, can be used easily by sales to enroll cold leads.

Re: Schedule an Activity Series using an Achor Date

RichardM50 — Fri, 02 Sep 2022 13:50:18 GMT

@Jnix284

I can't seem to see a way to space the activities apart by x number of days
(with the exception of emails)

Re: Schedule an Activity Series using an Achor Date

Jnix284 — Fri, 02 Sep 2022 14:04:20 GMT

Hi @RichardM50 , are you not able to see this option:

Re: Schedule an Activity Series using an Achor Date

RichardM50 — Fri, 02 Sep 2022 14:13:01 GMT

@Jnix284

When trying to create or edit a task in Sequences I am only seeing the below..

Re: Schedule an Activity Series using an Achor Date

RichardM50 — Fri, 02 Sep 2022 14:14:55 GMT

@Jnix284

Further to my last update, I have found that when creating the second items the option is there to add x number of days between the steps!

Many thanks!

Re: Schedule an Activity Series using an Achor Date

Jnix284 — Fri, 02 Sep 2022 14:27:21 GMT

Hi @RichardM50 yes, there is no delay on the first task, it starts on enrollment, all subsequent tasks can be delayed. I'm glad you were able to get it working! 🙂