Right now, Sequence settings will only apply to the subsequent follow-up steps.
After adding steps to your sequence, you can edit the sequence settings, including the follow-up email send times and default task creation times. These settings only apply to the emails and tasks that execute after the first step in your sequence.
1) Please make the first Sequence step apply to the first Sequence Step
This issue requires of a workaround of the user adding an initial “dummy” task, followed by an automated email that is subject to the Sequence Settings, however, you can’t have the automated email sent out immediately. Instead, we are limited by one day (see screenshot).
2) Please allow for a shorter delays for subsequent steps, including a delay of zero (immediate action)
Agree with all the comments here. Not sure why there is a minimum of 1 day. Both Salesloft and Outreach give you the ability to schedule a follow up task immediately after a task is completed or you can choose a set number of hours. Huge misstep by Hubspot.
As an agency, this is a functionality that many of our sales-savvy customers require in order to completely customize and effectively manage the sequence steps. A forced full-day delay is much too long in many instances. Some cases would benefit from the complete removal of the delay altogether.
This feels like a must-have. We use sequences that involve both calling and emailing on the same day someone signs up for a trial, and I’m pretty surprised we are not able to do this without workarounds.
we would like more options on the delay- the 1 day equalling 24 hours is just not appropriate in every setting. Especially if you have a call task that delays the sequence from moving onto the next email, if that call task is completed late in the day your send times are set for business hours sometimes the next email take 2 business days to send. Hours and Minutes are a must!
I’m Ana, the product manager for sequences. We currently do not have any plans to develop this idea. That is not to say we’ll never prioritize this, but it’s not currently on the roadmap.
Wanted to share a bit more about how our current delays work and some potential workarounds for some of the issues mentioned in this thread:
1. The send window setting only applies to follow up emails. The intention is to allow the first step to send immediately. If you don’t want the first step to execute immediately, you can choose to schedule it for later at the time of enrollment.
2. Automated emails require a minimum delay of one day. However, task steps can be immediate with no delay. If you’d like to send an email after a call step, I recommend using a manual email task instead of an automated email. This will queue up the template and let you customize any content based on the outcome of your call.
3. Delays are in day increments only at this time. We don’t have any plans to introduce smaller increments like hours or minutes.