Suggestions/Help Needed for Editing/Customizing Sequences
Dec 3, 2017 11:30 AM
I've recently started experimenting with Sequences -- the functionality has so much potential! But I have run into a couple of issues and was wondering if maybe it's just me and I'm doing something wrong or maybe it's the tool. I would love any advice and suggestions.
1. My content in my first template in the sequence is 80% standard text, max 20% customized content to the recipient based on our initial sales call. There have been a few instances while I'm working on the 20% customization where I accidentally delete content I didn't mean to delete. There is no undo functionality! So I can't easily get that content back. Even if I want to copy/paste it out of another location, I can't close the template editor without eithe cancellng all my existing work, thus losing the customization I've already done for this prospect, or sending the email and starting the sequence. So frustrating!! Help.
2. Sometimes, while I am working on the 20% customization, I will want to jump into my email inbox (gmail) and check an email for details about the person I am contacting. However, if I am already in the template and customizing the first email in a sequence, I can't get to Gmail. This is also very frustrating. (Gmail is grayed out in the background behind Hubspot.)
3. In general, there's no way to save a draft of what I'm working on. Let's say my phone rings while I am working on my 20% customization and now i need to speak to someone and need to check my email about something. I can't! Again, I have to completely cancel or send! Also frustrating.
Thanks for any advice.