Sales Hub Tools

MarketFit
Member

Switching an automated email in a sequence to Manual

SOLVE

Hey Hubspot Gurus,

Starting point:

I have an existing Sequence, where one of the emails is set to launch automatically. 

 

Question: 
How do I change the email from Automatic to Manual? 

 

Thanks

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Switching an automated email in a sequence to Manual

SOLVE

Hi @MarketFit,

 

If you're looking for an option to convert the existing automated email into a manual one, that's not possible. You would have to click the + sign in the sequence editor at the correct place, then 'Manual email task':

 

karstenkoehler_0-1719915063108.png

 

After adding the manual email task, remove the automated email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
MarketFit
Solution
Member

Switching an automated email in a sequence to Manual

SOLVE

That's what I suspected, but was hoping for a clever workaround. Thanks for the help. 

View solution in original post

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Switching an automated email in a sequence to Manual

SOLVE

Hi @MarketFit,

 

If you're looking for an option to convert the existing automated email into a manual one, that's not possible. You would have to click the + sign in the sequence editor at the correct place, then 'Manual email task':

 

karstenkoehler_0-1719915063108.png

 

After adding the manual email task, remove the automated email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
MarketFit
Solution
Member

Switching an automated email in a sequence to Manual

SOLVE

That's what I suspected, but was hoping for a clever workaround. Thanks for the help. 

0 Upvotes