Tips, Tricks & Best Practices

RichardM50
Participant

Schedule an Activity Series using an Achor Date

SOLVE

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?

0 Upvotes
2 Accepted solutions
Jnix284
Solution
Thought Leader | Partner
Thought Leader | Partner

Schedule an Activity Series using an Achor Date

SOLVE

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

Jnix284_0-1662127423843.png

 


maka Agency

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Jnix284
Solution
Thought Leader | Partner
Thought Leader | Partner

Schedule an Activity Series using an Achor Date

SOLVE

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! 🙂


maka Agency

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7 Replies 7
TiphaineCuisset
Community Manager
Community Manager

Schedule an Activity Series using an Achor Date

SOLVE

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


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Jnix284
Thought Leader | Partner
Thought Leader | Partner

Schedule an Activity Series using an Achor Date

SOLVE

Hi @RichardM50 definitely agree with @TiphaineCuisset 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.


maka Agency
RichardM50
Participant

Schedule an Activity Series using an Achor Date

SOLVE

@Jnix284 

 

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

0 Upvotes
Jnix284
Solution
Thought Leader | Partner
Thought Leader | Partner

Schedule an Activity Series using an Achor Date

SOLVE

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

Jnix284_0-1662127423843.png

 


maka Agency
RichardM50
Participant

Schedule an Activity Series using an Achor Date

SOLVE

@Jnix284 

 

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

 

RichardM50_0-1662127964582.png

 

0 Upvotes
RichardM50
Participant

Schedule an Activity Series using an Achor Date

SOLVE

@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!

 

Jnix284
Solution
Thought Leader | Partner
Thought Leader | Partner

Schedule an Activity Series using an Achor Date

SOLVE

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! 🙂


maka Agency