Schedule an Activity Series using an Achor Date

[RichardM50]

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?

[Jnix284 · Accepted solution]

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

[TiphaineCuisset]

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

[Jnix284]

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.

[RichardM50]

@Jnix284 

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

[Jnix284 · Accepted solution]

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

[RichardM50]

@Jnix284 

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

[RichardM50]

@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 · Accepted solution]

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! 🙂