Mastering Email Threading in Sequences

Issue

When sending emails through sequences, you might notice that these emails appear as new messages rather than threaded replies. This can complicate conversations with clients and make it challenging to follow discussions.

Solution

To enable proper threading of emails in your sequences, follow these steps:

1. Edit Your Sequence:

   • Access the Automation section in your CRM.
   • Click on Sequences from the menu and select the specific sequence you want to modify.

2. Adjust Email Types:

   • For each email in your sequence, ensure you are adding an automated email.
   • Within the email settings, select "Reply" from the Email type dropdown.
   • Be sure to specify the previous email in the thread you are replying to for accurate referencing.

3. Modifying Existing Emails:

   • If you need to adjust emails that have already been sent in the sequence, locate them in the sequence.
   • Use the actions dropdown to select Edit Threading.
   • Change the email type from "New Thread" to "Reply" to connect it properly to the prior email.

By following these steps, you can keep your email conversations with clients organized, ensuring that all replies are associated correctly through threading.

Additional Tips

• Regularly review your sequences to ensure new emails are set to reply to the correct messages, which helps keep your communications streamlined.
• For further assistance, refer to the HubSpot Documentation on Sequences for detailed guidance.

Implementing these strategies will significantly enhance your email communication effectiveness within HubSpot.