HubSpot Workflows vs Sequences with regie.ai

In general, if your primary focus is sales and you have a lower volume of prospects you need to email, Sequences are a better email automation option.

However, if you are doing marketing emails (ex: nurture/ drip campaigns) or high volume outreach, Workflows are likely going to be a better option for email automation. 

Please contact your regie CSM if you need help deciding on

the best strategy for your particular goals.

Key Strategic Differences between Workflows & Sequences

Threading/ Reply Options

What is Threading? Threading means that emails in your campaign will continue on the same "thread" of email conversation; after the first email your subsequent emails will reply to the original email and use the same subject line with a "Re:" before it - the advantage is that your prospect will have more context / all the content you have been sending them in one place.

Workflows: Not Available. Workflows are comprised of individual marketing email templates and cannot be threaded, so when you are crafting these email campaigns, make sure that each email can stand on it's own since your recipient will get each email individually.

Sequences: Available, with a caveat. Sequences can have threading, BUT it is an all-or-nothing decision.

In your Sequence settings, you have to determine if all emails in the Sequence will be threaded or none of the emails. 

This can be a disadvantage if you want to test out more than one subject line or start a new thread after your 3rd email.

Note: Some regie customers that want to use threading for part of their email campaign will create 2 separate sequences with a task to move the prospect to the 2nd sequence after they have finished the first batch of emails (ex: for the regie Multi-Touch campaign - create 1 sequences for emails 1-3, and a 2nd sequence for email 4 reintroduction and emails 5-7).

Automation Limitations

Workflows are usually comprised of automated emails and there are no limits to the number of emails you add to a workflow.

Sequences have a maximum of 5 automated emails per sequence, but you could have additional manual emails, tasks, and call tasks.

Integration with regie.ai

HubSpot workflows can integrate with Regie.ai. After you export your regie campaign to HubSpot, you will need to enable your emails for automation. (This article walks you through that process)

HubSpot sequences are not able to integrate with any outside platform - HubSpot has blocked this feature from their API - so you cannot publish directly from Regie to HubSpot.

However, you can publish new or existing Sequences via the Regie Chrome Extension.

Enrollment, Unenrollment, and Engagement Tracking

Workflows: Cannot track replies or automatically unenroll, but you can setup automatic or manual enrollment.

Workflows allow for automatic and manual enrollment - you can set up triggers for contacts to be enrolled in an workflow once they meet certain trigger requirements.

Workflows DO NOT automatically unenroll contacts from a workflow if they reply or book a meeting and marketing emails cannot track replies. However, you can set up unenrollment triggers.

Sequences: Can track replies and automatically unenroll contacts if they take action, but typically need to be enrolled manually.

Contacts are typically manually enrolled in sequences. (This HubSpot article walks you through how to enroll contacts in a Sequence)

• To make things more confusing, you can also setup a workflow to enroll and unenroll contacts in a sequence.

Sequences will automatically unenroll contacts once your prospect takes action (ex: replies to your email or books a meeting), and they can also track replies.

Reporting - Additional Resources

For Workflows, see Analyze your marketing email campaign performance

For Sequences, please see Analyze sequence enrollment and performance data

Other differences to consider

HubSpot Subscription Type

Sending automated emails through Workflows requires a Marketing Hub Professional or Enterprise subscription.

Sending automated emails through Sequences requires Sales Hub Professional or Enterprise subscription or Service Hub Professional or Enterprise users with a connected personal inbox (G Suite, Office 365, or IMAP).

Types of Emails

Workflows use marketing emails that are saved for automation and do not use the same templates available for sales. Workflows send marketing emails through HubSpot and the from address can be customized in the email editor.

Sequences allow users to send a series of sales email templates to contacts from your connected inbox as sales emails from an individual.

Limits on Emails and Sequences

Sequences have a daily send limit which will depend on your subscription type.

The sequences send limit is based on the number of sequences email sends on a given day, not the number of new enrollments. The limit includes all emails sent immediately when a contact is newly enrolled in a sequence and any scheduled sends from previous enrollments. For example, if your sequences daily send limit is 500 and you already have 450 emails scheduled to send on a given day, you can only schedule an additional 50 sequences email sends that day.

HubSpot will notify you if you try to start a sequence with emails to send on a day when the limit has been reached.

There is a daily send limit on one-to-one emails sent from a connected inbox. This daily send limit applies to emails sent from a personal inbox or a team inbox. These limits prevent you from exceeding your email provider's send rate limit. HubSpot send limits vary based on each email provider's limit:

• Gmail Free: 350 emails per day

• Google Apps: 1000 emails per day

• Office 365: 1000 emails per day

• Exchange inbox: 1000 emails per day

• Generic inbox: 1000 emails per day