TL;DR
To add email recipients to HubSpot, start by preparing and importing your contact file in .csv, .xlsx, or .xls format, ensuring it matches HubSpot's property requirements. Next, create an email list from 'Contacts' > 'Lists', and send your email from 'Marketing' > 'Email' by selecting your list. For targeted campaigns, segment your list using various criteria for improved engagement.
This guide simplifies the process of managing email recipients in HubSpot, enhancing your email marketing efforts.
Enhance your HubSpot email management by automating contact import and segmentation tasks with Bardeen.
HubSpot Import Contacts
To add email recipients to HubSpot, you first need to import your contacts. Prepare your import file by ensuring it's in .csv, .xlsx, or .xls format, contains only one sheet, and includes a header row where each column header matches a property in HubSpot. The file must be UTF-8 encoded, especially if it contains foreign language characters, and adhere to specific formatting requirements for various property types such as email addresses, phone numbers, and date properties. Ensure your file also contains the required properties for the objects you're importing, like 'Email' for contacts.
Once your file is prepared, go to your HubSpot account and navigate to the settings icon, then to 'Import & Export'. Click 'Start an import', select 'File from computer', and follow the prompts to upload your file and map your columns to the corresponding HubSpot properties. Choose how to import your data, whether to create new records, update existing ones, or both. If importing multiple objects, you might need to indicate a common column for association.
Automating your contact import can save you time and improve accuracy. Explore how Bardeen can Automatically Create HubSpot Contact from Gmail Email.
How to Create an Email List in HubSpot
After importing your contacts, you can create an email list by navigating to 'Contacts' > 'Lists'. Click 'Create list', and select the list type as either 'Active list' for dynamically updating lists based on criteria or 'Static list' for manually managed lists. Enter your list details and set your criteria for segmenting your contacts, such as contact properties, activities, or engagement. Save your list, and it will start processing based on the criteria you've set.
HubSpot Send Email to List
To send an email to your newly created list, navigate to 'Marketing' > 'Email', and create a new email or choose an existing one. In the email editor, go to the 'Recipients' tab, and under the 'Lists' section, select the list you want to send the email to. Customize your email content, subject line, and sender details. Once you're ready, you can send your email immediately or schedule it for later.
HubSpot Email List Segmentation
For more targeted email campaigns, consider segmenting your email list further. HubSpot allows for advanced segmentation based on a variety of criteria including demographics, behavior, engagement, and custom properties. Use these segments to personalize your email content, subject lines, and offers for different groups within your list. This approach improves email relevance and effectiveness, leading to higher open and click-through rates.
To segment an existing list, go to 'Contacts' > 'Lists', select your list, and use the 'Filters' option to add or refine your segmentation criteria. You can also create new lists based on specific segments directly from your contacts database using similar criteria.
Make your HubSpot workflows even more powerful by integrating with Salesforce, LinkedIn, and Slack for enriched multi-channel outreach and instant alerts.
Automate Your HubSpot with Bardeen Playbooks
While manually adding email recipients to HubSpot is straightforward, automating this process with Bardeen can significantly enhance your productivity and ensure your CRM is always up-to-date with the latest contacts. Automating these tasks not only saves time but also minimizes the risk of human error, ensuring that all potential leads and contacts are captured efficiently in your CRM system.
- Automatically Create HubSpot Contact from Gmail Email: This playbook automatically captures new contacts from incoming Gmail emails, streamlining the process of lead capture and CRM management.
- Create a HubSpot contact from an email: Utilize Clearbit and Gmail to find and create contacts in HubSpot, automating the process of populating your CRM with valuable leads.
- Sync New GitHub User Email as HubSpot Contact: This playbook automates the addition of GitHub users as contacts in HubSpot, perfect for managing contributors or team members directly within your CRM.
Embrace the power of automation by downloading the Bardeen app to streamline your HubSpot management tasks.
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