5 Steps to Create a HubSpot Newsletter (2024)

How to Create a Newsletter in HubSpot

Creating a newsletter in HubSpot involves several steps, from choosing the right tool to designing and sending your newsletter. This guide will walk you through the process, ensuring you can engage your audience effectively.

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Step 1: Choose an Email Newsletter Tool

First, select an email newsletter tool that aligns with your budget, goals, and technical skills. HubSpot offers a robust email marketing tool as part of its Marketing Hub, suitable for businesses of all sizes. It's user-friendly, especially if you're familiar with drag-and-drop editors. Even beginners will find the tool intuitive. HubSpot's email marketing tool is available for free, making it an excellent starting point for building your newsletter.

Step 2: Define Your Newsletter's Goal

Before drafting your newsletter, clearly define its purpose. Whether it's driving more traffic to your blog, generating leads, or promoting new products, your goal will guide the rest of your decisions. Set key performance indicators (KPIs) that align with your overall business objectives, moving beyond basic metrics like open rates to more meaningful measures of success.

Step 3: Choose a Template and Gather Content

With a goal in mind, select a template for your newsletter. HubSpot offers a variety of pre-made templates that can save you time and ensure a professional look. Depending on your newsletter's frequency and goals, gather content that addresses your audience's needs and interests. This could involve actively searching for relevant topics or curating content over time.

Step 4: Design and Personalize Your Newsletter

Use HubSpot's drag-and-drop editor to customize your chosen template, making it align with your brand and audience preferences. Incorporate personalization tokens to tailor emails to individual recipients, enhancing engagement. Ensure your newsletter is visually appealing and easy to navigate, with clear calls-to-action.

Step 5: Segment Your Audience and Send

Leverage HubSpot's CRM data to segment your audience based on their behaviors and preferences. This allows you to send targeted newsletters that resonate with specific groups within your contact list. Finally, send your newsletter and use HubSpot's analytics to track its performance. Analyze which content converts best and replicate successful elements in future newsletters.

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By following these steps, you can create effective and engaging newsletters in HubSpot, keeping your audience informed and engaged.

While creating a newsletter in HubSpot is a multi-step process, automation can significantly streamline tasks such as managing contacts, organizing content, or even drafting emails. Bardeen offers a suite of automation playbooks that can connect HubSpot with other tools you use, making the newsletter creation process more efficient and integrated.

1. Create a HubSpot ticket, when an email is forwarded: This automation can be especially useful for support or sales teams who want to ensure that any email inquiries or leads are promptly turned into HubSpot tickets for follow-up.
2. Create draft email for a HubSpot contact using OpenAI: Use this playbook to automate drafting personalized emails for your newsletter contacts in HubSpot, leveraging the power of OpenAI for content creation.
3. Create a new Notion page, when a HubSpot product is created: While not directly related to newsletters, this automation helps keep your product information organized. When a new product is added to HubSpot, a corresponding Notion page is created, which can be a useful repository for newsletter content.