Step-by-Step Guide to Sending Marketing Emails in HubSpot

How to Send a Marketing Email in HubSpot

Sending a marketing email in HubSpot involves several steps, from creating the email using HubSpot's editors to setting up the email's settings and finally, sending or scheduling the email. Whether you're using the drag-and-drop editor or the classic editor, the process is designed to be intuitive, allowing for a seamless experience in executing your email marketing campaigns.

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Creating a New Email

To start, navigate to Marketing > Email in your HubSpot account and click "Create email." If you have a Marketing Hub Enterprise account and the business units add-on, you can select a business unit to associate the email with. Choose between a Regular, Automated, or Blog/RSS email type. For the drag-and-drop editor, select a template that suits your email's purpose. Each template has customizable elements like images and text fields.

Editing Email Layout and Content

Add new elements to your template by dragging them from the Content tab into the email editor. You can modify the layout by rearranging elements, and customize fonts, colors, and spacing under the Design tab. Personalize your email by inserting personalization tokens that pull in values from your contact records. Note that if your email exceeds 102KB, Gmail may clip some of your content.

Setting Up Email Settings

In the Settings tab, customize your email's from name, from address, subject line, and other settings. You can use personalization tokens here as well to make your email more personalized. Decide on the subscription type and, if applicable, associate your email with a campaign. You can also enable a web version of the email and customize plain text settings.

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Sending or Scheduling Your Email

Choose your recipients by selecting contact lists and excluding any as necessary. Consider excluding unengaged contacts to improve deliverability. Decide whether to send the email immediately or schedule it for later. Review and send your email or schedule it. After sending, you can still send the email to more recipients if needed.

HubSpot Marketing Email Send Limits

It's important to be aware of HubSpot's send limits, which vary depending on your subscription. These limits are in place to help maintain a healthy sending reputation and ensure compliance with email providers' policies. For one-to-one emails and sequences, daily send limits apply, preventing you from exceeding your email provider's rate limit. The limits for Gmail, Google Apps, Office 365, and Exchange inboxes typically allow for up to 1000 emails per day, but it's crucial to confirm with your provider.

Understanding and adhering to these limits is essential for effective email marketing within HubSpot, ensuring your messages reach your audience without overwhelming your or their email service.

While manually sending a marketing email in HubSpot allows for a high level of customization and personalization, automating this process can save a significant amount of time, especially for recurring campaigns or follow-up sequences. By leveraging Bardeen's automation capabilities, you can streamline your email marketing efforts, ensuring timely and efficient communication with your audience.

1. Create draft email for a HubSpot contact using OpenAI: This playbook automates the drafting of personalized emails to your HubSpot contacts, utilizing OpenAI to generate content based on your prompts, making your outreach efforts more efficient and personalized.
2. Create a HubSpot ticket when an email is forwarded: Automate your customer service by creating HubSpot tickets from emails forwarded to a specific address, ensuring that every customer query is captured and addressed in a timely manner.
3. Create a new HubSpot deal using OpenAI when a label is added to an email: Enhance your sales process by automatically creating deals in HubSpot when an email is labeled, utilizing OpenAI to generate deal names and ensuring a smooth transition from email communication to deal management.

Get started with these Bardeen automations to maximize your HubSpot email marketing strategy. Download the Bardeen app now.