App Tutorial

Mass Email Campaigns in HubSpot: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 12, 2024
TL;DR

Sending mass emails in HubSpot requires a paid subscription and involves a multi-step process using the platform's email editor. Here's a quick guide:

  • Navigate to Marketing > Email and click Create email.
  • Choose an email type and template.
  • Customize your email's content, layout, and conduct A/B testing.
  • Preview, send immediately, or schedule your email.

Automate your HubSpot email tasks with Bardeen to save time and enhance productivity.

How to Send Mass Emails in HubSpot

Sending mass emails in HubSpot is a feature available to users with certain paid subscriptions, such as Marketing Hub Professional and Enterprise. This guide will walk you through the process of creating and sending mass emails using HubSpot's classic editor, as well as how to convert a classic email into a drag-and-drop email template for a more updated experience.

Automating your email management can improve efficiency. Discover how Bardeen integrates with HubSpot to automate tasks and streamline your workflow.

Creating a New Email

  1. In your HubSpot account, navigate to Marketing > Email.
  2. Click Create email in the upper right corner.
  3. Select an email type from Regular, Automated, or Blog/RSS.
  4. Under the Custom tab, select an email template to start designing your email.

Editing Email Layout and Content

Click on any element within your email template to customize its content. Text elements can be edited directly and styled using the rich text toolbar. To add emojis, click the emoji icon.

A/B Testing Your Email

  1. Click Run a test in the top left of the editor to create variation B of your email.
  2. Configure your A/B test settings, including distribution, winning metric, and test duration.

Previewing or Testing Your Email

Before sending, preview your email on different devices or send a test email to yourself or another user in your account. This helps ensure your email looks and functions as intended across various platforms.

Sending or Scheduling Your Email

  1. Click the Send or schedule tab to choose your recipients and finalize sending options.
  2. Select Send to and Don't send to lists or individual contacts to customize your recipient list.
  3. Choose to send your email immediately or schedule it for later. If scheduling, select the date and time for your email to be sent.

Note: You can exclude contacts with low engagement by checking the Don't send to unengaged contacts box. This is recommended after you've sent a few email campaigns, so HubSpot has data to identify unengaged contacts.

Read more about why HubSpot CRM integrations are critical for salespeople to enhance productivity and sales outcomes.

Converting a Classic Email into a Drag and Drop Email Template

If you prefer the updated drag and drop email editor, you can convert your classic email into a drag and drop template. Navigate to Marketing > Email, hover over the email you want to convert, click Edit, then select Convert to drag and drop from the Actions dropdown menu.

Note: Converting a classic email to a drag and drop template may result in discrepancies if the classic email includes custom modules. Any locked modules or global groups must be edited at the template level in the design manager.

Boost HubSpot Email Efficiency with Bardeen Automations

While HubSpot provides robust tools for mass email campaigns, automating certain aspects of your email management can save you considerable time and improve efficiency. Bardeen offers seamless integration with HubSpot, allowing you to automate various tasks that streamline your workflow and enhance your productivity.

  1. Summarize and save new emails to HubSpot using OpenAI: This playbook uses OpenAI to generate and save summaries of new emails to HubSpot as new tickets, including the sender and email link. It's particularly beneficial for sales and marketing professionals looking to optimize their email communication.
  2. Create a HubSpot ticket, when an email is forwarded: Seamlessly create HubSpot tickets from forwarded emails. This automation is invaluable for support teams aiming to expedite ticket creation and improve response times.
  3. Create draft email for a HubSpot contact using OpenAI: Leverage the power of OpenAI to create personalized draft emails for your HubSpot contacts, enhancing your sales prospecting and personal productivity.

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