Workflows

How do I add emails to a workflow?

Last updated: June 29, 2017

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
You can save emails for automation in HubSpot's email tool, which can then be used in workflows. To create an email for your workflows:
  • In your HubSpot Marketing Professional or Enterprise account, navigate to Content > Email.
  • Click Create New Email.
  • Select the template layout, name your email, and click Create.
  • Set up your email content and settings. You can learn more about setting up your email here
  • Move to the Recipients tab and choose Save for automation.

Please note: this option will not appear if you are using A/B testing for your email.

Save for automation
After going through the Review tab to make sure the email is ready, click Save for automation from the upper right corner.
  • Click Next
  • Review your email, then click Save for automation.
  • Navigate to Contacts > Workflows.
  • Click New workflow.
  • Select your enrollment criteria.
  • Click the + button to add an action > choose Send an email and select your automated email from the list of options.

  • Activate your workflow by toggling the switch at the top-right.

Please note: You will not see your email show up as an option within your Workflow unless you have selected "Save for automation" under the Recipients tab within your email.