Workflows

How do I add emails to a workflow?

Last updated: December 14, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A
  • From your HubSpot Marketing account, navigate to Content > Email.
  • Select Create New Email.
  • Select the template layout, name your email and click Create.
  • Select the Recipients tab and choose Save for automation.
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.
  • Edit your email as needed for use in your workflow and click Save for automation when you're done.
  • Now, still within your HubSpot Marketing account, 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.