How do I make an email automated for adding to workflows?

Last updated: June 17, 2016

Available For:

Product: HubSpot Marketing
Subscription: Professional & Enterprise

In order to use the Workflows tool for sending an email you must first make your email automated. Here's how:

  • Navigate to Content > Email.
  • Select Create New Email.
  • Select the layout, name your email and click Create.
  • Select the Recipients tab and choose Save for automation.
Save for automation
  • Click Next to review your email.
  • Once you've reviewed your email, click the blue Save for automation button to publish your automated email and make it available within Workflows.

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 and published the email.

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