Navigate to EmailFrom your HubSpot Marketing Dashboard, navigate to Content > Email.
Create new email
Once in your Email Dashboard, you'll want to click the blue button Create new email.
Choose your template
At this point, you'll see why it's important that you have an email template setup and ready to go because you'll want to choose that template to begin building your new email. You can search for the name of your email template and see your options come up that match what you searched for.
You don't have to use the search bar when selecting a template, but it can be much faster in choosing your template if you already know the name of the template. Otherwise, you can scroll down and find one that looks like what you want or you can choose from the options on the left-hand side.
If by some chance you get to the point where you're going to create a new email and there still isn't a template that quite suits your needs, you can choose to Create new template which will take you into building out a new email template.
Create your email
Now, click on the template you'd like to use and HubSpot will prompt you to give your new email a name, then Create.
Edit your email
Your email template could be made of multiple parts and very possibly won't look like the template in this guide but the basic parts should remain.
The focus of your editing should be within the Main Email Body section where your content will be edited and created. Hover over the Main Email Body until you see it overlapped with a transparent grey color with the pencil icon in the middle and click within this module to edit.
In the screenshot below, you could also click on the Logo to edit it.
At the top of the Edit screen, you'll want to click Edit details to add your email From name, From email, and Subject Line. These three pieces of information are required before you can send this email.
HubSpot will automatically generated a plain text version of the email as dictated by all the content you placed earlier in this article. But by clicking Plain Text, you'll see a stripped down version of your email appear in the text field which you can also edit at your discretion. More often than not, it's perfectly fine to leave this feature alone unless there's some specific reason you want your plain text version to look different.
Once you're done in the Edit screen, you can click the Next button. Or you can click on any of the links at the top to move within those sections, ex: Settings, Recipients, etc.
Moving on to the Settings tab, the top section of this screen will be your main email settings. Here, you can change the internal email name, assign your email to a campaign, and give your email a type (type is required in order to send your email.) You can also choose to turn on a web version of your email and edit its name, URL, and meta description.
Advanced Settings & Footer
The section at the bottom of the Settings screen will allow you to change your template settings (swap and edit your template) and also allow you to change/edit your footer information.
From the left-hand side menu, click the eye icon to see a preview of your email as it would look on a certain device. You can also see a preview as if you were a contact in your databse, as well as a shareable preview.
Send a test email
You can also choose the email icon from the left-hand side menu to send a test email so you can see what your email looks like in your email client. Make sure you choose the recipients of your email, whether or not you want to receive this email as a specific contact (this can help with ensuring your personalization is working as you expected), and whether or not you want to see the plain text version.
Test in email clients
Click the checkmark icon to test your email in different clients. From this screen, choose Test your email and you'll be redirected to a pop-up window to choose which email clients you want to preview your email in.
Click on the bar graph icon on the left-hand side to go the Optimize setting screen. This will show you how you're performing on different aspects of your email the way you currently have it set up. You can see the example below some yellow circles and some green ones - there are still some actionable items to-do and some that have already been done well and don't need changing.
Click on the pencil icon from the left side menu to navigate to the Edit modules section. This will look at all the icons in your email template and allow you to click on the module you would like to edit. After you click on the module, you'll have the ability to edit this module on the right.
Click the A/B icon from the left side menu to create an A/B test for your email. Once you are here, click the blue button to Create A/B Test, give your variation a name and click OK. To learn more about utilizing A/B testing in email, click here.
Next up is the Recipients information - you can get here by clicking Recipients at the top or choosing Next when done with the Settings screen.
This section will ask you if you want to add recipients to this email or if you'd like to save for automation (which is an email you would save just for use in HubSpot Workflows.) If you choose "Add recipients" you'll see your lists below that you can choose to add as recipients on your email by clicking include recipients. Any recipients you include will show up on the right-hand side column under "Send to."
You can also choose Exclude if you have a list of contacts you absolutely do not want to get your email.
Next is the Review section. This will go over aspects of the email you have successfully set up but also advise you on certain content or settings you may want to revise.
Send or Schedule
From the Send or Schedule screen, you can choose whether or not you want to send your email one time, immediately, or if you'd like to schedule a specific time for your email to be sent.
Once you've made your decision, choose from one of the three options:
- Send now: Your email will be sent immediately to your selected recipients.
- Schedule it for later: Set a future time and date for your email to send. Select your date and your time from the boxes that appear.
- Smart Send (Pro and Enterprise only): Schedule an email to send in a recipient's local time zone. (Learn more about how this works here.)