Navigate to EmailIn your HubSpot Marketing Basic, Professional, or Enterprise account, navigate to Content > Email.
On the email dashboard, click Create email at the upper right.
Choose your templateSearch or browse for an existing email template. If you don't have a template that fits your current needs, you can browse marketplace email templates by clicking the Marketplace tab or design a new template.
Create your email
Once you've found the template you'd like to use, click on it and enter a name for your email. Then click Create email.
Edit your emailThe Edit tab is where you'll add content to and set up the details for your email. Hover over a module and click to edit the content of that module.
At the top of the edit screen, click Edit details to add your email From name, From email, Subject line, and Preview text. Your From name, From email, and Subject line are required before you can send an email.
HubSpot will automatically generate a plain text version of the content you add to your email. If you click the Plain text tab, you'll see a stripped down version of your email which you can customize at your discretion by clicking Edit. More often than not, it's perfectly fine to leave this feature alone unless there's a specific reason you want your plain text version to look different.
Once you're done editing the content of your email and adding the details, click Next to move to the Settings tab.
On the Settings tab, you can change the internal email name, select the email type (required), and assign your email to a campaign. You can also choose to enable a web version of your email and edit its name, URL, and meta description. You can customize the web version of your email by clicking Edit web version contents.
Advanced settings & footer
Click Advanced Settings to expand your template settings and your email footer information. Click Edit email footer contents to update the selected email footer, or click Manage to update your email footer information in your content settings.
Click the eye icon in the left sidebar to see a preview of how your email will appear on different devices. You can also see a preview of your email as it will appear for specific contacts in your database, as well as a shareable preview.
Send a test email
Click the email icon in the left sidebar 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 to ensure that any personalization or smart content is working as you expect), 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. On this pane, click Test your email. A window will appear and you'll be able to select the email clients in which you want to preview your email.
Click the bar graph icon in the left sidebar to open the Optimize pane. This will provide recommendations for how you can improve your email content and settings, along with ways in which you've successfully set up your email.
Click the box icon in the left sidebar to open the Edit modules pane. This will display a list of all the modules included in your email. Click on a module in the list to make edits to the options and style.
Click the A/B icon in the left sidebar to create an A/B test variation for your email. Click Create A/B test to give your variation a name and begin the setup process. To learn more about using A/B testing in email, click here.
On the Recipients tab, you'll decide who will be receiving your email. You can get here by clicking Recipients at the top or choosing Next when done with the Settings screen.
You can choose to add specific lists or individual contacts as recipients or save it for automation if you'll be using it in workflows (Professional and Enterprise only). If you choose Add recipients, you can browse or search for lists and individual contacts to include in your send. Any recipients you include will appear in the right-hand column under Send to.
You can also choose to exclude certain lists of individuals if you want to make sure they do not receive the email, even if they are members of a list in the Send to section.
Next is the Review tab. Here you'll see a checklist of items that have been taken care of in your email setup, along with recommended items that you may still need to address.
Send or schedule
On the Send or schedule tab, you can choose when you want your email to be sent. You have 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.
- Send based on time zone (Professional and Enterprise only): Schedule an email to send in a recipient's local time zone. Learn more about how this works here.
Once you've made your selection, click Send or Schedule in the top right to send your email to your recipients.
If you selected Save for automation on the Recipients tab, you will not see the Send or schedule tab. Instead, once you've reviewed your email, click Save for automation in the top right corner to publish your email and make it available for sends in workflows.