Email

Create automated emails to use in workflows

Last updated: October 13, 2020

Applies to:

Marketing Hub  Professional, Enterprise

To send a marketing email in contact-basedcompany, deal, quote, and ticket-based workflows, you must create and save the email for automation.

Using the email tool, you can create automated emails using either the standard editor or the drag and drop editor. You can also create automated emails from within the workflows tool.

Create automated emails in the email editor

You can create an automated email using either the regular email editor or the drag and drop editor.

Regular editor

  • In your HubSpot account, navigate to Marketing > Email.
  • In the upper right, click Create email.
  • In the dialog box, select Automated.

    email-type-automated
  • Select a template
  • In the dialog box, enter an Email name and click Create email.

Please note: if you insert deal or ticket personalization tokens, the email can only be used in deal or ticket workflows respectively. Contact and company personalization tokens can be used in any workflow type.

  • After composing and setting up the email, click the Recipients tab.
  • Under Select recipients, ensure that Save for automation is selected.

  • In the upper right, click Next and review your email settings.
  • In the upper right, click Save for automation to publish the automated email.

Once the automated email is published, it will be available for selection in the Send email action in workflows.

Drag and drop editor

To create an automated email in the drag and drop editor

  • In your HubSpot account, navigate to Marketing > Email.
  • In the upper right, click Create email.
  • In the dialog box, select Automated.

    email-type-automated
  •  Click the Drag and drop tab, then select a template.

    drag-and-drop-tab-select
  • After composing and setting up your email, click the Send tab and ensure that the email is set as automated. To switch the email type between regular and automated, click the Actions dropdown menu in the upper right, then select Convert.

    confirm-automated-email
  • To publish the email, in the upper right, click Review and save. Then, in the right panel, click Save for automation.

Once the automated email is published, it will be available for selection in the Send email action in workflows.

Create automated emails in the workflow editor

You can create a simple automated email from within the workflow editor itself. Emails created in the workflows tool will have a basic appearance, but can be customized further in the email editor.

To create an automated email in the workflows tool:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of an existing workflow, or create a new workflow.
  • In the workflow editor, click the plus icon + to add a workflow action.
  • In the right panel, select the Send email action.

    send-email-action
  • Click + Create new email.

    create-automated-email-workflows
  • In the right panel, enter the details of your email. To further customize the email, click the email tool link at the top of the panel.
  • After composing your email, click Save email at the bottom of the right panel to save the email.

After saving your email, you can select it for use in any workflow. You can also access it from your email dashboard for further editing.