Email, around since 1971, remains a key element in marketing strategies. Despite the rise of social media, email continues to be a reliable tool for reaching customers in B2B marketing. Its ability to deliver personalized, targeted messages directly to inboxes creates a direct connection with your audience, making it invaluable for generating leads and building brand excitement.
HubSpot’s Marketing Hub offers one of the most popular email-building tools in the B2B space. The drag-and-drop editor simplifies email creation, but it can be intimidating for first-timers. To make the most of your lead-nurturing efforts, it's essential to use these tools effectively.
Whether you’re announcing a new product, sharing a special offer, or keeping your audience informed, knowing how to craft an email in HubSpot can help you engage customers in a personal and impactful way.
HubSpot’s free Email Marketing Tool simplifies the entire email marketing process. Thanks to its user-friendly design, it shows you how to create an email in HubSpot with ease.
You can quickly design emails using templates and customize just about any detail you want. Once your email is ready to go, HubSpot automates the sending process, making sure your emails reach the right people at the right time.
By following these eight steps, you can learn how to use HubSpot for email marketing without being a graphic design or coding expert:
First and foremost, you need to log in to your HubSpot account. If you don’t have one, you’ll need to create an account and set up your HubSpot portal.
Once you're logged in, move your cursor to the left side of the screen to open the navigation menu. Locate the Marketing tab and click on it to open the marketing menu.
From there, select "Email" to access the email marketing tools.
In an article titled, “How to Create an Email in HubSpot,” this step is crucial.
In the upper right corner, there is an orange button that says. “Create Email.”
Click that button.
That button will prompt you to select one of the following email types:
For this guide, we'll focus on the Regular type of email.
HubSpot provides a range of templates that you can use as a starting point. Browse through the available options or use the search bar to find a template that fits your needs.
If you have a specific vision for your email, you can design your own template from the ground up, allowing you full control over every aspect of the design. For guidance on how to create an email template in HubSpot, you can find detailed instructions here.
Here’s where your email really takes shape. With the easy drag-and-drop editor, you can quickly add and tweak different elements. Want to include text, images, buttons, or other features? It’s all up to you! You have full control to customize your email exactly how you want it, so you can create something that connects with your audience.
HubSpot also offers tools that can add a personal touch to your emails. With personalization tokens, you can automatically insert the recipient’s name or company name, making each email feel more customized and engaging.
In the email navigation bar near the top of the screen, open the settings tab. In the settings tab, there are three important pieces of information to fill out:
Before sending your email, use HubSpot’s preview feature to see how it will appear to recipients on various devices and clients. This helps confirm that your layout and design look as intended across different platforms, including mobile ones. Pay attention to how images, text, and buttons appear and make sure no features are squished or overlapping.
Be sure to also double-check all content, including text, images, and links for accuracy. Verify that all links direct to the correct destinations and that there are no spelling or grammatical errors.
Now after all of the design and setup, you’re probably asking, “Can you send emails from HubSpot on top of everything else you can do?”
As a matter of fact, you can.
You need to decide whether to send it immediately or schedule it for later time. Timing can significantly impact your email’s effectiveness, so consider factors like your recipient’s time zones and the days and times your email sends have historically performed the best. If you don’t have much data yet, check out email trends in your industry. Use HubSpot’s scheduling feature to select the date and time that works best for your email campaign.
After sending your email, use HubSpot’s analytics tools to track performance metrics.
These include:
By keeping a close eye on your email performance and adjusting your approach based on the data, you can make your email marketing with HubSpot more effective, boost engagement with your audience, and see better results overall.
HubSpot's email platform simplifies the entire process, from selecting a template to customizing content and scheduling your emails. With features like personalization tokens and detailed analytics, you can make each email feel unique and track its performance to continually improve your strategy.
Using these powerful tools effectively can improve customer connections, boost your email marketing success, and drive better results for your business.
To start leveraging these tools to boost your lead-nurturing efforts before, during, and after trade shows, grab our free e-book of email marketing tips: