Guide

How to Create an Email in HubSpot

This guide provides step-by-step instructions on how to create an email in HubSpot. Follow each step carefully to ensure successful email creation.

1. Log in to HubSpot – Open hubspot.com and sign in to your account.

2. Go to Marketing > Email – From the top menu, click “Marketing” > “Email” to open the email tool.

3. Click “Create Email” – Hit the “Create email” button in the top-right.

4. Choose Email Type – Select from options like Regular, Automated, or Blog/RSS. For most use cases, choose Regular for a one-time send.

5. Pick a Template – Choose a drag-and-drop template or start from scratch. You can also use saved templates or custom ones.

6. Build Your Email – Add text, images, buttons, and personalize with smart content or contact tokens like first name.

7. Set Subject Line & Recipients – Add a catchy subject line, from name, and sender email. Then select your recipient list (static or smart).

8. Preview, Test, and Send – Click “Preview” to check how it looks on desktop and mobile, send a test email, and finally hit “Send” or Schedule.