💌 Sending A Marketing Email | A Beginners Step By Step Instructions And Video Tutorial

Step-By-Step Guide

Hubspot Email

Setting Up Your Account

• Go to hubspot.com’s marketing email hub: https://app.hubspot.com/
• If you don’t have a FREE account, click on the sign-up link at the top of the form and follow the sign-up instructions. 
• After you signed up for the account, Go to hubspot.com’s marketing email hub: https://app.hubspot.com/

Setting up your Email List

• Click on the contacts dropdown
• Click on import if you want to import a spreadsheet of your contacts
• Click on create a contact to enter your contacts manually
• Click on the contacts dropdown
• Click on lists
• Click on create list
• Name the list Active Emails
• Click on next
• Select Contact properties
• In the search box, type email
• Click on email
• Click on the circle next to “is known”
• Click Apply filter
• Click Save

Creating an email

• Click on Marketing
• Click on Email
• Click on Get started button
• Click on Welcome email template
• Click on the Company Logo image
• Click on the replace link
• Click on add image
• Click on upload files link
• Select your logo from your computer files
• After your logo has imported, click on the logo
• Resize the logo if needed; 250 width is recommended
• To resize the logo, click in the field under width and type in 250.
• Double click on the text, “Welcome Friend”
• Delete the filler text
• Type Hi 
• Click on the personalize link
• Click on the type dropdown and select contact
• Click on search contact tokens
• Type in First Name
• Click on first name in the dropdown
• Click on insert
• Type your email
• Click on the done link
• Click on the button Icon and drag it under the text of your email.
• Click in the field under “Link URL”
• Paste a link to your website in the field
• Click on the field under “Button Text”
• Type Visit Website or a similar Call-to-action that explains what will happen after someone clicks on the button
• Click on the Done link
• Revise your email
• Optional: you can click and drag other elements into the email like additional text boxes, images, dividers, and social icons
• Click on settings

Settings

• Verify the from name 
• Verify the from address
• Click on the field under the subject line and add a subject line
• Click on the field under preview text and add preview text
• Keep the internal name the same
• Set your language to the appropriate language
• Select Subscription type of Marketing Information.
• Left-click on Send and Schedule tab at the top of the screen

Sending

• Click on send test email
• Click on the dropdown under “send to”
• Select the list “Active Emails”
• Click on Send a test email
• Click on the send test email button
• Go to your inbox and verify the email is correct
• Go back to Hubspot and click on schedule for later
• Schedule for later is a radio button in the right menu.
• Pick a time and date
• Click on the review and schedule button in the upper-right hand corner
• Click on the schedule button
• You will get another popup
• Click on the Schedule button again

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