HubSpot's drag and drop email editor provides an intuitive interface to create and scale your email marketing efforts.
Create a new email
- In your HubSpot account, navigate to Marketing > Email.
- Under the All Emails list, hover over the email type you would like to use and select Clone.
Edit email layout and content
- To add more content to your template, click and drag a new element from the Content tab in the left pane directly into the email editor.
- To modify your template layout, hover over an element and click the blue edge on the left to drag it to a new position. Click the clone icon duplicate or trash can icon deleted to clone or delete the element.
- In the left sidebar, click the Design tab to customize your template's fonts, headings, colors, border, and spacing.
- Click an element to customize its content.
- Text can be edited directly in the body of the email.
- Images can be edited or replaced by selecting the desired image and either clicking on replace, adjusting the width/height, or adjusting the alignment.
- CTA’s can be edited by clicking on the desired CTA and changing the link URL, button text, font, color, and alignment.
- If you make any mistakes while you're editing your email, you can undo any of your recent changes. Or, if you want to restore a change you just undid, you can also redo a change to restore your email back to the most recent revision:
- In the top left of the editor, click the undo icon to undo the most recent change. To revert back to a change you just undid, click the redo icon.
- In the top left of the editor, click the undo icon to undo the most recent change. To revert back to a change you just undid, click the redo icon.
Edit email settings
At the top of the screen, click the Settings tab. Here, you can customize the following settings:
- From name: the name your recipients will see when they receive the email.
- From address: the email address the email is sent from.
- Subject line: the email subject line that appears in an inbox.
- Preview text: add preview text that usually appears next to the email subject line in an inbox.
- Internal email name: the internal name of the email that appears in the email dashboard. This name is not visible to email recipients.
- Subscription type: select the email subscription type
- Campaign: select a campaign to associate with the email.
Review your email
In the upper right, click Next to advance to the Review tab. This shows any missing or suggested items. Required items will be flagged in red, while additional items will appear for review under Suggestions.
- Click Resolve to navigate to the section of the email editor that needs to be updated.
- In the upper right, click the Actions dropdown menu and select Preview to see what your email will look like for your recipients on different device types.
- You can also send a test email to yourself or another user in your account:
- In the upper right, click the Actions dropdown menu and select Send test email.
Send or schedule your email
- In the upper right, click Next.
- Click the Send to dropdown menu and select the list(s) and/or individual contact(s) to add them to the recipient list.
- Click the Don't send to dropdown menu and select the list(s) and/or individual contact(s) to exclude them from the recipient list. Click the Don't send to unengaged contacts checkbox to exclude contacts with low engagement.
- Schedule an email that you would like to send at a later date and time. HubSpot will provide recommended times to send the email that will potentially have the highest engagements or set your own time.
- In the upper right, click Review and send