Lesson 2 | Creating an email

This lesson is all about creating an email in HubSpot.


Navigate to the email page and select Create an Email in the top right.

This will open up a window with the option for drag and drop or classic editor. 

Select the drag and drop editor as it allows anyone to quickly create an email.

For the purposes of this training, we will be using the drag and drop editor.

Next, the window will ask you to create a Regular or Automated email. If you are creating a one-off or bespoke email, such as a newsletter, choose a Regular email. If you are creating an email for automation purposes, such as a lead notification or thank you email, select Automated.

Next, you will see the template selector. From here, you can select a template or buy one if you want additional options. Once you select a template, the editor window will open up.

Once open, use the top down approach, starting with adding in the email title and naming convention in the email name - using a naming convention ensures your CRM will stay tidy as things progress.

Next, using the left-hand bar, select the elements you want to add into your email. Build the email how you see fit by selecting and dropping elements into the main body.

Once the elements are in the email, you can edit the text and images by using the column on the left. Here, you can change the size of the text and images, and make any amends you need to.

Now we move onto the email settings, which can be selected from the top navigation bar beside the edit tab.

First, look at the from Name tab and select the person you want this to come from.

Next, select the address you want this to come from.

Next, write an effective subject line and preview text for you email. If you want to personalise this, then use the Personalise token on the right of the bar and select where and what personalisation will drop into the text.

Next, give your email an internal name, which will match the naming convention from above.

Now update the subscription type for the email. Is it a marketing or sales email? Etc.

Then update the campaign field to align it with the campaigns in the wider strategy - this is important as it will give you full tracking across all touch-points of the campaign.