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      Creating and Editing Emails

      Learn to create and edit emails in Hubspot and learn about the different features of the Email Builder.

      A Step-by-Step Guide to Creating and Editing Emails in HubSpot

      Introduction:

      HubSpot's email tool allows you to create and send professional, engaging emails to your contacts. This guide will walk you through the process of creating and editing emails, as well as provide an overview of the email builder.

      1. Finding the Email Tool:

      • Login: Log into HubSpot using your credentials.
      • Navigation: In the left-hand sidebar, navigate to "Marketing" and then select "Email." This will take you to the email dashboard.

      2. Creating a New Email:

      • "Create Email" Button: Click the "Create email" button in the top right corner.
      • Email Type: Choose the type of email you want to create:
        • Regular: For one-time emails or newsletters.
        • Automated: For emails sent as part of a workflow.
      • Template Selection: Select a template from HubSpot's library or start with a blank template.
      • Email Builder: You will now be in the email builder, where you can customize your email.

      3. Overview of the Email Builder:

      • Drag-and-Drop Interface: The email builder uses a drag-and-drop interface, allowing you to easily add and arrange elements.
      • Content Modules: The left-hand sidebar contains various content modules, such as text, images, buttons, and dividers. Drag these modules into your email to add content.
      • Design Options: The right-hand sidebar provides design options for each module, allowing you to customize fonts, colors, spacing, and more.
      • Settings Tab: The settings tab lets you change the internal email name, the subject line, preview text, from name, and from address.
      • Personalization: Use personalization tokens to insert contact properties into your email, such as first name or company name.
      • Preview and Test: Use the preview and test options to see how your email will look on different devices and to send test emails.

      4. Editing an Existing Email:

      • Finding the Email: Locate the email you want to edit on the email dashboard. You can use the search bar to find it quickly.
      • Opening the Email: Click on the name of the email to open it in the email builder.
      • Making Changes: Use the drag-and-drop interface and design options to make your desired changes.
      • Saving Changes: Click the "Update" button to save your changes.

      5. Important Notes:

      • Mobile Responsiveness: Ensure your emails are mobile-responsive by using HubSpot's responsive templates and previewing your emails on different devices.
      • Spam Prevention: Follow best practices for email deliverability, such as avoiding spam trigger words and using a reputable sending domain.
      • A/B Testing: Use A/B testing to experiment with different subject lines, content, and designs to optimize your email performance.

      6. Additional Help:

      7. Growth Opportunities:

      • Advanced Personalization: Explore advanced personalization techniques, such as using smart content and dynamic content.
      • Email Automation Workflows: Learn how to create complex email automation workflows to nurture leads and automate customer journeys.
      • Email Performance Analysis: Deepen your understanding of email metrics and how to analyze email performance to improve results.