How to Create and Send Marketing Emails in Hubspot

Hubspot makes it easy to create professional marketing emails, personalize messages, and track performance without needing to code. This guide walks you step by step through the entire process so you can plan, build, test, and send effective email campaigns that support your marketing goals.

Getting Started with Hubspot Marketing Email

Before you design your first message, confirm that your email tool is correctly set up in your account.

Make sure your email sending domain is connected and verified.
Check that you have the right marketing email permissions.
Confirm you have a subscription that includes marketing email tools.

Once those basics are in place, you can open the email tool and start building.

Create a New Hubspot Marketing Email

The platform provides a guided flow for creating each email. Follow these core steps.

Step 1: Choose a Hubspot Email Type

From the email dashboard, start a new email and choose the type that matches your goal:

Regular marketing email for newsletters, announcements, and one-off campaigns.
Automated email for workflows, nurture sequences, and transactional-style messages.
Blog or RSS email that automatically pulls content from your site feed.

Select the type carefully because it determines how the email can be used in workflows and schedules.

Step 2: Pick a Hubspot Email Template

Next, select a template as the starting point for your design. You can:

Use drag-and-drop templates from the default gallery.
Choose previously saved custom templates from your design tools.
Start from a blank layout if you want full control over structure.

Templates define the base layout, such as one-column, multi-column, or image-heavy formats that match your brand style.

Step 3: Name and Save Your Email

Give the email an internal name that makes it easy to find later. This name is only visible inside your account and does not appear to recipients.

Hubspot automatically saves your progress, but it is best practice to save frequently as you work on complex layouts.

Designing Your Email in Hubspot

The drag-and-drop editor lets you quickly build your layout and add content modules.

Use Content Modules in the Hubspot Editor

In the editor sidebar, you can drag modules into your email body, such as:

Text blocks for headings, paragraphs, and formatted copy.
Image modules for logos, product photos, and banners.
Buttons with links to landing pages, forms, or external URLs.
Dividers and spacing elements to control layout and visual hierarchy.
Social follow icons and social sharing links.

Each module can be edited directly in the canvas or in the settings panel.

Customize Global Styles

To ensure consistent branding, adjust styles at the email level instead of each module:

Set body font, size, and color.
Define heading styles for H1, H2, and H3 tags.
Choose background color or images.
Adjust button styles, corner radius, and hover states.

These settings apply across modules, giving your Hubspot email a unified look.

Add Personalization and Smart Content

Personalization tokens help tailor email content for individual contacts. You can insert fields like first name, company name, or lifecycle stage.

To go further, use smart content rules to show different:

Copy for different lifecycle stages or list memberships.
Images based on device type or language.
CTAs that match segment intent.

Personalization, used carefully, improves engagement and keeps your email relevant without feeling automated.

Set Hubspot Email Details and Settings

After the main body is complete, configure key details that control how the message appears in the inbox.

Configure From Name and Address

Choose a recognizable from name and email address. You can:

Use a personal sender such as a sales representative.
Use a generic brand address such as marketing@yourdomain.com.
Pull the sender dynamically from the contact owner.

Keep this consistent across campaigns so subscribers recognize your messages.

Write a Strong Subject Line and Preview Text

The subject line and preview text strongly influence opens. Tips include:

Clarify the main benefit in a few words.
Avoid spammy phrases and excessive punctuation.
Use preview text to complement, not repeat, the subject.
Optionally add limited personalization where appropriate.

You can test multiple options later with A/B functionality inside Hubspot.

Choose Recipients and Lists

Define who will receive your email by selecting contact lists or creating filters.

Include primary lists, such as newsletter subscribers or leads.
Exclude lists, such as recent unsubscribes or internal test contacts.
Use contact properties, engagement history, or lifecycle stage to refine targeting.

Targeted lists help improve deliverability and engagement by sending only relevant content.

Test and Review Your Hubspot Email

Before sending to your full audience, test your email thoroughly.

Send Test Emails

Send test versions to yourself and teammates to review:

Layout and formatting on desktop and mobile.
Links, buttons, and CTAs.
Personalization tokens to ensure they resolve correctly.
Branding, tone, and compliance notes.

Check multiple email clients if possible to catch display differences.

Use Hubspot A/B Testing

For supported subscription tiers, you can create A/B versions of:

Subject lines or preview text.
Email body content, such as hero images or headlines.
Button text or colors.

Define the test size, pick a winning metric (usually open rate or click rate), and set the time window for selecting a winner automatically.

Run Automated Spam and Deliverability Checks

Review spam check results and deliverability recommendations, such as:

Reducing spam-like keywords or formatting.
Removing excessive images without supporting text.
Keeping a balanced image-to-text ratio.

Clean, relevant content supported by strong permission-based lists will help you maintain inbox placement.

Schedule and Send Your Hubspot Email

Once testing is complete, you can send immediately or schedule for later.

Send Now or Schedule for Later

Choose one of these options:

Send now: Deliver the email as soon as you confirm settings.
Schedule for a specific time: Pick a date and time aligned with your audience’s time zone.
Workflow-delivered: For automated emails, set triggers and delays inside workflows instead of choosing a fixed send time.

Consider historical open times and regional differences when scheduling major sends.

Monitor Sending Status

After you click send or schedule, monitor the email status in your dashboard. You can see whether it is:

Queued for send.
Actively sending.
Finished and ready for reporting.

If you notice an urgent issue immediately after scheduling, you may be able to pause or cancel before the send completes.

Analyze Hubspot Email Performance

When your campaign is complete, review performance metrics to improve future sends.

Key Metrics in the Hubspot Email Report

Typical metrics include:

Delivered and bounce counts.
Open rate and unique opens.
Click rate and click-through rate.
Unsubscribe and spam complaint rates.

Dig into link-level details to see which CTAs, images, or sections attract the most engagement.

Use Engagement Data for Optimization

Use insights from your reports to:

Refine subject lines and preview text for higher opens.
Adjust layout for better click distribution.
Update list criteria to focus on engaged segments.
Plan new workflows or nurture sequences based on popular content.

Continuous testing and optimization will improve results over time.

Additional Resources for Hubspot Email Success

For the official product documentation on creating and sending marketing emails, review the detailed guide at this Hubspot knowledge base article.

If you need strategic or technical help implementing campaigns, segmentation, or automation, you can explore consulting and implementation services at Consultevo.

By following the steps above, you can confidently use Hubspot to plan, build, test, send, and analyze marketing emails that align with your broader digital strategy.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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