How-To Guide

How to Create Email Campaigns in HubSpot

Build and send email campaigns in HubSpot. Step-by-step guide to creating, personalizing, testing, and analyzing marketing emails.

How to Create Email Campaigns in HubSpot

1

Create a new email

Go to Marketing → Email and click 'Create email'. Choose Regular (one-time send), Automated (triggered by workflow), or Blog/RSS (sent when new content publishes).

2

Design your email

Use the drag-and-drop editor to build your email. Add text, images, buttons, and layout modules. Choose from pre-built templates or start from scratch.

3

Add personalization

Insert personalization tokens: {{contact.firstname}}, {{company.name}}, or any CRM property. Set default values for contacts missing data. Use smart modules to show different content to different segments.

4

Send or schedule

Choose recipients (a list, segment, or individual contacts). Preview on desktop and mobile. Set up A/B testing if desired. Schedule for a specific time or use HubSpot's AI-optimized send time.

Pro tips

  • *

    Always send a test email to yourself before sending to your list

  • *

    Use HubSpot's email health tools to monitor deliverability and avoid spam filters

  • *

    Archive old email templates regularly — cluttered template libraries slow teams down

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