How to create a DIY email in HubSpot

How to create DIY email  

Creating an email in HubSpot involves several steps to ensure that your email is professional, engaging, and effective. Here is a step-by-step guide to help you create an email in HubSpot: 

1. Log in to HubSpot: 

• Open your web browser and go to the HubSpot login page. 

• Enter your credentials (username and password) and click the Log In button. 

2. Navigate to the Email Section: 

• Once logged in, navigate to the main dashboard. 

• From the main navigation bar at the top, hover over Marketing. 

• Click on Email from the drop-down menu. 

3. Start a New Email: 

• On the email dashboard, click Create email. 

 

4. Choose an Email Type: 

• You’ll be prompted to choose between different types of emails, such as Regular, Automated, Blog/RSS, etc. 

• Select Regular for sending out email to your customers.  
   

5. Select a Template: 

• Browse a list of Mortgage Choice approved templates – under Saved templates.  

• Choose a template that suits your needs by clicking on it. 

• Click the Use this template button to proceed. 

 

6. Edit the Email Content: 

Edit the email name:  

• At the top of the email editor, you’ll see a field for email name. Enter an email name, this is for your reference only. (You can edit email subject line at a later step) 
   

Edit the Email Body: 

• Click on any element to edit its content. For text, you can type directly into the text box. 

• Use the drag-and-drop editor to customise the email's content. You can add text blocks, images, buttons, dividers, and more. 

Change Banner Images: 

• Click on the banner image > then click Replace to upload or choose from your file manager. 

• More instructions on how to update images within the email read here: https://help.mortgagechoice.com.au/hc/en-us/articles/15736044311705-Upload-images-into-HubSpot-for-DIY-marketing-emails 

7. Configure Settings: 

• Click on the Settings tab at the top of the page. 

 

• Create a subject line for your email. (A list of subject lines have been created under Marketing Box: https://sites.google.com/mortgagechoice.com.au/marketing-box/hubspot-diy-broker-email-assets) 

• Add Preview text (text that appears after the subject line in inboxes). 

• Choose the appropriate subscription type - Select the Broker invitations and updates option in the "Subscription type" drop down, 

• Choose Broker Bulk Email from the drop-down menu – under Add Marketing Campaign.  

• Under Office Location – Choose Group head office as your contact details will auto populate for contacts under your allocation.   

• Choose web version and shareable version – so that your client can view your email online.  

8. Preview: 

• Click on the Preview button at the top right corner. 

 

• Click Inbox preview to check for errors. 

• Send a test email to yourself or a colleague to ensure everything looks good and functions properly. 

• Click on the Send test email button and enter the test recipients. 

9. Send or Schedule Your Email: 

• Once you are satisfied with the preview and tests, click the Send or schedule. 

 

• You’ll get options to Send now or Schedule for later. 

• Send now: Sends the email immediately. 

• Schedule for later: Allows you to pick a date and time to send the email. 

• Choose your contact list - We have a created a list for you under your Franchise code name. If you need help creating a targeted list – here’s more information: https://help.mortgagechoice.com.au/hc/en-us/articles/11342934110745-Request-a-list-for-DIY-Marketing-Emails-in-HubSpot 

• Confirm by clicking S end or Schedule. 

• DO NOT select contacts with low engagement. It is recommended when setting up who to send your email to DO NOT to tick the box "do not send to contacts with low engagement". This will remove contacts in your franchise defined as unengaged from the email send. See more about unengaged contacts: https://help.mortgagechoice.com.au/hc/en-us/articles/15861598252697-Unengaged-contacts 
   

10. Post-Send Follow-Up: 

After the email is sent, you can monitor its performance from the Email dashboard: <Insert a name here> 

• Track open rates, click rates, and other important metrics to assess the email campaign's success. 

• Use this data to improve future email campaigns.