TUTORIAL (Enterprise): How to create emails for advanced marketing automation (automated emails) in HubSpot
As an Enterprise customer, you have access to HubSpot's advanced marketing automation features. You can think of it as an advanced Lead Nurturing tool. Instead of just sending a series of emails to leads based on a form they complete on your site, you'll be able to send emails based on:
• Form completion
• Pages visited on your site
• Buttons/links clicked on your site
• Videos viewed on your site
• And more!
This will allow you to create workflows that dynamically guide users through your buying cycle using hyper-targetted messages based on their actions. Before you get started creating your marketing automation rules and triggers, you need to create the emails that you want to send using the Automated Email tool.
Scroll down and select Manage Emails for Advanced Marketing Automation from the sidebar on the right.
Before you compose your email, fill out the fields above the Custom Content Area. Remember to create an enticing subject line that includes the benefit the lead would get by opening/reading your email.
Then you can compose your email in the Custom Content Area.
You'll be composing your email as an HTML email, but you also need to be sure that your email looks good as a Plain Text version. Different contacts will have different email preferences and settings, so it's important to optimize both email formats. Note that each of your contacts will only receive ONE email; HTML OR plain text, whichever is compatible with their settings.
To optimize the plain text version, click Plain Text Version at the top of the custom content area:
Then click the Copy from HTML Version button:
The tool will then pull in the HTML version and format it as closely to the HTML version as possible. Sometimes it will be necessary for you to edit the plain text version to add line breaks or spacing, as you see fit. Additionally, the hyperlinks will appear as URLs within parenthesis. When a lead receives this email, they will be able to click right on the URL to get to your landing page. When you've finished reviewing, click Preview at the botton of the screen.
Then in the layover that appears, enter your email address and any other email address you'd like to send the test to. Separate these email addresses by commas. Then click Send.
You will then receive two emails. One will be the HTML version of the email. The other will be the Plain Text version of the email. Remember: your leads will only receive ONE email. The one they receive will be dependent on their email preferences and settings. You're receiving two emails just so you can see what each version looks like. Once you receive your email and are happy with the results, scroll to the bottom of the Preview page and click Save.
Create as many new emails as you need for your email marketing strategy, and then click here to learn how to use these emails when you set up your advanced marketing automation rules. To learn how to personalize your emails, read this article.
• Form completion
• Pages visited on your site
• Buttons/links clicked on your site
• Videos viewed on your site
• And more!
This will allow you to create workflows that dynamically guide users through your buying cycle using hyper-targetted messages based on their actions. Before you get started creating your marketing automation rules and triggers, you need to create the emails that you want to send using the Automated Email tool.
1. Go to Automated Email tool
Start at your Automated Email tool.Scroll down and select Manage Emails for Advanced Marketing Automation from the sidebar on the right.
2. Create new email
Click the Create New Email button at the top of the screen,Before you compose your email, fill out the fields above the Custom Content Area. Remember to create an enticing subject line that includes the benefit the lead would get by opening/reading your email.
Then you can compose your email in the Custom Content Area.
3. Create a plain text version of your email
You'll be composing your email as an HTML email, but you also need to be sure that your email looks good as a Plain Text version. Different contacts will have different email preferences and settings, so it's important to optimize both email formats. Note that each of your contacts will only receive ONE email; HTML OR plain text, whichever is compatible with their settings.To optimize the plain text version, click Plain Text Version at the top of the custom content area:
Then click the Copy from HTML Version button:
The tool will then pull in the HTML version and format it as closely to the HTML version as possible. Sometimes it will be necessary for you to edit the plain text version to add line breaks or spacing, as you see fit. Additionally, the hyperlinks will appear as URLs within parenthesis. When a lead receives this email, they will be able to click right on the URL to get to your landing page. When you've finished reviewing, click Preview at the botton of the screen.
4. Preview and test your email
On the next page, you can preview what your email looks like. To send a test email to your email address, click Send Test Email.Then in the layover that appears, enter your email address and any other email address you'd like to send the test to. Separate these email addresses by commas. Then click Send.
You will then receive two emails. One will be the HTML version of the email. The other will be the Plain Text version of the email. Remember: your leads will only receive ONE email. The one they receive will be dependent on their email preferences and settings. You're receiving two emails just so you can see what each version looks like. Once you receive your email and are happy with the results, scroll to the bottom of the Preview page and click Save.
5. Your new email is available to use!
Then you'll be able to see your new email in your Automated Emails dashboard. You can edit this email at any time by clicking the pencil icon on the right. This email will now be selectable when you create your Advanced Marketing Automation rules.Create as many new emails as you need for your email marketing strategy, and then click here to learn how to use these emails when you set up your advanced marketing automation rules. To learn how to personalize your emails, read this article.
