TUTORIAL: How to set up your HubSpot Email application
Before you learn how to send an email using HubSpot, it's important to set up the email application first. This will make it easy for you to:
- Create emails that are branded correctly
- Adhere to CAN-SPAM guidelines to ensure deliverability
- Personalize each email for your recipients
1. Go to your content settings
Navigate to Content > Content Settings.
2. Update your Email Options
Email Options are broken down into seven categories
- CAN-SPAM Footer
- Email Styles
- Subscription Settings
- Email Types
- Additional Options
A. CAN-SPAM Footer
According to the U.S. CAN-SPAM Act, you must include your contact information inside every promotional email you send, including a physical mailing address or PO Box where you can receive snail mail (not a website address or email address). Fill in the CAN-SPAM Email Footer information to comply.
B. Email Styles
Next you will set the default style options for your emails. You can override any of these options by editing your email template or editing the content of your email, but it is helpful to have your defaults set to the general styling of your brand. When you are done, click the Save changes button.
C. Subscription Settings
Now you can configure the unsubscribe pages that recipients see when they click an email subscription management link in one of your emails. To learn how to customize these pages, read this guide.
HubSpot tracks a variety of performance metrics associated with your email sends. To ensure that these metrics are captured, HubSpot rewrites the links in your emails. These rewrites do not impact your recipients' experience and will not affect the functionality of the links. If you do not want your links rewritten for proper tracking, you can turn these options off.
There are currently three types of tracking that can be customized in HubSpot.
Click tracking is used to count the number of clicks each link in your email receives after you send it. You can turn off click tracking by unchecking this option; this will prevent HubSpot from rewriting your links. This can be turned off for a period of time and turned back on if desired. Emails sent while click tracking is turned off will not have any click tracking data associated with them, and this data cannot be recovered for emails sent during this time.
Source tracking is used to identify where traffic to your website page has come from. HubSpot will automatically add the following source tags to your email links to ensure proper traffic source attribution.
- utm_content=[email ID number]
- utm_campaign=[campaign name]
Using the default source tracking will ensure that HubSpot’s Sources report properly attributes where your traffic is coming from. There are three options for source tracking.
- Add source tracking tags to all URLs: HubSpot will always add default tracking tags and overwrite any existing tracking tags you may have included
- Add source tracking only if no existing tags in URL: HubSpot will add default tracking tags to URLs that do not include any existing UTM tags. If a URL has UTM tags, it will not be rewritten.
- Do not add source tracking tags: HubSpot will not add any source tracking tags.
If source tracking tags are not included or you choose to add your own tracking tags, the Sources report may not properly attribute the source of your traffic.
Turning identity tracking off will ensure HubSpot does not append this information to your links, but it will also mean we won’t be able to start tracking contacts’ activity on your site until they convert again. Their site activity will be included as an anonymous prospect.
E. Email Types
Next you'll configure your Email Types for the types of email you'll send with HubSpot. To learn more about configuring your Email Types, click here.
Hubspot's email tool makes it easy to personalize your emails. You can make the greeting of your email include the recipient's first name, ask them about the needs of their company (referencing the actual company name), and so on. But there may be some times when your leads don't include their first name or company name in the form they completed. In this case, you should define a default value if you don't want your sentences to be missing a word.
G. Additional Options
You have the option to disable the "Powered by HubSpot" section at the end of your emails. Contact our support team to disable this section.
3. Configure an email publishing domain (optional)
When you create each of your emails, you'll have the option to turn that email into a website page to ensure that users are able to see your email. By default, it will show at a URL like 12345.sites.hubspot.com. If you'd like this to appear at a subdomain at your own site (such as http://updates.yoursite.com), you can do so. Click here for complete instructions on how to set this up.
4. Start Creating Emails
Email Feature How-To's:
- Create and send an email
- Use the image module
- Use the social sharing module
- How to add a CTA to an email
- Manage email types
- Personalize your emails
- Personalize the "sent from" info
- Create email web page subdomain
Tutorials & Best Practices:
Customizing Email Templates: