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Creating Automated Emails and Workflows in HubSpot

This guide covers how to create an automated email and how to enroll it into a HubSpot Workflow.

Step 1: Create the Automated Email

You can create an automated email directly within the Email tool.

  1. Navigate to the Email Tool: In your HubSpot account, go to Marketing > Marketing Email.

  2. Create New Email: Click Create email in the top right.

  3. Select Email Type: In the dialog box, select Automated.Create Auotomated Email in HubSpot

  4. Choose a Template: Select a template or start an email from scratchSelect HubSpot Email Template

  5. Design Your Content:

    • Add your copy, images, and branding.HubSpot Email Add Copy and Images

    • Personalization Tokens: Use the "Personalize" button to add contact or company names.personalisation-tokens

       

  6. Edit inbox content and settings: Put in the "From" name, "From" address, and Subject Line, Preview Text etc.HubSpot email inbox content settings

  7. hubspot-email-settings

  8. Review and Publish: * Click Review and publish in the top right.

    • Resolve any errors flagged by HubSpot if there are anyWarnings on HubSpot EmailRequired fields before publishing an email in HubSpot

    • Click Publish. The email is now "Ready for Automation."

Step 2: Create the Workflow

Now that your email is published, you need to tell HubSpot when to send it.

Here is a detailed walkthrough of how to set up a worfklow:  Setting Up a Workflow in HubSpot.