To start a delivery time optimized mailing immediately, you'll want to create a new workflow from scratch and you'll want to select the "Blank workflow" option on the next screen. You can use contact based, deal based and company based workflow options.

For email deliveries that you want to start immediately DO NOT use a "Contact enrollment trigger". Leave this blank as you will manually enroll your lists into the workflow. If you use a starting criteria such as "Member of a list" and that list is active, people that meet that starting criteria AFTER you want to send your mailing will be enrolled in this workflow. For example, if this is a newsletter mailing, you don't want new contacts to get that newsletter sent to them 3 weeks after the newsletter was originally sent.

Underneath the "Contact enrollment trigger" step you'll add an "Email delivery time optimization" action step and select the "Delivery window" which is the time period that you are providing to Seventh Sense for the delivery of your mailing.

Click "[Beta] Email delivery time optimization"

Delivery windows can be as short as one hour to seven days and anything inbetween. In most cases, we recommend using at least a one day (24 hour) delivery window.

You'll then add a "Send email" action step and select the email you want delivered.

"Review and publish" your workflow so that you can manually enroll contacts from a list, custom filter criteria or on an individual basis.  Upon manual enrollment contacts will start hitting the delivery time optimization step and subsequently will be delivered their email at the optimal time.

Once a mailing has completed, you can delete the workflow entirely. All of your performance data and reporting will still reside in the email section of HubSpot. The workflow is simply used as the delivery mechanism when using HubSpot.

HubSpot is a CRM platform. Learn how to effectively use HubSpot to manage your customers and other tips and tricks such as how to merge contacts or how to connect your Gmail account.