QUICK GUIDE: Creating a HubSpot Email

Learn how to quickly design, customize, and configure your email campaign in HubSpot. This guide gives a quick overview of every step from selecting a template and editing content to setting up recipient lists and scheduling your final send. Looking for a more in-depth tutorial? Check out our Resource Library and look for the DETAILED GUIDE.

NICA Support Team
31 steps
3 minutes

HubSpot

Getting started

This quick guide shows you how to design, customize, and configure a short league email campaign in HubSpot. From selecting a template and editing content to setting up recipient lists and scheduling your final send, this is a high-level overview of formatting a league email. Looking for a more in-depth tutorial? Check out our [Resource Library](https://scribehow.com/page/Hubspot_Marketing_Resource_Library__WMh2TyNAToy-5U_hb58Hbw) and look for the DETAILED GUIDE. Note that you'll need to be logged into HubSpot using your league's hub@ email address before you can proceed!

Navigate to your Marketing Email tab, either from your bookmarks or via the Marketing menu:

Click "Create email"

Select 'Regular' as the email type

Select one of your league templates: in this case, we're building a single-topic email.

Subject & inbox settings

Start by adding a subject line, preview text, and configure your sender. Click anywhere in the **"Send to"** box to get started:

Complete all fields:

**PRO-TIP:** Keep your "From name" and "From address" consistent -- it helps with email deliverability!

Choose your audience

Next, you'll select your audience. Click anywhere in the **"Send to"** box:

Select the appropriate email **subscription type.** Remember that *most* emails will be "League News & Updates" - but if you're sending a standalone email that contains emergency info (i.e. an announcement about a race cancellation, weather event, etc.) you should choose "Notifications & Alerts"

Next, choose your audience segment:

For now, we recommend turning the "unengaged contacts" setting off, as most leagues are just getting started with sending emails via HubSpot - most of your contacts are considered "unengaged" at this time, but it is because it is a new-to-us platform, not because they are truly unengaged.

Click "Html title"

Click the "Page title" field.

Content design & formatting

**Start at the top and work your way down:** Click the header module in the editor:

Select your league from the list and choose which logo you would like to use in your header:

Next, continue to move down the template and edit content as you go. Replace the header image with an image of your choice:

Remember to update the image URL!

Keep scrolling...update any email heading text:

...and any subheader text:

Highlight the placeholder text and replace it with your copy:

And finally, update the call-to-action button text and change the URL:

Configure final email settings

After formatting, configure your email settings. **Click on the gear icon on the left side of your screen to enter the email setup menu.**

Add your email to your **league marketing campaign.** This allows you to track email efficacy over time:

Under the **Categorize** menu, select your email type in the **League Emails** dropdown. ***Leave all other sections (International, National Email Types) blank.***

If desired, set an unpublish date from the calendar. In this case, the advertised events will be passed after June 30, so we'll unpublish the web version of email on that date. Set up a URL redirect in its place.

Preview & test

Click 'Preview and test' to open the testing menu

Send yourself a test email, or preview your email another way. Be sure to check all links, including images! **Use our email builders checklist located in the Resource Library to ensure you've completed all necessary steps.**

Send your email

You can either send your email right away, or schedule it for later.

To schedule an email, **click the clock icon on the left side of your screen, then configure your email timing:**

To send right away, click **'Review and send' to finalize the email:**

**Double check** all of your email settings one last time!

Hit send to launch your email! 🚀 **Nice work!**