--- title: How to set up a full-fledged Email Marketing Automation from Scratch? description: Don’t know how to set up a full-fledged Email Marketing Automation? Read this blog on how webdew did it from scratch for one of our clients. image: https://www.webdew.com/hubfs/webdew-favicon-icon.png --- [![Webdew](https://www.webdew.com/hubfs/raw_assets/public/webdew_2026/images/webdew_logo.svg "Webdew")](https://www.webdew.com/) - For HubSpot HubSpot Services [HubSpot Onboarding](https://www.webdew.com/services/hubspot/onboarding) [HubSpot Website](https://www.webdew.com/services/hubspot/website) [HubSpot Management](https://www.webdew.com/services/hubspot/management) [HubSpot Consulting](https://www.webdew.com/services/hubspot/consulting) [HubSpot Development](https://www.webdew.com/services/hubspot/development) [HubSpot Migration](https://www.webdew.com/services/hubspot/migration) [HubSpot Marketplace](https://www.webdew.com/marketplace) [HubSpot Integration](https://www.webdew.com/services/hubspot/integration) [AEO](https://www.webdew.com/aeo) ![HubSpot Audit](https://www.webdew.com/hubfs/webdew_2026/images/hubspot_agency.svg) HubSpot Audit [Get Your Free Audit Today](https://www.webdew.com/services/hubspot/audit) HubSpot Platform [![Marketing Hub](https://www.webdew.com/hubfs/webdew_2026/images/marketing_hub.svg) Marketing Hub](https://www.webdew.com/services/hubspot/marketing-hub) [![Sales Hub](https://www.webdew.com/hubfs/webdew_2026/images/sales_hub.svg) Sales Hub](https://www.webdew.com/services/hubspot/sales-hub) [![Service Hub](https://www.webdew.com/hubfs/webdew_2026/images/service_hub.svg) Service Hub](https://www.webdew.com/services/hubspot/service-hub) [![Content Hub](https://www.webdew.com/hubfs/webdew_2026/images/content_hub.svg) Content Hub](https://www.webdew.com/services/hubspot/content-hub) [![Revenue Hub](https://www.webdew.com/hubfs/webdew_2026/images/commerce_hub.svg) Revenue Hub](https://www.webdew.com/services/hubspot/revenue-hub) [![HubSpot Breeze](https://www.webdew.com/hubfs/webdew_2026/images/hubspot_breeze.svg) HubSpot Breeze](https://www.webdew.com/services/hubspot/breeze) - For SaaS webdew SaaS Services [Website Design](https://www.webdew.com/services/website/design) [Explainer Video](https://www.webdew.com/services/videos/explainer) [Social Media Marketing](https://www.webdew.com/services/marketing/social-media-marketing) [Website Development](https://www.webdew.com/services/website/development) [Demo Video](https://www.webdew.com/services/videos/demo) [Lead Generation](https://www.webdew.com/services/marketing/lead-generation) [Website Migration](https://www.webdew.com/services/website/migration) [Testimonial Video](https://www.webdew.com/services/videos/testimonial) [Google Ads](https://www.webdew.com/services/marketing/google-ads) [Branding](https://www.webdew.com/services/branding) [SEO & Link Building](https://www.webdew.com/services/marketing/seo) [Meta Ads](https://www.webdew.com/services/marketing/meta-ads) [Video Ads](https://www.webdew.com/services/videos/ads) [Content Marketing](https://www.webdew.com/services/marketing/content-marketing) [YouTube Ads](https://www.webdew.com/services/marketing/youtube-ads) ![HubSpot Audit](https://www.webdew.com/hubfs/webdew_2026/images/blue_hubspot_agency.svg) HubSpot Audit [Get Your Free Audit Today](https://www.webdew.com/services/hubspot/audit) - Our Work - [Video Portfolio](https://www.webdew.com/work/videos) - [Marketing Portfolio](https://www.webdew.com/work/marketing) - [HubSpot Portfolio](https://www.webdew.com/services/work/hubspot) - [Website Portfolio](https://www.webdew.com/work/website) - Let’s Learn - [E-Books](https://www.webdew.com/resources) - [Blogs](https://www.webdew.com/blog) - [Case Studies](https://www.webdew.com/case-studies) - About Us - [Company](https://www.webdew.com/about) - [Careers](http://careers.webdew.com) - [Contact Us](https://www.webdew.com/contact) [+1 (888) 644-4432](tel:+118886444432) Get a Quote ![Marketing](https://www.webdew.com/hubfs/like-shapes.svg) We typically respond the same day ## Accelerate Your Marketing Without Growing Headcount ![Danish Wadhwa](https://www.webdew.com/hubfs/webdew_2026/images/Ellipse%20471.webp) ### Danish Wadhwa ![check](https://www.webdew.com/hubfs/ph_seal-check-fill.svg) You can expect to hear from me or a member of our senior strategy team soon. **CEO, webdew** [+1 (888) 644-4432](tel:+118886444432) Get a Quote ![Marketing](https://www.webdew.com/hubfs/like-shapes.svg) We typically respond the same day ## Accelerate Your Marketing Without Growing Headcount ![Danish Wadhwa](https://www.webdew.com/hubfs/webdew_2026/images/Ellipse%20471.webp) ### Danish Wadhwa ![check](https://www.webdew.com/hubfs/ph_seal-check-fill.svg) You can expect to hear from me or a member of our senior strategy team soon. **CEO, webdew** Toggle Menu hubspot # How to set up a full-fledged Email Marketing Automation from Scratch? Written by: Nancy Rana Date Nov 08, 2022 3 min Read ![How to set up a full-fledged Email Marketing Automation from Scratch?](https://www.webdew.com/hubfs/Imported_Blog_Media/How-to-set-up-a-full-fledged-Email-Marketing-Automation-from-Scratch.svg) ##### Table of contents [Add as a preferred source on Google](https://www.google.com/preferences/source?q=https://www.webdew.com/) Travelling can be said to be a dream, a hobby, an adventure, etc., for many. Most people use the internet to collect data and plan their travel. This planning phase of surfing through websites includes searching for travel packages, comparing prices of hotels, destination options, etc.  From a business point of view, people who search for them are resources and potential clients, and they are a gold mine for marketing teams in the travel industry. [Lead generation](https://www.webdew.com/blog/email-for-marketing) happens when they are reached out to through ads, emails, newsletters, etc. Sawadee is one branch of Travelopia, one of the leading experiential travel companies. They were also looking to lay out a complete process of email marketing automation from scratch. This will include having a preference page and a subscription page. This was the case with Sawadee as well. They were looking to set up a complete process of marketing emails from the very scratch, which included a Preference page, Subscription types, and emails as well.  As Travelopia had previous experience with webdew, there was smooth communication of the requirements, and they were confident in webdew’s work as a HubSpot Diamond Partner. Let us look into how webdew’s HubSpot team went about the process of setting up email marketing automation from scratch.  ## How to set up a full-fledged Email Marketing Automation? Let’s start setting up HubSpot [email marketing](https://www.mailmodo.com/guides/email-marketing/) automation! ### Setting up Preference and Subscription Page To establish [email marketing](https://www.webdew.com/blog/email-marketing) automation, they needed to set up two main pages: the preference page and the subscription page. The design of the Preference page was quite unique, and it was where they wanted to further capture additional information from page visitors. This was apart from collecting data just on the platform to update one’s preferences and unsubscribes.  We suggested using the default subscription and preference pages that are provided by HubSpot. These default pages could be customized to suit Sawadee’s requirements.  As per their requirement, we first changed the design to align and in accordance with Sawadee’s existing website. This was done prior so that it resembles and creates uniformity with their branding.  We changed the page’s UI to make it more attractive and presentable. Then to capture additional information that they required, we added the forms that were being used on the preference page. Furthermore, to make it more eye-catching, we added some additional images to the page. ### Email Creation The templates created by the client were quite complex and lengthy. Due to this, they were not able to design or customize the emails properly with the drag-and-drop modules. Nevertheless, they needed some modules that could be customized. Webdew’s HubSpot developers created multiple custom modules that were used as one complete layout. This included an image section, text section, and multiple buttons as well. Those buttons were not basic but were of different shapes and colors.  A single custom module that contains two sections, left and right, and then on both sections, there is a provision to add images, text body, and buttons. These were added and customized according to the client’s requirements regarding colors and sizes. After this addition, it looked like the image shown below: We created two separate custom modules that included images and buttons. The width of these images and buttons was set in specific ratios. One module is in the reverse ratio of the other. While creating and testing emails, it was noticed that outlook doesn’t follow the rendering styles of other editors. Outlook software has a different way of rendering style and has its own editor.  If we focus on the outlook rendering style, then there will be issues on the other platforms. HubSpot has previously observed these issues, and our team was able to resolve the issue, making it possible to integrate the rendering styles of various platforms.  ## Wrapping Up With the right assistance, Sawadee was able to set up and use [**HubSpot email**](https://www.webdew.com/blog/hubspot-email-drip-campaign) marketing automation that includes a preference page, subscription page, and marketing emails. This was efficiently done with the help of webdew’s HubSpot team with skilled professionals.  Being [HubSpot Diamond Partners](https://www.webdew.com/blog/webdew-hubspot-diamond-partner-agency), webdew has a team of HubSpot certified professionals who can help you with all you need to grow your business. To read more blogs like this, visit [www.webdew.com](https://www.webdew.com/).  If you are still looking for answers on marketing automation, CRM usage, or how to make the most of your HubSpot system, get a free consultation with our HubSpot professionals. [Contact us](http://webdew.com/contact) to know more!                                                                                                                            Editor: Amrutha ## Frequently Asked Questions ###### How do I automate emails in HubSpot? To automate emails in HubSpot, follow these steps: First, log in to your HubSpot account. Then, go to the Marketing section and click on Email. In the top right, you’ll find the option to Create an email. Choose the Regular option in the dialog box. Once in the email editor, click on the Automation tab. Now, select the type of workflow you want to create under the “Choose what happens after your email is sent.” This allows you to set up email automation, streamlining your communication and engagement with your contacts. ###### Is HubSpot good for email marketing? HubSpot is a valuable tool for email marketing, offering several advantages. It functions as an all-in-one CRM platform, simplifying the management of customer relationships. Its user-friendly interface makes it accessible for users of all levels, while customizable email templates enable businesses to create engaging email campaigns with ease. HubSpot’s email marketing features can help businesses enhance their email marketing efforts, making it a favorable choice for those looking to boost their marketing game. ###### How do you automate email marketing? Automating email marketing involves using specialized software  to streamline the process. Begin by setting up the tool, then compile and segment the email list for targeted messaging. Establish triggers for your automation, such as subscriber sign-ups or specific customer actions. Craft email campaigns with content and designs that resonate with your audience. Once the setup is complete, activate the automation, allowing the software to send emails automatically based on the triggers and schedule you’ve defined. This approach saves time, ensures consistency, and boosts engagement, making your marketing efforts more efficient. ###### Can I send emails directly from HubSpot? In HubSpot, you have the capability to send emails directly to individual contacts. You can do this either from the contact’s specific record or from linked records such as companies, deals, tickets, or custom objects. This streamlined approach makes it easy to communicate with your contacts, whether you’re reaching out to them individually or within the context of a broader business relationship, such as a deal or support ticket. HubSpot offers the flexibility to manage your email communications efficiently, enhancing your ability to engage with your contacts. ## Dive Into our Client Testimonials Listen to business owners like you share how we’ve helped them grow. Your story could be next! ![Logo 01](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20443.svg) ![Logo 02](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20444.svg) ![Logo 03](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20445.svg) ![Logo 04](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20446.svg) ![Logo 05](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20447.svg) ![Logo 06](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20448%20(1).svg) ![Conrad T. Walz](https://www.webdew.com/hs-fs/hubfs/webdew_2026/images/slider22.webp?length=600&name=slider22.webp) Play Video “Recently we reached out to Webdew for a website inside of HubSpot and they also did some mocking automation for us.” Conrad T. 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They were very quick.” Nishtha Maheswari CEO, Pinkpowerco ![Sameer Jhaveri](https://www.webdew.com/hs-fs/hubfs/webdew_2026/images/webdew-Review-XcellHost-1.webp?length=600&name=webdew-Review-XcellHost-1.webp) Play Video “webdew has helped us optimize the sales and marketing processes, and this is automating a lot of processes.” Sameer Jhaveri Managing Director, XcellHost Cloud Services ![Kiara](https://www.webdew.com/hs-fs/hubfs/webdew_2026/images/SliderYTreview.webp?length=600&name=SliderYTreview.webp) Play Video “Hi everyone my name is Kara and I work as a channel consultant at HubSpot Singapore. I’ve been working closely with webdew agency” Kiara General Consultant, HubSpot Singapore ![Christian Amurao](https://www.webdew.com/hs-fs/hubfs/webdew_2026/images/HSslider1.webp?length=600&name=HSslider1.webp) Play Video “Hi my name is Christian from OpenDoors Mortgage team and I’m in the mortgage business and just trying to work on new projects and kind of incorporating HubSpot for my operations” Christian Amurao Founder, OpenDoors Mortgage ![Sreekandh](https://www.webdew.com/hs-fs/hubfs/webdew_2026/images/slider21.webp?length=600&name=slider21.webp) Play Video “I’m one of the technology directors for Travelopia. We are the largest experiential travel company in the world. We’ve engaged webdew recently, not recently, it’s been about a couple of quarters now.” Sreekandh Technology Director, Travelopia “We worked with Chehak over the past several months to create a series of animated videos for an academic planner that we produce. And from the very beginning, she was absolutely professional and a pleasure to work with.” ![Veronica Bishop](https://www.webdew.com/hubfs/Hilp_2026/Images/Ellipse%201932.svg) Veronica Bishop Content Writer, Bishop Content Studio ![Logo Image](https://www.webdew.com/hubfs/Hilp_2026/Images/Rectangle%2034625660.svg) ## 6x We helped clients multiply their website conversion rates through strategic design and UX optimization. ## 20% Our marketing campaigns led to a 20% uplift in customer engagement across digital channels. ## 2K+ Delivered over 2,000 qualified leads through targeted funnels and smart automation. ## 120+ Our video content has earned 120,000+ views, driving brand awareness and audience retention. “I recently had the pleasure of working with Chehak on a video demo project, and I was thoroughly impressed with her services.” ![Matt Kay](https://www.webdew.com/hubfs/Hilp_2026/Images/Ellipse%201932%20(1).svg) Matt Kay Co-founder, Talem AI ![Logo](https://www.webdew.com/hubfs/Hilp_2026/Images/image%20451.svg) ## Additional Resources Access expert tips, trends, and strategies designed for small businesses. Stay ahead of the curve and make informed decisions with our comprehensive resources! ##### [![How to Improve HubSpot Website Accessibility: WCAG Compliance for B2B Sites](https://www.webdew.com/hubfs/These-are-the-Top-7-Steps-of-Web-Designing-Process-Apr-08-2026-05-36-22-2702-PM.svg) How to Improve HubSpot Website Accessibility: WCAG Compliance for B2B Sites ![Danish](https://www.webdew.com/hubfs/webdew_2026/images/danish-wadhwa-1.webp) Danish Aug 27, 2026](https://www.webdew.com/blog/hubspot-website-accessibility-wcag-compliance) ##### [![How to run a HubSpot website CRO audit: a step-by-step process for B2B teams](https://www.webdew.com/hubfs/Choose%20from%20the%20best%20HubSpot%20Website%20Design%20Agencies%20in%20the%20Market%202.webp) How to run a HubSpot website CRO audit: a step-by-step process for B2B teams ![Danish](https://www.webdew.com/hubfs/webdew_2026/images/danish-wadhwa-1.webp) Danish Aug 21, 2026](https://www.webdew.com/blog/hubspot-cro-audit) ##### [![HubSpot website analytics your team should track every month](https://www.webdew.com/hubfs/Imported_Blog_Media/How-to-manage-Data-Reporting-with-HubSpot-Reports-and-Dashboards-tool.svg) HubSpot website analytics your team should track every month ![Danish](https://www.webdew.com/hubfs/webdew_2026/images/danish-wadhwa-1.webp) Danish Aug 19, 2026](https://www.webdew.com/blog/hubspot-website-analytics-your-team-should-track-every-month) ##### [![HubSpot Onboarding for Mid Market SaaS in 2026: Building a B2B SaaS CRM That Fits Complex Funnels](https://www.webdew.com/hubfs/Imported_Blog_Media/HubSpot-Onboarding-Options-Direct-vs-Onboarding-with-a-Partner-Agency.svg) HubSpot Onboarding for Mid Market SaaS in 2026: Building a B2B SaaS CRM That Fits Complex Funnels ![Danish](https://www.webdew.com/hubfs/webdew_2026/images/danish-wadhwa-1.webp) Danish Aug 11, 2026](https://www.webdew.com/blog/hubspot-onboarding-mid-market-saas) [![Logo](https://www.webdew.com/hubfs/raw_assets/public/webdew_2026/images/webdew-Logo.svg "Logo")](https://www.webdew.com/) [![Linkedin](https://www.webdew.com/hubfs/webdew_2026/images/linkedin.svg)](https://www.linkedin.com/company/webdewltd) [![Instagram](https://www.webdew.com/hubfs/webdew_2026/images/instagram.png)](https://www.instagram.com/webdewcom) [![Youtube](https://www.webdew.com/hubfs/webdew_2026/images/youtube.png)](https://www.youtube.com/channel/UCj87BqEOOZOQNZW0vXS14GA) Unlock your business potential with our HubSpot development services. - Hubspot Services - [HubSpot Onboarding](https://www.webdew.com/services/hubspot/onboarding) - [HubSpot Management](https://www.webdew.com/services/hubspot/management) - [HubSpot Migration](https://www.webdew.com/services/hubspot/migration) - [HubSpot Integrations](https://www.webdew.com/services/hubspot/integration) - [HubSpot Development](https://www.webdew.com/services/hubspot/development) - [HubSpot Website](https://www.webdew.com/services/hubspot/website) - [HubSpot Consulting](https://www.webdew.com/services/hubspot/consulting) - [HubSpot Marketplace](https://www.webdew.com/marketplace) - [HubSpot Audit](https://www.webdew.com/services/hubspot/audit) - SaaS Services - [Website Design](https://www.webdew.com/services/website/design) - [Website Development](https://www.webdew.com/services/website/development) - [Website Migration](https://www.webdew.com/services/website/migration) - [Branding](https://www.webdew.com/services/branding) - [Video Ads](https://www.webdew.com/services/videos/ads) - [Explainer Video](https://www.webdew.com/services/videos/explainer) - [Demo Video](https://www.webdew.com/services/videos/demo) - [Testimonial Video](https://www.webdew.com/services/videos/testimonial) - [SEO & Link Building](https://www.webdew.com/services/marketing/seo) - - [Content Marketing](https://www.webdew.com/services/marketing/content-marketing) - [Social Media Marketing](https://www.webdew.com/services/marketing/social-media-marketing) - [Lead Generation](https://www.webdew.com/services/marketing/lead-generation) - [Google Ads](https://www.webdew.com/services/marketing/google-ads) - [Meta Ads](https://www.webdew.com/services/marketing/meta-ads) - [YouTube Ads](https://www.webdew.com/services/marketing/youtube-ads) - Quick Links - [Company](https://www.webdew.com/about) - [Careers](http://careers.webdew.com) - [Contact Us](https://www.webdew.com/contact) - [E-Book](https://www.webdew.com/resources) - Knowledge Base - [Case Studies](https://www.webdew.com/case-studies) - [Blogs](https://www.webdew.com/blog) © Copyright 2026 Webdew. All rights reserved - Privacy Policy - Terms & Conditions ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "Canada", "addressLocality" : "Surrey", "addressRegion" : "BC", "postalCode" : "V3Z0Z", "streetAddress" : "15300 Croydon Dr. Suite 300" }, "areaServed" : { "@type" : "GeoCircle", "geoMidpoint" : { "@type" : "GeoCoordinates", "latitude" : "+30.707258", "longitude" : "+76.684739" }, "geoRadius" : "150 km" }, "description" : "Webdew is The Full Service Digital Marketing Agency with 50+ agency members Specialised in HubSpot, SEO, Explainer Videos, Website Designing & Development.", "email" : "hello@webdew.com", "logo" : "https://3074142.fs1.hubspotusercontent-na1.net/hubfs/3074142/webdew%20Logo%20-%20Start%2c%20Build%20&%20Grow.svg", "mainEntityOfPage" : { "@id" : "https://www.webdew.com/blog/how-to-set-up-a-full-fledged-email-marketing-automation", "@type" : "WebPage", "description" : "Don’t know how to set up a full-fledged Email Marketing Automation? 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Once in the email editor, click on the Automation tab. Now, select the type of workflow you want to create under the “Choose what happens after your email is sent.” This allows you to set up email automation, streamlining your communication and engagement with your contacts." }, "name" : "How do I automate emails in HubSpot?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "HubSpot is a valuable tool for email marketing, offering several advantages. It functions as an all-in-one CRM platform, simplifying the management of customer relationships. Its user-friendly interface makes it accessible for users of all levels, while customizable email templates enable businesses to create engaging email campaigns with ease. HubSpot’s email marketing features can help businesses enhance their email marketing efforts, making it a favorable choice for those looking to boost their marketing game." }, "name" : "Is HubSpot good for email marketing?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Automating email marketing involves using specialized software to streamline the process. Begin by setting up the tool, then compile and segment the email list for targeted messaging. Establish triggers for your automation, such as subscriber sign-ups or specific customer actions. Craft email campaigns with content and designs that resonate with your audience. Once the setup is complete, activate the automation, allowing the software to send emails automatically based on the triggers and schedule you’ve defined. This approach saves time, ensures consistency, and boosts engagement, making your marketing efforts more efficient." }, "name" : "How do you automate email marketing?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "In HubSpot, you have the capability to send emails directly to individual contacts. You can do this either from the contact’s specific record or from linked records such as companies, deals, tickets, or custom objects. This streamlined approach makes it easy to communicate with your contacts, whether you’re reaching out to them individually or within the context of a broader business relationship, such as a deal or support ticket. HubSpot offers the flexibility to manage your email communications efficiently, enhancing your ability to engage with your contacts." }, "name" : "Can I send emails directly from HubSpot?" } ] } ```