How you can create Marketing Emails in the drag and drop editor in HubSpot

With the help of HubSpot's drag and drop email editor, you can create simple and intuitive marketing emails. You can simply drag the elements of your email add your content. 

Create a new email with drag and drop feature

To create a new email with drag and drop feature in HubSpot
  • Go to Marketing > Email in your HubSpot account.
  • Click Create email.
  • Choose the Email type.
  • Go to the Drag and drop tab,
  • Choose what kind of template according to the email you want to create.
  • Click the Pencil icon on top of yhe screen and name your email.

EDIT

Edit Email Content, Design, and Layout

To edit email content in HubSpot
  • To add content:  click on any element from the content tab and drag it to the email editor.
  • To change email design: customize template design, text styles, button, and divider style from the design tab.
  • To change the layout: drag and drop the kind of layout you want for your email from layout element to email editor you want 

Edit Footer

Edit email footer in HubSpot

Click the footer in the email editor to edit

  • Click Manage to edit address information about the company.
    • Click Save to save the information.
    • Click New Set for another set of company information.
    • Click Make Default to select by default company address.
    • Click Delete this set to delete set of company information.
  • Click the dropdown Unsubscribe link type to select the unsubscribe link.
  • Customize the style of the text in the Font, Link font, and Align options.
  • Click the toggle Padding to switch on to define the size of the footer panel.

    Personalization of email

    Personalization of email in HubSpot
    • You can add personalization to the email text by pulling in values directly from the contact records of your email receivers.
      • In the editor bar, click the Insert personalization token icon contacts.
      • Click the dropdown Type to select from where the token will come from, Contact record or its associated Company record.
      • Click the dropdown Property to select which property value to pull into the email.
      • Enter a default value that can be used for any contact without a value for this property and click Save.
      • Click Insert to add the token to your text.

    Undo/Redo

    To Undo_Redo actions in an email in HubSpot
    • Undo: If you have made any mistakes while you're editing the email, you can undo any of your recent changes by clicking undo icon from the upper right corner.
    • Redo: If you want to restore a change you just undid click redo icon from the upper right corner.

      SETTING

      Email settings in HubSpot

      Click the Settings to customize the following settings:

      • From name: mail recipients will see this name when they receive the email.
        • Click the dropdown menu to select the sender name.
          • Either select a name manually or to automatically pull in the first and last name of the user assigned as the contact owner for each recipient, Select
        • Click Add from name to add a custom name.
        • Click Add Personalization token pull in a name stored as a property on the contact record.
      • From address: this is the email address the email is sent from.
        • Click the dropdown to select the email address of the sender.
          • Either select an email address manually or select the token to automatically pull in the email address of the sender for the recipient.
          • Enter a new email address.
        • Click Add email address to add a custom email address.
          • If you want email replies to go to the From address, keep the Use this as my reply-to address checkbox selected.
          • If you want email replies to go to a different address, deselect the Use this as my reply-to address checkbox and enter another email in the Reply-to address field.
          • Click Add personalization token to use personalization to pull in an email address stored as a property on the contact record.
      • Subject line: this is the subject line of the email that appears in an inbox.
        • Enter your email subject in the Subject line.
        • To add emojis to subject line, click the emoji icon.
        • Click Personalize to insert a personalization token.
        • Click Add smart rule to create multiple versions of it for different audiences based on either their list membership or their lifecycle stage.
      • Preview text:  preview text usually appears next to the email subject line in an inbox. Click Personalize to add personalization token to preview text.
      • Internal email name: the internal name of the email that appears in the email dashboard and is not visible to email recipients.
      • Subscription type: select the email subscription type. 
      • Campaign: select a campaign to associate with the email.
      • Language: select the language your email footer text and web version link text will appear in at the bottom of your email.

      Advanced settings 

      Web-version: click to toggle Web version to switch on to enable a web version of the email.

      A/B test email

      Run A_B test for an email in HubSpot
      • Click test Run a test in the left corner of the editor.
      • In the new box opened, enter a name for each version of the email.
      • Configure your testing options:
        • A/B distribution: to decide what percentage of contacts will receive Variation A and Variation B use the slider. You can also set the slider to send Variation A to 50% and Variation B to 50%. This will send one email variation to half of the contacts in the list, and the other email to the other half of the contacts. This will let you analyze the statistics of the two emails to see which variation is more successful.
        • Winning metric: if you are sending variations A and B to the smaller groups, then send the winning version to the remaining recipients, click the dropdown Winning metric to select the metric that determines how the winning variation will be chosen: Open rate, Click rate, or Click-through rate.
        • Test duration: use the slider to set a time period to gather data before deciding a winner and sending the winning variation. Your A/B test can run for up to 100 hours. If the results of the test are inconclusive after the test duration, Variation A will be sent to the remaining recipients.
      • Click Create test.

      Once you have created creating both versions of your A/B test email, you can switch between the two at any time, or also can update your test options.

      •  Click the email version name in the upper left of the content editor
      • Select the name of the other version that you want to edit from the dropdown.
      • Click Manage test if you need to change any of your A/B test options.

      ACTIONS

      Other actions on email in HubSpot

      Click dropdown Actions for various other actions for your email

      • Preview:
        • Device: click to preview how your email will render on a desktop or mobile on the Device tab.
        •  Clients:  On the Clients, tab select the checkbox(es) for any email client you want to test, then click Test my email now. At the bottom of your client's list, you can see the results of earlier client tests for this email.
      • Show history version: from history version, you can see what changes you made to your email and at what time. To restore the particular click on the version and then click Restore this version. That particular version will become your current version of the email.
      • Save email template: You can save the email template too. Click Save email template, enter the template name in the dialogue box and click Save.
      • Convert to automated email: To convert your email into an automated email to use in workflows, select Convert to automated email

      SEND TEST EMAIL

      Send a test email in HubSpot

      Test a mail before you send it to your recipients

      • Send test email in the upper right.
      • In the new window, click the dropdown Choose one or more recipients to select recipient(s) for your test email.
      • Click the dropdown  Receive email as specific contact menu to preview the email as it will appear to a specific contact. This is useful for testing personalization. (optional).
      • Click Send test email.

      SEND OR SCHEDULE 

      Send or Schedule an email in HubSpot

      From the Send or Schedule tab, you can select whom to send or not send the emails and can also schedule time.

      • Send to: select the list of the contacts you want to send the email to.
      • Don't send to: select the list of the contacts you don't want to send the email to.
      • Sending options: from the right side of the window, select Send now or Schedule for later.