A quick tour of the Email tool

Manage your emails

In the Manage tab on your email dashboard, you can:

1. Create a new email.
2. Navigate through sent, scheduled, drafted, and archived emails - or create new folders for custom email organization.
3. Filter by email types and/or campaigns.
4. Search for a specific email by name.
5. Export your email information.
6. View a table of all your most recently edited, created, and sent emails and a quick summary of their performance.
7. Edit columns for your table to show information like delivery rate, bounce rate, and spam reports.
8. Quick access to more tools, including exporting a list of unsubscribed and bounced contacts, importing an opt-out list, and managing whitelisting.

Analyze your emails

In the Analyze tab on your email dashboard, you can look at engagement with your emails over time to understand what strategies are working well for you, as well as the ones that aren't.

1. Create a new email.
2. Filter by email types, campaigns, and a specific date range.
3. Overview of engagement - click an email type to view different sets of engagement data.
4. Charts and graphs displaying engagement data.
5. View general performance or engagement over time.

Integration with other HubSpot tools

When creating a HubSpot email, you have the ability to easily integrate your other HubSpot content into your email. Any call-to-action you have in HubSpot can be inserted easily into your email, as well as any images or documents you've uploaded to your file manager. Along with the ability to use your content in an email, you are able to utilize your HubSpot contact database to send to targeted lists and personalize your content to a particular contact.

Templates and design

HubSpot provides you with a variety of default templates when you use the email tool. These templates can be customized to fit your design desires with an easy drag-and-drop interface. When creating a template, you can add new modules, remove ones you don't want, and move them where you want them to be. Additionally, HubSpot provides a Template Marketplace where you can buy custom templates for your email. Learn more about creating drag-and-drop templates and creating custom templates.

Mobile optimization

HubSpot allows you to test what your email will look like on multiple devices and web clients before you send it. HubSpot's email templates also have built-in responsiveness for mobile-friendliness.

List segmentation and personalization

HubSpot's email tool works in tandem with your HubSpot contact database. When creating an email, you have the ability to personalize an email with a personalization token. This token looks into the contact record of the person receiving the email and is able to pull that information from the contact record and place it into your email. Learn more about personalizing your content in HubSpot.

Analytics

The Analyze tab in your email dashboard displays information about how your email campaigns are performing. Click the different engagement options on the left to look through a variety of data on your email performance.