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💻 Watch Our Video on Emails

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📄Step📄 Step-by-Step Instructions for Creating and Managing Emails

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title1. Access Email Templates
  • In your HubSpot account, navigate to Marketing > Marketing Email.

  • In the top right, click Create email.

  • In the dialog box, select an email type.

  • Click the Drag and drop tab.

  • Existing templates will be listed under the Saved templates section.

  • Click Manage saved templates in the top right panel.

  • Click the View dropdown menu or Sort by dropdown menu to filter the list of templates.

  • To preview, manage, or create a new email from one of your templates, click the Actions dropdown menu, then select an option:

  • Preview: render the desktop and mobile version of your template.

    • Edit: modify your template using the drag and drop email editor.

    • Clone: duplicate a template.

    • Use this template: create a new email using the template.

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title1. Identify the goal of your email

As with any marketing effort, the first step in email marketing is clearly defining your desired outcome. Are you promoting a new program, providing registration updates, or nurturing leads? Each type of campaign requires different strategies and approaches. By determining the purpose of your email campaign, you can create targeted objectives and set clear goals for success.

Consider these common Email use cases.

Informative Emails

Promotional

Enrollment/Admissions

  • Important Dates: Remind students of critical dates, like the start of the semester, drop/add deadlines, and tuition payment deadlines.

  • Financial Aid Notifications: Provide updates on the status of financial aid applications, deadlines, or disbursement details.

  • Resource Updates: Provide students with information about scholarships, financial aid, counseling, advising, tutoring, and other essential resources.

  • New Programs and Bachelor's Degrees: Share information about new programs available at your college, including bachelor's degrees, certifications, and micro-credentials.

  • Early College Programs: Share Information regarding programs for high school students looking to earn college credit.

  • Upcoming Events:

    Promote campus events, workshops, job fairs, graduation ceremonies, information sessions, and more.

  • Registration Updates: Inform students about their class registration status, including waitlist updates or changes to their schedule.

  • Inquiry Follow-ups: Ensure students who inquire about programs receive timely responses and feel supported during enrollment.

  • Re-enrollment Reminders: Encourage students who have paused their studies to re-enroll by highlighting upcoming deadlines and available support.

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📄 How to Access Email Templates

  • In your HubSpot account, navigate to Marketing > Marketing Email.

  • In the top right, click Create email.

  • In the dialog box, select an email type.

  • Click the Drag and drop tab.

  • Existing templates will be listed under the Saved templates section.

  • Click Manage saved templates in the top right panel.

  • Click the View dropdown menu or Sort by dropdown menu to filter the list of templates.

  • To preview, manage, or create a new from one of your , click the Actions dropdown menu, then select an option:

    Preview: render the desktop and mobile version of your template.

  • Edit: modify your template using the drag and drop email editor.

  • Clone: duplicate a template.

  • Use this template: create a new email using the template.
    Expand
    titleHow to access email templates
    email
    templates

    More details can be found here: Manage and edit your saved marketing email templates.


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