Page Comparison

Build a New Email

• Navigate to Marketing > Email.

• Clone an existing email to ensure consistency with branding and compliance. To do this, locate an email with a layout and design that suits your needs, hover over the email title, and select the Clone button that will appear off to the right.

• Next, you will select your college, which HubSpot refers to as a “Business Unit.” You will also need to choose whether you want this email to be a Regular or Automated email. A Regular email cannot be used in workflows for email automation, meaning it can only be sent to existing lists. An Automated email, on the other hand, is dynamic and can be sent as users are added to lists that exist in workflows. You can change the email type in the editing phase, though not after an email has been published.

• Change the name of your email, as it will inherit the name of the email you cloned.

• Emails in HubSpot work off drag-and-drop elements. On the left, there are various options, shown as icons, that you can drag directly into the email builder, such as image, text, and button, among others.

  • When images are uploaded to an email these images are stored under Library > Files. This folder is one that is shared amongst all of the colleges. In order to help others keep track of their images, please name your images starting with your college acronym or move them once uploaded into your college specific folder.

• Once you add elements, HubSpot uses standard word processing tools to format your message.

• You can also add personalization tokens to your email. For example, if you would like to reference a student’s name in the greeting, you can select Personalize. Then on the "Insert Token" window, select "Contact" and then the "First Name" token