Email guidelines

Setting up an email in HubSpot, what to think of:

• Why? What is the goal with sending out the email?
• Who? Who are you going to send it to?
• How? What should it be about? How to make it relevant?

Checklist for setting up an email:

• Clone existing email (recommended) or start from scratch.
• Change images and texts.
• Add/remove/change linking from the email.
• Change address and social links in footer if needed.
• Add subject line and preview text (settings).
• Set language (settings).
• Add email to campaign if you want to (settings).
• Add lists to send the email to (send and schedule).
• If you feel happy, review, and send!

What if you want to make workflows?

• When setting up emails that are going into workflows, make sure they are automated.
• Don’t spam, make sure you are sending the right content to the right people at the right time, think twice or third about sending more than 2 emails in the workflow to avoid high unsubscribe rate (below 0,35% is alright).
• Keep the content relevant. Usually sending automated emails in workflows work well with very targeted groups that you are confident are interested in your emails.