Email marketing is one of the most effective digital marketing strategies for engaging with your audience, nurturing leads, and driving conversions. HubSpot makes it easy—even for beginners—to create, send, and track professional email campaigns.

In this blog post, you’ll learn how to create your first email campaign in HubSpot, from setting up to sending and analyzing your campaign.

🚀 Why Use HubSpot for Email Campaigns?

HubSpot is a leading marketing automation platform that offers:

  • A free email marketing tool

  • Drag-and-drop email builder

  • Personalization and segmentation features

  • Automation and workflows

  • In-depth analytics

If you’re new to email marketing, HubSpot’s free email tool is a great place to start.

🛠️ Step-by-Step: Creating Your First Email Campaign

✅ Step 1: Log into Your HubSpot Account

Visit app.hubspot.com and sign in to your account. If you don’t have one, you can create a free HubSpot account.

✅ Step 2: Navigate to the Email Tool

From your HubSpot dashboard:

  1. Go to Marketing > Email.

  2. Click on “Create Email” in the top-right corner.

  3. Choose between Regular (One-off) Email or Automated Email (for workflows).

For your first campaign, select Regular Email.

✅ Step 3: Choose a Template

HubSpot offers:

  • Pre-made templates (newsletters, promos, announcements)

  • Blank templates (for full customization)

  • Drag-and-drop editor

Pick a template that suits your campaign type. For example:

  • Product announcement? → Use a promotional layout.

  • Educational content? → Use a blog or newsletter layout.

✅ Step 4: Customize Your Email Content

Use the drag-and-drop editor to add and edit:

  • Text blocks: Write your message clearly and concisely.

  • Images: Use relevant visuals or your logo.

  • Buttons/CTAs: Add calls to action like “Shop Now” or “Read More.”

  • Personalization tokens: Add first names using {{ contact.firstName }}.

Tips for better results:

  • Keep subject lines under 50 characters.

  • Use clear CTAs.

  • Ensure mobile responsiveness.

  • Maintain brand consistency.

✅ Step 5: Configure Email Settings

Click on the “Settings” tab and fill in:

  • From name and email address

  • Subject line (important for open rates)

  • Preview text (optional but recommended)

  • Internal email name (just for your tracking)

Use A/B testing for subject lines if you’re on a paid plan.

✅ Step 6: Choose Your Audience

Click on the Recipients tab and:

  • Select an existing list (Smart or Static) of contacts.

  • Or, create a new list using HubSpot’s Smart List segmentation.

💡 Want better results? Segment your list based on behavior, lifecycle stage, or past purchases.

✅ Step 7: Preview & Test Your Email

Before you hit send:

  • Click Preview to see desktop and mobile views.

  • Use Test Email to send a copy to yourself or a teammate.

  • Check for broken links, typos, and design flaws.

✅ Step 8: Send or Schedule Your Campaign

Once satisfied, click Send or Schedule.

  • To send now → Click Send.

  • To schedule for later → Choose your date and time.

⏱ Tip: Schedule for optimal send times (usually Tuesday–Thursday mornings).

📊 Step 9: Track and Analyze Performance

After your email is sent:

  1. Go to Marketing > Email.

  2. Click on the campaign name to view performance.

  3. Key metrics to monitor:

    • Open rate

    • Click-through rate (CTR)

    • Bounce rate

    • Unsubscribes

    • Conversions

Use this data to improve your future campaigns!

✨ Bonus Tips for Better Email Campaigns in HubSpot

  • Use workflows to automate follow-up emails.

  • Set up lead scoring to prioritize engaged contacts.

  • Use AB testing for subject lines and CTAs.

  • Install the HubSpot tracking code on your website for better attribution.

📚 Learn More

Want to master email marketing? Enroll in HubSpot Academy’s free Email Marketing Certification to learn best practices.

Final Thoughts

Creating your first email campaign in HubSpot is straightforward and powerful. With a clean interface, smart tools, and robust analytics, HubSpot helps beginners launch successful email marketing campaigns with ease.

Start small, analyze results, and optimize continuously. Your audience—and your business—will thank you.

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