HubSpot Email Creation Walkthrough
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MS

MassChallenge Support

Created Jun 26, 2024

HubSpot Email Creation Walkthrough

8
    a

HubSpot

36 Steps
1

Click on Marketing

Click on Marketing
2

Click on Email

Click on Email
3

Click on Create email

Click on Create email
4

Click on Regular…

Click on Regular…
5

Click on CD Cold Outreach

Click on CD Cold Outreach
6

Type "CD 2024 Example"

Type "CD 2024 Example"
7

Click on Create email

Click on Create email
8

Drag highlighted element

Drag highlighted element
9

Type Leave comment

Type Leave comment
10

Click on Personalize

Click on Personalize
11

Type "name"

Type "name"
12

Click on Company name

Click on Company name
13

Click on Insert

Click on Insert
14

Type Leave comment

Type Leave comment
15

Click on Settings

Click on Settings
16

Click on Name

Click on Name
17

Type "Sophia"

Type "Sophia"
18

Click on Sophia Grifferty

Click on Sophia Grifferty
19

Click on yourname@company.com

Click on yourname@company.com
20

Type "sgrifferty"

Type "sgrifferty"
21

Click on sgrifferty@masschallenge.org

Click on sgrifferty@masschallenge.org
22

Type Leave comment

Type Leave comment
23

Click on Select a subscription type

Click on Select a subscription type
24

Click on Partner Communications

Click on Partner Communications
25

Click on Send or schedule

Click on Send or schedule
26

Click on Send to*

Click on Send to*
27

Check CD 2024 Example list 48183935 (1)

Check CD 2024 Example list 48183935 (1)
28

Click on Recipients…

Click on Recipients…
29

Select Schedule for later

Select Schedule for later
30

Type "12:43 PM"

Type "12:43 PM"
31

Click on 1 out of 1

Click on 1 out of 1
32

Click on Review and schedule

Click on Review and schedule
33

Click on Schedule

Click on Schedule
34

Click on Schedule email

Click on Schedule email
35

Click on Recipients

Click on Recipients
36

Click on Edit scheduled email

Click on Edit scheduled email
Well done!
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