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March 6, 2023

Step-by-Step Guide to Building Email Automation with HubSpot

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Email automation is a great option for businesses that want to save time and energy in their marketing efforts without sacrificing reach and engagement. Automating emails allows you to be more organized, efficient, and effective as you communicate with supporters and accomplish business goals.

Keep reading to learn more about the benefits of HubSpot’s Email Automation Software and to get a step-by-step guide for implementing this software in your strategy.

What Is Email Automation?

Email automation involves sending out automated and personalized email campaigns to customers and supporters. This is an important part of marketing, as it allows you to engage with different supporters and consumers in different ways. You can target emails to different audiences within your customer base according to your goals and the purpose of different email campaigns.

Benefits of Email Automation

Many businesses are drawn to email automation because it is an easy and organized way to connect with customers. Here are some of the main benefits of using email automation with HubSpot.

Convert Leads to Customers

Email automation will help you engage with people who support your brand but who may not have bought a product from you yet. Email campaigns can be used to promote products to supporters or even offer a first-time promotional deal. Segmentation abilities allow you to specifically target leads with certain campaigns with the goal of making sales.

Engage Customers

Email automation is also a great way to engage existing customers. Many businesses will use email marketing as a way to update customers about new offerings and what the brand has been up to. This keeps customers engaged with your brand and reminds them of your products so they keep coming back for more.

Saves Time

Automation is in! Turning to automation is the new way to do email marketing. With email automation, brands can reach numerous customers and leads without having to write multiple emails and manually send them out. Tasks like these can be tedious, so email automation is a great way to save time, which can then be devoted to other important business work. Email automation software like HubSpot also helps to keep your contact lists organized and makes it easy to track the results of your email campaigns. These functions save time and allow you to efficiently build campaigns and adjust them based on the results.

How to Build Email Automation in Hubspot

  1. Get Started with HubSpot Automation Software

Before you start planning and building campaigns, you’ll need to get started with HubSpot’s Automation Software. All you need to do is create an account and you can get started for free.

  1.  Determine Your Audience

Once you’ve created your account and have access to HubSpot Automation Software, you can start planning your email campaigns. The first thing to consider is who the audience of your email campaigns will be. You can upload your list into HubSpot and organize recipients into different categories for different email campaigns. For instance, you may want to group your audience into existing customers, recent customers, people who haven’t purchased a product, or other categories. 

You can segment your audience at any time, but doing it ahead of your email campaigns will save you time later on. Decide who your audience is for your first email campaign.

  1. Identify Your Campaign’s Goal

Consider the main goal of your first email campaign. What action do you want recipients to take after receiving your email? When identifying your goal, consider who your audience is. If you are emailing people who have not purchased a product before, your goal may be to grow your customer base. Meanwhile, if you are emailing existing customers, your email may be about new products with the goal of driving traffic to your website and getting more repeat customers.

  1. Set Enrollment Criteria

In HubSpot, enrollment criteria are the standards for adding a contact to a workflow. This will determine what actions users take that will trigger automated emails to be sent out.

  1. Decide How You Want to Implement HubSpot Automation Software

HubSpot’s automation software can be used in a variety of ways. An action may trigger an email to be sent, it may trigger an email to be scheduled, or it may just update and sync data using the new information provided. Decide how you want to implement the automation software based on your audience and goals.

  1. Create and Upload Email Campaign Assets

Now that your campaign is planned out, you'll want to make sure that you have access to materials to use in your email content. You can upload photos, fonts, and other files to HubSpot so they are available to you when you’re ready to use them.

  1. Test Your Email Automation Setup

Before you implement your automation setup, you’ll want to test it to ensure it works in the way you want it to. Make sure your enrolled contacts are accurate and double-check your settings. Run a test to make sure your automation works correctly.

  1. Implement Email Automation and Monitor Your Campaigns

Now that you have planned your campaign, organized your data, and checked that everything is ready to go, you can start implementing your email automation workflow. It’s best to continue to monitor your automation workflow to ensure that no errors arise. Adjust based on the impact of your campaigns and enjoy the rewards!

Final Words

HubSpot’s Email Automation Software is a great resource for saving time while making connections and converting leads. Madak works with brands looking to elevate their marketing strategy. We can help your business implement HubSpot Automation Software effectively so that you can focus on other priorities. Schedule a discovery call to get started!