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How to Leverage HubSpot for Email Marketing

Emily Santos
Emily Santos
Aug 17, 2023
How to Leverage HubSpot for Email Marketing
How to Leverage HubSpot for Email Marketing

For busy email marketers finding a tool that enhances efficiency, productivity, and betters their marketing efforts is essential. To meet the demands of their job features like a user-friendly interface, contact management, automation, and scheduling make life just a little less stressful. 

But with the rise of email software in the marketplace and their expected growth from $7.5 billion in 2020 to $17.9 billion by 2027, finding the perfect tool has become a challenge.

That's where HubSpot comes into play. 

One platform that has been successful in making things easier for users since its inception in 2005 is HubSpot. With over 184,000 global customers, HubSpot has quickly become a favorite among many teams because of its capabilities to bring Marketing, Sales, and Customer Service together in one platform.

For email marketers specifically, their "Marketing Hub" has everything you may need to drive revenue, save time with automation, and optimize your campaigns.

Let's discuss some of the main features of HubSpot as a CRM that email marketers can leverage.

Contact Management 

Effective email marketing begins with managing your subscriber list (contacts) and keeping it free of invalid addresses and duplicates. For email marketers, keeping a clean list is essential for email deliverability and to stay out of the spam inbox.

Import Existing Contacts

Existing contacts can easily be imported into HubSpot's CRM system, making contact management a breeze. Keeping everything in one centralized location becomes important when working across different teams with different marketing objectives.

Inside HubSpot's CRM, you can ensure that the proper data is being captured and make segmentation decisions and how each contact engages in your email campaigns.

Collect New Contacts

HubSpot also shines in its ability to help you collect new contacts and grow your email list. You can engage and convert visitors into contacts through features like sign-up forms.

A university's email marketing team, for example, can use these features to collect information from potential students who show interest in different courses. Information collected from sign-up forms is then stored inside the HubSpot CRM for future use in marketing or communication efforts. 

Segment Contacts

Segmentation is another way to manage your contacts and allows you to "group" subscribers into "buckets" to send personalized messages to the right people at the right time.

Some of these "buckets" include: interests, demographics, or behaviors and allow you to send personalized messages that better align with your unique audiences. Here are some ways to use segmentations:

  • Sort past customers who haven't purchased your product in X amount of days and send automated re-engagement campaigns. 
  • Create different groups based on geographical locations. This is useful for sending personalized messages based on holidays and seasons. 
  • If you host webinars regularly, segment customers based on "attended" and "didn't attend" to send customized messages that move them through your funnel. 

Sending Emails with HubSpot

Once your contacts are properly managed, you can start creating emails. HubSpot provides several basic templates and an easy-to-use editor to create engaging emails that resonate with your audience. 

Email Design

Emails can be done directly in the HubSpot app making it easy to keep everything in one place. HubSpot's email design tools are intuitive and the drag-and-drop editor allows you to easily add elements like images and CTAs that can be A/B tested to improve the performance of your emails over time.

Sending and Scheduling Emails

Scheduling emails is a great way to ensure your emails are being sent at the right time, without the need to be on your computer ready to press send (we've all been there). This feature is great for businesses to ensure that emails land in the recipient's inbox at the right times.

A great way to put the scheduling feature to use is to send a monthly email newsletter on the first Tuesday of the month at 10:00 a.m. That way your readers know exactly when to expect a message from you. 

Automation and Workflows

The ability to create, send, and schedule automated emails is another valuable feature of HubSpot.

Using automated workflows, you can easily send welcome emails to new subscribers, along with a few email sequences for them to learn more about you, your services, and offers. For instance, a retail shop can set up a workflow to send emails with a special savings promotion to new email list sign-ups received from their website.

Read: Email marketing 101: What is email automation?

Analyze Marketing Email Performance

HubSpot provides insightful analytics to help you measure the performance of your email marketing campaigns. This is essential when determining what works (and what doesn’t) and identifying what you can improve on next time. 

Track Email Metrics

As mentioned above, email metrics can be used in the decision-making process when identifying your future campaigns and their KPIs. Some of the most important metrics to look at include:

  • Open rates to see how effective was the subject line.
  • Click-through rates to determine how good was the content.
  • Bounce rates to asses our email deliverability.

A college campus sending an email to alums will be able to note the engagement rates of their emails and target specific individuals who appear highly engaged with a fundraising campaign at a later date.

A/B Test

In email marketing, minor changes can sometimes lead to significant results. HubSpot’s A/B testing feature allows you to test different versions of your emails to see which performs better. For instance, you can try other subject lines to see which gets more opens or test different CTA phrases to see which gets more clicks.

Create Reports

HubSpot allows you to create detailed reports following your email campaigns. These reports provide valuable insights into your campaigns' performance over time. An e-commerce business can use these reports to understand which types of emails generate the most revenue for their company.

Beefree x HubSpot for Email Marketing 

While HubSpot is a powerhouse all on its own, when paired with Beefree the possibilities are endless. Beefree offers email marketers a new level of design flexibility with Mobile Design Mode. The no-code drag-and-drop builder ensures all emails and landing pages are optimized for any device and email client. Another feature is Beefree's extensive catalog of fully customizable email and landing templates created for any industry, season, or occasion.Beefree's capability doesn't end at email design. Part of the email creation process means getting feedback from various departments, which Beefree makes effortless through design-specific commenting and build-in approval workflows for Enterprise plans. Here's what our users have to say:

But don't take our word for it, try our free plan for yourself!

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Email is king when it comes to talking directly to your customers. Sure, we might send texts or share voice notes, but we all still check our emails. It’s how we keep in touch with work and the businesses we connect with. 

As an email marketer, this puts you in prime position to get your business’s brand right into the hands of your customers. The problem, however, is that you must first get past the metaphorical guard dog known as the secure email gateway (SEG). 

SEGs use sophisticated methods to identify and block spam and phishing emails from ever entering a person’s inbox. While your email newsletters should go through, that doesn’t necessarily mean they will. That’s why businesses need to know what a secure email gateway is and how it works. Know this key info, and you’ll be able to improve the chances of your emails reaching their destination. 

What are email security gateways? 

Protecting yourself from cyber threats is the basis of all cybersecurity risk assessment services. One of the biggest gaps in any security armor is phishing emails. If they get through and someone clicks a link they shouldn’t have, it’s almost impossible to stop the damage. 

The victim could be anyone. The link could lead to a ransomware virus that holds your data captive or be the start of a data breach. It could even lead to a traditional scam that has you input your credit card details so a thief can steal them. 

For all these reasons and more, email providers consistently invest in security features to help protect their customers. One such feature is an email security gateway. 

A secure email gateway uses AI and machine learning to screen incoming emails, identify spam, and stop it from entering. If there’s any doubt, the system quarantines the email in your spam box for review. 

Why are secure email gateways important?

While we are getting better at filtering out spam emails, an estimated 45.6% of emails sent in 2023 were still spam. This poses a massive security risk for consumers, businesses, and governments alike. 

According to IBM, businesses are hit the hardest, with the global average cost of each successful phishing attack increasing to $4.88M USD. The attacks don’t just hit businesses, either, with attacks targeting individuals and even charities.

Just as phishing and spam emails have become more sophisticated, so have the tools designed to protect against them. All providers, including big names like Gmail, use SEGs to secure communications and other features, such as Gmail’s unsubscribe feature

What do SEGs flag as spam? 

SEGs continually update their parameters. This means that what they check for is constantly in flux. What SEGs look for today, for example, could include: 

  • Strange or suspicious subject lines
  • Highly urgent capitalization or excessive exclamation points
  • Strange URLs
  • Poor grammar and/or spelling
  • Generic greetings that don’t address the recipient 
  • Suspicious email addresses
  • The volume of emails sent at once
  • Attachment types 
  • Image-heavy content 

SEGs are far more advanced than just ticking boxes, but that doesn’t mean your emails can’t get blocked or sent to spam. After all, you might put together a great email campaign, but if your email is too image-heavy, it might get quarantined or sent to spam. 

The good news is that once you know what the SEGs look for, you can work to design better emails. Beefree can help you get started, with a range of templates for responsive email designs.

How to create newsletters with secure email gateways in mind 

The good news is that you can implement and send out most, if not all, of your newsletter ideas without issue. So long as the emails are well-made and are sent at a reasonable frequency, you’ll be golden. 

Start by first improving your security methods

In general, you should always look at ramping up the security measures in your business. You can use one of the top types of risk assessment matrix to understand your business's threats and how to resolve them. Then, since you already have that information, you can use it to create better newsletters and emails. 

Make sure the personalization feature works

One of the biggest red flags for an SEG is a generic greeting. Adding Dear Sir/Madam at the start isn’t going to fly in today’s world. Even if your email gets through, it’s unlikely the recipient will open it. 

That’s why you need personalization. Linking your email marketing tools to your customer relationship management system means you can offer easy personalization, like addressing your customers by name, or even offering personalized recommendations based on their order history. 

Avoid image-only emails 

Image-only emails are tempting for an email marketer. They’re striking, they look good, and you can fine-tune what they look like in Photoshop or another image editor. 

They can also be a red flag for SEGs.

Thankfully, the solution is simple: enrich your emails. The best part about this approach is that it also improves the accessibility. Improving email accessibility will help ensure that all your customers can engage with your emails on their terms. Those emails will also load faster, look great on all devices, and be more engaging. 

Align your emails with the landing pages 

SEGs look out for suspicious links. A link might be suspicious if there’s a misspelling or if the link doesn’t sound like the content in the email. So, how do you ensure that SEGs don’t see any of your links as suspicious? 

You make them predictable. 

An easy way to do this is to create a landing page from an email. On top of aligning the landing page with the content of the newsletter, you’ll want to: 

  • Make a custom URL for every link that matches the content of the page 
  • Ensure there’s no misspelling
  • Don’t use urgent language around your link

Use 2FA to boost security

Do you need 2FA to get past SEGs? No, but it’s a great way to help protect you and your customers. 

You can protect sensitive data by adding user identity verification. For example, a customer may get an order confirmation email but wants to cancel or change the delivery details. Including a two-factor authentication step ensures only the customer can request changes. 

Building in extra security features puts your customers at ease. It also protects your endpoints and, in turn, your business. So, no, you don’t need 2FA to get past SEGs, but it’s worth looking into for you and your customers’ protection. 

Avoid urgency 

Urgency can be a flag for SEGs. So: 

  • DON’T WRITE IN ALL CAPS
  • Minimize the use of exclamation points

Think of the copy in your newsletter as a chance to win over your audience, not scare them into clicking the link. Doing this will improve your relationship with your customers since they’ve come to you on their terms. It’s also essential to get emails past the SEG.

Key takeaways 

Secure email gateways are a primary defense against spam and phishing attacks, but they can pose a problem for email marketers. By working to understand the security risks associated with email scams, you can then understand what your email needs to make it into inboxes. 

From there, you’ll want to make your emails more personable, accessible, and secure. Once you’ve found that sweet spot, your newsletters will be more likely to get past the secure email gateway and into your audience’s inboxes. 

Getting Started with Beefree: A Guide to Streamlined Email and Landing Page Creation

Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.
Beefree team
Beefree team
26 Feb
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Creating professional emails and landing pages can be challenging for businesses of all sizes. Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.

Beefree is a robust tool for designing emails and landing pages with ease, offering templates, automation features, and seamless integrations. Regardless of your industry or goal, Beefree empowers you to craft high-quality communication and marketing materials quickly and effectively. By providing an intuitive and user-friendly experience, it helps businesses transform their creative ideas into polished campaigns without requiring extensive technical expertise.

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Why use Beefree for professional email campaigns?

Before we jump into the nitty-gritty of using Beefree, let's quickly go over why this tool is worth your time. There are a lot of email marketing tools out there, but Beefree stands out from the crowd for a reason. Let’s break down the unique benefits that make it an invaluable asset for anyone serious about email marketing:

Design made easy:

According to HubSpot, well-designed emails can drive open rates as high as 30%. Maybe you’re following up with leads from a recent webinar or you want to reach potential clients after a product launch. But you're finding yourself stuck because crafting professional emails and landing pages that capture attention is no easy feat.

With Beefree’s intuitive design tools and a library of over 1,700 templates tailored for various industries and purposes, you can achieve professional results without the guesswork. The wide variety of pre-designed options ensures that you can find a solution that aligns perfectly consistent with your brand.

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Time-saving features:

Speed is key, especially if you’re running time-sensitive campaigns. Beefree simplifies the design process with reusable content blocks, real-time collaboration tools, and the ability to transform emails into landing pages with a single click. These features enable you to produce high-quality materials in less time, allowing you to focus on strategy and content rather than struggling with technicalities.

According to a Beefree report, 82% of users report faster email creation. The ability to save and sync reusable content blocks means you can replicate what’s working without reinventing the wheel each time. Once you find a winning format, you can use it again and again with minor tweaks to fit the audience or campaign.

Maybe you’re following up with leads from a recent webinar or you want to reach potential clients after a product launch. With Beefree’s templates, you can get those messages out quickly and make sure your brand stays top-of-mind for your audience.
Using email cadence software like QuickMail ensures that outreach campaigns maintain a structured and effective flow, preventing overwhelming inboxes while keeping engagement high.

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Increased engagement:

A significant 64% of Beefree users report an 11% or more increase in click-through rates after using the platform. By enhancing the visual appeal and personalization of your emails, Beefree helps you achieve better engagement with your audience. The ability to test and iterate your designs ensures continuous improvement in performance.

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Getting started with Beefree templates

Alright, now that you know why Beefree is so powerful, let’s talk about how you can get started with their massive library of templates. This section will walk you through choosing and customizing a template that works for you.

1. Choose your template

The first thing you want to do is pick a template. Beefree’s catalog has templates for just about every sector—whether you're in retail, healthcare, SaaS, you name it. With a variety of options, you can find something that suits your goals perfectly, whether for a simple newsletter or detailed marketing report templates. Say you're promoting a webinar—just pick a template that’s built to highlight your CTAs, and you're off to the races.

The best part? You’re not starting from scratch. You save hours by picking a pre-designed template, and then it’s just a matter of customizing it to fit your brand. Beefree's templates are super flexible—add or remove elements, change colors, switch up the fonts, rearrange layouts—make each email uniquely yours without the hassle. This flexibility is especially beneficial for maintaining a low code architecture in website design.

2. Personalize

Consistency is key to building trust, and when your emails have a cohesive look, it helps recipients recognize your brand. It is also important to follow a brand style guide for your email campaigns so that the audiences can associate elements like your logo, colors, and fonts easily with your brand.

When using a template, customization is key to making your emails and landing pages feel unique and relevant. With Beefree’s drag-and-drop editor, you can easily tweak templates to align with your branding. Adjust colors, fonts, and layouts, or add personalized content such as recipient names and company details. The flexibility ensures that your final output is as distinctive as your brand’s voice.

Plus, with so many people opening emails or landing pages on mobile devices, Beefree’s mobile design builder guarantees that they look great no matter what device they’re on. When your emails look good, people trust your brand more, and that makes them more likely to click through and take action.

Personalization isn’t just a nice touch; it’s essential for engagement. According to Campaign Monitor, personalized subject lines can increase open rates by 26%. By tailoring your designs to speak directly to your audience, you can create a more impactful experience. Furthermore, the platform’s collaborative features allow team members to provide input and make edits in real-time, enhancing efficiency and creativity.

1. Export

So, you’ve picked and customized your template—now it’s time to send those emails.

One of the coolest things about Beefree is that it plays nice with just about every major email platform out there—Mailchimp, HubSpot, Outlook, Quickmail—you name it. This means you can create a killer email in Beefree, connect it to your favorite email platform, and schedule it all from one place. For more advanced needs, many businesses choose a CRM with email integration, to seamlessly combine customer management and automated outreach.

Start designing for free

Beefree simplifies the process of creating visually appealing, professional emails and landing pages, saving you time and boosting engagement. Whether you’re looking to streamline your workflow or enhance your marketing efforts, Beefree offers the tools and flexibility to meet your needs.

The best part? You’ll save time and see increased engagement, connecting with your audience in a meaningful way. In a world where everyone’s fighting for inbox space, Beefree helps you stay ahead of the game by simplifying the process while delivering professional results. So, why wait? Dive into Beefree today and see how it can transform your email campaigns.

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