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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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Now, let's be honest—you’ve likely heard about all of these rotating for the last few years. While email marketing has come a long way and is changing faster than ever, there’s only so much you can do within 600x1,500 pixels. However, there are no limits to where your creativity can take you. 

Let’s get into it.  

#1. Unique, tailored experiences 

Damian Grabarczyk, the co-founder and growth marketer of PetLab Co., says, “We faced the challenge of connecting meaningfully with an audience that expects more than one-size-fits-all communication.” 

When we speak about crafting tailored emails we mean going beyond the recipient's first name in the subject line. We’re talking about optimizing your entire email strategy to design multi-stage touchpoints to nurture leads across the customer lifecycle. As well as, leveraging data to send hyper-personalized, relevant, and engaging emails that feel less like a broadcast message and more like a conversation. 

Many are using AI machine learning algorithms and AI automation to analyze customer interactions, past purchases, browsing habits, website visits, and even social media behavior to curate engaging email content that resonates deeply with the real-time needs of recipients.

For PetLab Co this looked like including content such as an individual’s pet health history or product usage timelines. Damian Grabarzyk expands, “This approach transformed the conversion rate and strengthened customer loyalty. As we look ahead, I see brands in 2025 moving beyond generic personalization to adopt strategies that make customers feel truly understood and valued.”

On the other hand, many are leaning into user-generated content (UGC) for crafting tailored experiences. Customers today are more likely to trust the opinions of peers over branded messages. UGC like customer reviews, testimonials, videos, and photos are the best form of social proof depicting real people using and benefitting from your products or services. 

We see the benefits of using both AI and UGC to get the most out of your email conversions ;). 

#2. AI tools as an addition, not a substitution

Experts at NordPass state, "AI-powered content generation tools are not here to replace email copywriters and marketers. These tools make us more efficient. The smarter the tool is, the better equipped we are to create high-performing email content that drives results." 

AI tools can support us by significantly enhancing the speed, precision, and effectiveness of your emails. For instance while traditionally A/B testing has required a lot of time to analyze small variations with AI you quickly implement and test multiple email elements and make adjustments based on real-time engagement data. There are AI algorithms that can even predict which variations are most likely to resonate with different audience segments, leading to more accurate targeting and faster optimization.

In short, AI tools are revolutionizing the way we craft and optimize our email’s deliverability. There are many different types of AI solutions so we suggest finding the right one for your needs. 

#3. Even more transparency around data

With AI continuing to rise, folks are more and more concerned about where their data is going. That’s where zero-party data collection becomes a key strategy in email marketing, allowing you to gather data directly from customers rather than relying on third-party sources. 

Zero-party data includes information that consumers willingly share, such as preferences, interests, and purchase intentions. This data is often collected through surveys, preference centers, quizzes, or interactive content and is highly valuable because it is shared explicitly, ensuring accuracy and deeper personalization without privacy concerns associated with third-party tracking.

As privacy regulations tighten, zero-party data will empower you to deliver hyper-personalized email experiences while respecting user privacy. This approach will help you build trust, as customers feel more in control of their data, and you gain insights that lead to more relevant and engaging email content.

#4. The death of static emails

With attention span getting shorter day after day, digest-format emails are expected to rise in popularity in 2025. Presenting email content in an easy-to-scan, organized, and minimalistic layout will surely help deliver the most relevant information in a fraction of the time. 

Additionally, interactive emails will allow recipients to directly engage within the email without having to visit a landing page or website. Interactive elements like product carousels, polls, and quizzes create a dynamic experience that keeps subscribers engaged, especially in visually driven industries like fashion brands

So what now? 

You’ve heard these strategies before, but now it’s time to actually put them into action. The brands that win at email marketing in 2025 won’t just be sending emails—they’ll be creating experiences. Whether it’s hyper-personalized content, AI-driven efficiency, zero-party data collection, or interactive emails that break the mold, the key is to stay ahead of the curve.

So, what’s the first strategy you’ll finally implement? Your inbox (and your audience) are waiting.

How to Leverage Email Campaigns to Gather Sincere Product Reviews

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What do customers think about your brand’s products? The best way to find out is to ask them directly, which you can do via strategic email campaigns.

Email makes gathering authentic product reviews quick and easy. By collecting sincere feedback, you can build trust, increase sales, boost loyalty, and innovate product improvements. 

That said, requesting reviews via email requires precise timing, personalized messaging, and lots of engagement optimizations. But don’t worry—we’ll walk you through some key steps to create email campaigns that deliver the valuable feedback you need.

Why product reviews matter

Product reviews do more than confirm that you're meeting customers’ needs. Sincere feedback drives loyalty and sales, offers valuable customer insights, and helps you develop a strategic product development roadmap.

  • Fosters customer loyalty: Requesting and listening to feedback makes your customers feel valued and heard. It demonstrates that you prioritize customer satisfaction, which helps you build stronger, long-term relationships. Review requests also act as re-engagement emails by starting new conversations with customers.
  • Increases sales: Social proof drives sales. According to a recent survey by Power Reviews, 90% of potential customers use online reviews to make purchasing decisions. In fact, reviews have more influence over purchasing decisions than product prices. Turning product reviews into customer testimonials and encouraging reviews on third-party sites can significantly boost sales.
Image sourced from powerreviews.com
  • Builds Customer 360 insights: Customer feedback delivers insights into customer needs and sentiments, enriching Customer 360. Exactly what is Customer 360? It’s a unified, 360-degree view of customer data. It empowers you to tailor products and customer experiences to meet individual needs and preferences. 
  • Drives product improvements: Sincere customer feedback reveals what target customers like/dislike about your products. It provides key insight into their value, functionality, and usability, unlocking large-scale development opportunities.

How to create an email campaign to collect product reviews

Want to unlock the power of product reviews? Let’s explore how to create email campaigns that encourage customers to share their feedback.

Segment your audience

Like promotional emails, product review requests shouldn’t be sent to every subscriber.

If subscribers haven’t had the chance to try your product, product review requests will feel irrelevant and may trigger unsubscriptions. So, only send review email requests to customers recently trying your product.

You can do this by segmenting your email list based on where customers are in the buying cycle. Target loyal customers, recent purchasers, and first-time buyers with tailored email campaigns. This ensures that you’re sending emails to customers most likely to respond with insightful feedback.

Write a compelling email subject line

According to Superoffice, 33% of people open an email based on the subject line. 

Image sourced from superoffice.com

To get the click-through rates you want, your email subject lines should be personalized, relevant, and engaging. Here are some examples:

  • Did you love [product]? Or hate it? Let us know!
  • We value your opinion — help us improve!
  • We want YOU to help us make our product better!
  • Up for a discount? Share your feedback for 10% off! 

Learn more > Tips for writing open worthy subject lines.

Optimize for customer engagement

A successful email marketing strategy relies on customer engagement. Here are some key email elements you need to encourage interactions.

  • An attractive email design: With the right layout, color scheme, typography, and images, you ensure easy readability and promote interaction. Use these engagement-boosting email design best practices to help you create a design that boosts conversion rates.
  • Gratitude and value: Thank customers for reading the email and explaining why their feedback is so important. Also, consider including a personalized Gmail email signature with your content details to build trust and encourage customers to engage with your review request. 
  • Personalized, relevant content: Personalized email content motivates engagement. Use customer data platform (CDP) data to tailor messages to individual customers. What is a CDP? It’s a centralized platform that collects and unifies customer information, building comprehensive customer profiles. 
  • Incentives: Offering a small discount can motivate customers to leave reviews, especially first-time buyers. That said, incentives can (sometimes) generate insincere reviews, so stress the importance of honesty. 
  • A strong call-to-action (CTA): Your CTA should direct readers straight to the reviews submission page. Use clear CTAs with bold buttons and typography to make it stand out.
  • Mobile responsiveness: If your emails are slow to load or don’t display correctly on mobile devices, your bounce rate will spike. Leverage solutions that offer advanced mobile optimization features — such as Beefree— to create responsive emails every single time.

Ask specific, concise questions

Complex, drawn-out questions that are too open-ended can disengage customers. So, get straight to the point with concise, direct questions. Here are some examples:

  • What did you think of [specific product feature]?
  • How often do you use our product?
  • What are your favorite/least favorite features?
  • How likely are you to recommend this product?
  • What could we do to improve our product?

Use a mixture of closed and open-ended questions to increase your chances of receiving meaningful responses.

Make it easy to respond

The easier it is for customers to leave a review, the more responses you’ll receive. So, make the process as seamless and convenient as possible. One way to do this is with survey emails.

Email surveys have high response rates. They can be completed within the email with minimal effort, which is a big plus for busy customers. And, they can generate a wealth of quantitative data and metrics that are quick to analyze, leading to faster improvements. BeeFree has an extensive collection of email survey templates to suit every need.

For longer review requests, include a CTA that directly links to the review submission page. Review forms should use simple, clear language, be optimized for mobile, and have a progress bar. 

You could even provide your telephone contact details to allow customers to leave a review via telephone. It’s the preferred communication method for 55% of Baby Boomers according to Hubspot, so it’s worth considering. 

Leverage small business telephone services from Vonage to access call center capabilities like virtual receptionists and CRM integrations, streamlining processes.

Also consider directing customers to leave reviews on popular review sites, such as Google and Amazon.

Optimize email timings

If you send product review requests too early, there’s a chance your customers won’t have tried your product yet. But if you send them too late, your customer might have forgotten their experience. 

So, when’s the best time to request reviews? 

Aim to send review requests within 7-14 days post-purchase. This gives customers a chance to try the product a few times, leading to more sincere, meaningful reviews. Plan for seasonal surges such as Black Friday and incorporate them into your schedules.

Key takeaways

Do email campaigns work for gathering valuable product reviews that drive improvements, boost trust, and increase sales and loyalty? 

Absolutely — but they need to be strategic.

To generate sincere reviews and valuable data, ensure your marketing emails are personalized, engaging, and optimized for convenience. And, use email list segmentation and marketing automation to ensure they’re sent to the right customers at the right time.

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