topic Re: Best practices email campaign in Tips, Tricks & Best Practices

What are the best practices for email campaigns in HubSpot?

JSiglos — Thu, 02 Apr 2026 13:10:12 GMT

Hey everyone, do you have a "Don't do" list which what I have to avoid in creating our first email campaign?

Our company recently started using HubSpot as a CRM and we transferred (more like re-created) our website here from another platform. It's been good so far, and we are trying to utilize the tools available. We may be looking into being a solutions partner.

Highlighting my purpose of being here, we are working on using marketing tools such as the email marketing campaign. I have used other email marketing campaign platforms in the past but I am looking forward to learn the best practices you all have so our company's email campaigns can be successful such as yours. I would love to hear whatever this community has to share so I can learn the workaround here in HubSpot and be an expert in the near future.

Moderator Note: this post was reviewed for relevancy and optimized for clarity on 4/2/26. Thank you for your contributions to the HubSpot Community!

Re: Best practices email campaign

BérangèreL — Thu, 01 Aug 2024 10:08:42 GMT

Hi @JSiglos and welcome to the Community! 🎉
It's so great to see you here! ❤️

Great post, I love that you asked this question!

I'd like to share these resources that might be of interest to you:

- Email Marketing: The Ultimate Guide (Expert Tips + Data to Know)
- 20 Email Best Practices That Actually Drive Results

I'd love to put you in touch with our Top Experts: Hi @danmoyle, @andrus and @HubSpot_Corey do you have tips and/or best practices to share with @JSiglos regarding email campaigns, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you so much and have a lovely day!

Best,
Bérangère

Re: Best practices email campaign

JArte — Wed, 07 Aug 2024 18:57:28 GMT

Hi @JSiglos Did your company recreate a new website in HubSpot using the "drag and drop editor?" I'm just curious about what may be the advantages or reasoning to not use the original website. The only reason I can think of would be to have everthing connected in 1 place, but I would be nervous about disrupting SEO for my site. Just curious to find options that I may consider in the future for my site or for businesses that I may consult as a marketing consultant.

Re: Best practices email campaign

Adriane — Thu, 08 Aug 2024 11:58:06 GMT

Hi @JSiglos,

Given your experience with other email marketing platforms, here are some best practices to ensure success with your first email campaign using HubSpot:

Utilize Segmentation: Send targeted emails by segmenting your contact list. Tailor your messages to specific audience segments to enhance engagement.
Personalize Your Emails: Use personalization tokens to address recipients by their first name and customize the content based on their preferences and behavior for a more personalized experience.
Optimize for Mobile: Ensure your emails are mobile-friendly. Design responsive emails that look great on all devices to reach users wherever they are.
Conduct Thorough Testing: Test your emails before sending them out. Utilize HubSpot’s A/B testing features to experiment with different subject lines, content, and send times to determine what resonates best with your audience.
Maintain a Balanced Email Frequency: Respect your contacts' inboxes by finding the right balance in email frequency. Send emails consistently but avoid overwhelming your audience.
Leverage Data and Analytics: Regularly review your email performance metrics in HubSpot. Use the data to understand what’s working, identify areas for improvement, and adjust your strategy accordingly.
Use Verified Email Lists: Build and use verified email lists. Ensure your contacts have opted in to receive your emails to maintain a healthy sender reputation and reduce bounce rates.
Implement Opt-In Processes: Obtain explicit permission from your contacts to send them emails. Use double opt-in where appropriate to confirm their subscription and ensure high-quality lists.
Adhere to Compliance Regulations: Comply with email marketing laws like GDPR and CAN-SPAM. Include necessary elements such as a clear unsubscribe link and your physical mailing address in every email.
Keep Your Design Simple: Design clean and focused emails. Avoid cluttered layouts and make sure your call-to-action (CTA) is clear and easy to find.
Prioritize Content Quality: Ensure each email provides value to the recipient, whether through useful information, special offers, or engaging content. Send emails with a purpose.
Craft Compelling Subject Lines: Write engaging and relevant subject lines to encourage opens. Avoid generic or misleading subject lines to maintain trust and interest.
Plan Follow-Up Emails: Develop a series of follow-up emails to nurture your leads and keep your audience engaged. Consistent communication helps build relationships and drive conversions.

Let me know if you have any questions.

Best regards

Adriane

Re: What are the best practices for email campaigns in HubSpot?

AScott1 — Thu, 02 Apr 2026 16:15:01 GMT

Hello!

Piggybacking onto your post, I am in almost the exact same position - having recently joined a company who just got HubSpot. The team isn't familiar with HubSpot or too much on email best practices and we've alreadyr run into snags with our first 2 sends in that the open rate went down drastically (from previous ESP, which was SFMC). I'm looking for some type of document of best practices to share with the team. I believe the set up is fine (lists are clean, personalization in place), it's the execution part that we're taking a hit on. Thanks so much!