Email Marketing Tool

dhalle2
Member

Marketing Email Capabilites - Need Help setting up

SOLVE

Brand new to Hubspot.  Using the free CRM services.  I want to have the ability to email a group of contacts in my database but am having trouble figuring how to set this up.  I tried to set this up but received this message:

 

Sorry. The email dashboard is only accessible to the Marketer role.

Please contact your portal administrator about changing your user role.

 

I am the only one using this CRM and it looks like I am set up as the administrator for both the sales and marketing roles...but keep getting this message.    Sorry this is probably a pretty dumb question but cant see to get past it.

 

Any assistance is greatly appreciated.

 

thanks

Dan

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Marketing Email Capabilites - Need Help setting up

SOLVE

Hi @Catherine2

 

It can get confusing. 

 

The free sales suite of tools lets you track emails that you send to individuals through you main mailbox. This limited to one at a time and has to go via your email provider (even when sent 'in' the CRM). 

 

This is different from the bulk email marketing tool in the marketing product. 

 

Hope this helps. 

Phil Vallender | HubSpot Website Agency

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3 Replies 3
Catherine2
Member

Marketing Email Capabilites - Need Help setting up

SOLVE

I'm not sure you can group email on a free account; thought I read that you can only email one person at a time. But I'm new as well so may be blind leading blind...

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Marketing Email Capabilites - Need Help setting up

SOLVE

Hi @Catherine2

 

It can get confusing. 

 

The free sales suite of tools lets you track emails that you send to individuals through you main mailbox. This limited to one at a time and has to go via your email provider (even when sent 'in' the CRM). 

 

This is different from the bulk email marketing tool in the marketing product. 

 

Hope this helps. 

Phil Vallender | HubSpot Website Agency
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Marketing Email Capabilites - Need Help setting up

SOLVE

Hey Dan, 

 

Unfortunatly, email marketing services are not included in the free CRM from HubSpot. To send marketing emails from the system you need at least their Basic Marketing Product. You can see the features of the marketing product here: https://www.hubspot.com/pricing/marketing#?currency=GBP

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
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