What to Check for before sending out emails in Hubspot

Occasionally, amidst the hustle of sending out emails, especially in bulk, our nerves can lead to inadvertent mistakes. To alleviate this, here’s a straightforward checklist for a quick refresher or reference. While these points may seem obvious, having them at hand serves as a helpful reminder to ensure a smooth email dispatch.

• Recipient Organization:
  • Consolidate all marketing contacts into one main list to avoid confusion.
  • Label multiple lists for different purposes and keep them to a manageable number (10 or less).
    
• Suppressions List:
  • Exclude specific groups like competitors, customers, and unsubscribed individuals.
    
• No Name Setting:
  • Determine a placeholder for cases where the first name is unavailable.
  • Consider using a blank space when utilizing dynamic tags.
    
• Subject Line:
  • Ensure the subject line is concise, ideally seven words or less, to prevent truncation.
    
• Testing:
  • Send a test email to yourself to verify the format and overall appearance.
    
• Sender Identification:
  • Opt for a personal email address over a generic corporate one to enhance deliverability.
    
• Time Zone Consideration:
  • Choose whether to send emails based on the recipient’s time zone or your own.
    
• Uncheck “Send to Unengaged Contacts”:
  • Disable the option to send emails to contacts below a certain engagement score to streamline the list.
    
• Mark Contacts as Marketing Contacts:
  • Ensure all intended recipients are appropriately marked as marketing contacts in HubSpot.
    

That all! I hope that helps and happy emailing!