Sending a Newsletter in HubSpot
1. Update the database
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Go to marketing and look up when we last sent an email (marketing→ content → emails)
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Go to sales → contacts → add filter → create date “is after” last email that we sent *apply filter*
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Add another filter: contact owner = samara, alyssa, dave, jen, tim, allie shanahan, angel, levi, lauren, joe, caroliiiine *apply filter*
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Save
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Go through list and deselect people who work at competitors or treat samara’s yard for mosquitoes
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Remove “Bill Frist contacts”
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Select all → more → add to static list → add to master database from previous master database (go to next page and do the same)
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Go to the marketing tab → contacts → list → rename it with today’s date
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Go back to list
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Contacts → landing pages → FINAL: The Pursuit of Innovation WP DL → Date range: custom time period from last date send → quick view → use in list → Pursuit of innovation downloads → request export
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Contacts → landing pages → Invertising WP DL → Date range: custom time period from last date send → quick view → use in list → Invertising WP downloads → request export
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2. Test the email for formatting and working links
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Marketing → contact → email → choose the draft and send test email (left-hand navigation) to check if the links work (if you have to change one click on the image) → check it on mobile as well
3. Send it!
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Click next
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Look at list
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Ask if there are any exclusions!!!! *impt so we don’t get in trouble*
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Click next
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Schedule based on time zone - 8am? (could be cool to test new times)
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Notes and Tasks
What is Hubspot Direct Mail logging?
This is a helpful tool to create internal tasks and reminders for the team, so that we are reaching out to clients regularly.
Step 1: Alyssa, Jesse or Samara will send you a link to have access to Hubspot
Step 2: Search the given client name in the top right search bar
Step 3: Leave a note in the box on the right hand side
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Step 4: After you save the note, click “Create task”
Step 5: Write task in “Enter your task”
Step 6: Click “Due Date” on the right-hand side and assign a date and time
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Step 7: Click the “to-do” option and choose based on your given task i.e.) Email
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Step 8: Click “Assigned to” and select whoever the task needs to be given to i.e.) Samara
Step 9: Save and repeat with the next client!
