How to Automate Emails: A B2B Guide to Email Automation in HubSpot
Why email automation helps you generate more sales
Email automation enables B2B companies to create personalised, timely email campaigns that nurture leads and guide them through the sales funnel – without manual effort for every send. By leveraging this capability in HubSpot Marketing Hub, you can engage your audience consistently, build trust, and convert prospects into customers at scale.
What are the benefits of email automation for marketing?
Beyond driving revenue, email automation saves time and resources by handling repetitive tasks and streamlining your email marketing process.
It also enables better segmentation and targeting, ensuring your messages are relevant and engaging for each individual recipient.
Integrating email automation in HubSpot Marketing Hub gives you access to in-depth analytics and tracking. You can monitor campaign performance alongside other data points, make data-driven decisions, and continuously optimise your marketing strategies for better results.
Read our in-depth article on marketing automation to go deeper on the broader discipline.
A step-by-step guide to setting it up
Setting up email automation in HubSpot is a straightforward process. Follow the steps below to get started.
- Go to Marketing and then Email in the main navigation in HubSpot.
- Click Create email.
- Select the type you want – we recommend Regular.
- Once you are editing the email, click the Automation tab.
- Choose what happens after your email is sent and select the workflow you want to create.
- Build your workflow using HubSpot's drag-and-drop editor – it is intuitive and flexible.
For more detail on how to automate emails, visit HubSpot's own knowledge base on email automation.
A real-world example: how it works for a B2B company
Consider a B2B software company offering CRM solutions. To drive sales, they set up an automated email campaign in HubSpot Marketing Hub targeting prospects who have downloaded a free trial of their software.
The campaign includes a series of emails designed to engage and nurture these leads – providing useful tips on using the software, case studies highlighting its benefits, and potentially a discount offer to upgrade to a paid plan.
By using email automation, the company stays engaged with prospects throughout the trial period, builds trust, and demonstrates the value of their product. This approach significantly increases the likelihood of converting trial users into paying customers.
How Radiant can help you get the most out of HubSpot
As a HubSpot Partner, Radiant has hands-on experience using HubSpot to deliver commercial results. Our team helps you implement email automation strategies and other key platform features effectively – so your HubSpot setup works as a true sales and marketing engine.
If you have questions about HubSpot Marketing Hub or any other HubSpot product, do not hesitate to get in touch. You can also read more about email marketing and how it can benefit your business.
Key takeaways
Email automation in HubSpot allows B2B companies to nurture leads with personalised, timely messages without manual effort per send.
The core benefits are time savings, better segmentation, higher conversion rates, and data-driven optimisation through built-in analytics.
Setup in HubSpot is straightforward: create an email, activate the automation tab, and build your workflow with the drag-and-drop editor.
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