Easy Tech TutsHow to Create and Track Your Email Campaigns in HubSpot Easily 2026
By Impran M N
Creating a HubSpot email campaign involves more than just sending a message — it means tagging the campaign so you can measure its performance afterward. This guide covers building the email with the drag-and-drop editor, setting subject lines and recipient lists, and then reviewing analytics once it's live. It ends with matching engagement data back to individual CRM contact records.
01Open the Email dashboard
Go to Marketing in HubSpot and click into the Email directory.
02Start a new campaign
Click Create Email and set your marketing campaign parameters and tags.
03Choose a template and format content
Select a baseline campaign template and arrange content inside the drag-and-drop grid.
04Set your subject line and recipients
Write an engaging subject line, select your recipient lists, and finalize your sender setup.
05Send or schedule
Send immediately or schedule delivery for a peak engagement window.
06Review performance
Open the Analyze tab to review open rates, click tracking, and export custom reports.
Frequently asked questions
How do I track how well my HubSpot email campaign performed?
The Analyze tab shows real-time metrics like open rates, click tracking, and bounce data after the campaign sends.
Can I export campaign performance data?
Yes, you can export custom reports from the Analyze tab for sharing with stakeholders.
Does HubSpot tie email engagement back to contact records?
Yes, tracking codes match email engagement with the corresponding CRM contact record.
Should I schedule my campaign or send it immediately?
That depends on your audience, but scheduling for a peak engagement window can improve open rates.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
