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Understand email sending in HubSpot

WEBAcademy Content Library A complete library of Academy’s free online video lessons and certification courses.; Academy Certification Courses A collection of lessons …

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Manage your account security using HubSpot Security Health

WEBIn your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Security. The Security Health screen will …

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Create and manage your dashboards

WEBCreate dashboards. In your HubSpot account, navigate to Reporting & Data > Dashboards. In the upper right, click Create dashboard. You'll be brought to the …

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Analyze your marketing email campaign performance

WEBTo analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. Review the reports of your recipient engagement …

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Use the data quality command center

WEBThe data quality command center shows an overview of how data is stored in your HubSpot CRM, and highlights potential issues with your data. You can evaluate …

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Create and conduct customer satisfaction surveys

WEBIn your HubSpot account, navigate to Automations > Surveys. Create, clone, or edit a survey: To create a new survey, click Create survey in the upper right. In the …

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Create and manage products

WEBIn your HubSpot account, navigate to Commerce > Products. In the upper right, click Create product. Or, to import multiple products, click Import. In the right panel, …

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Connect and use HubSpot data sync

WEBClick Next.; Configure your sync direction. On the Configure screen, choose the sync direction and map the third-party app’s fields to HubSpot properties.. In the …

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Understand opt-in consent for email

WEBThe recipient has to manually opt-in to receive your emails through written consent, clicking a checkbox on your form, or by confirming through double opt-in. …

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Improve email deliverability

WEBTo improve engagement, test your email to be sure it renders as expected. You can use the test in email client features to be sure your email is optimized for mobile …

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Track and log emails with the HubSpot Sales Outlook desktop add …

WEBUse the Track and Log features of the HubSpot Sales Outlook desktop add-in to monitor and keep a record of your contacts' engagement with your emails . With the …

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Monitor your email sending reputation with the email health tool

WEBReview your email sending health. In your HubSpot account, navigate to Marketing > Marketing Email. Click the Health tab. Your email health data is split into …

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Use automation with emails

WEBIn your HubSpot account, navigate to Marketing > Marketing Email. In the top right, click Create email. In the dialog box, select Regular. In the email editor, click …

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Email bounce types

WEBTypes of bounces. Hard bounce: usually indicates a permanent error, but can also be caused by a strict email security filter. To protect your email sender …

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Add multiple email addresses to a contact

WEBTo add emails to a contact: In your HubSpot account, navigate to CRM > Contacts. Click the name of a contact. In the About section, hover over the Email …

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Manage your default marketing email settings and tracking

WEBIn your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Marketing > Email. Review and edit your global …

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Create automated emails to use in workflows

WEBClick the name of an existing workflow, or create a new workflow. In the workflow editor, click the plus icon + to add a workflow action. In the right panel, select …

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