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The HubSpot Email Playbook

Sending an email and getting an email delivered are two different things. When open rates start falling, most teams reach for the subject line, and sometimes the problem is sitting in the DNS settings instead. Reaching the inbox comes first. Earning the open and the click comes after. This playbook covers both with the exact HubSpot navigation path for every tool mentioned. It was written for someone with a live portal open in another tab.

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What You’ll Find Inside

Twelve sections following the workflow from setup to review: the sending domain and authentication rules bulk senders are now held to, suppression lists built before targeting lists, the compliance numbers to check on every send, and a monitoring rhythm with a sunset policy for inactive contacts. Subject lines, copy, workflows, A/B tests, and Breeze AI are covered along the way, each with the HubSpot path to the tool.

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Who This Is For

  • Marketing teams sending from HubSpot who want the full workflow in one place, not scattered across knowledge base articles
  • Anyone whose open rates dropped and who has been rewriting copy to fix it
  • Teams approaching bulk sender volume who need to know what Google, Yahoo, and Microsoft now require
  • Service teams handling support email in the Help Desk alongside marketing sends
  • New HubSpot users trying to work out which email tool a given send belongs in
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