Medisolv Administrator (Medisolv Access ONLY)
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Hubspot: Mass Mailing

  1. Hubspot->Marketing ->E-mail. Our Template is called ENCOR-a Advisor E-mail Template.
  2. To create a new e-mail, click Clone.
  3. You will be offered options to open in the new Drag and Drop Editor or the Classic Editor. I chose Classic Editor.
  4. Next Select Regular or Automated. Select Regular.
  5. The e-mail opens on a new page with Edit selected. Each section can be highlighted and selected for editing.

  6. The left hand pane is where you are able to edit. First name and Last name in the screenshot are Personalization Tokens. These can be edited by using Personalize. The e-mail text can be edited in the left hand pane also. Links to URLs, Files and Hubspot pages are available.
  7. When editing is complete, select Settings.
  8. From name and From address should remain as they are.
  9. Subject line, Preview text and Internal e-mail name should be changed. Subject line is the Subject the client will see. Preview text is the preview some e-mail browsers display. Internal e-mail name is what WE (ENCOR-a) are calling the e-mail. For example, Pre-submissions TJC 2Q2023.
  10. Language should remain English. Subscription type remains Product Updates and Releases. Office location should remain as is. Campaign can stay blank.
  11. Go to Send or schedule after the settings are completed.
  12. Select our contact list (ENCOR-a Client Email Registration) if it is not already there.
  13. A test e-mail can be sent. Click Send test e-mail and select the test e-mail recipients. Click Send test email again.


  14. You are able to schedule the e-mail send. Select the Scedule for later radio button and select a Date and Time 

    Click Review and Schedule.
  15. Click Schedule.