Introduction

Sending test emails in HubSpot allows you to preview your email before sending it to your contacts. This ensures that the content, formatting, and personalization are all correct. In this guide, we’ll walk you through the process of sending a test email in HubSpot to help you spot any issues before the final send.

Why Sending a Test Email Is Important

• Check Personalization: Ensures your personalization tokens are pulling the correct information from your contacts.

• Verify Formatting: Helps you check that your email looks good across different devices and email clients.

• Review Content: Allows you to review the email content and catch any typos or mistakes before sending it to your audience.

• Improve Confidence: Gives you peace of mind that everything is in order before launching your email campaign.

How to Send a Test Email in HubSpot

Step-by-Step Guide

1. Navigate to Marketing > Email: In your HubSpot account, go to Marketing in the left pane and select Email.

2. Select and Open Draft Email: Choose the draft email you want to test and open it in the editor.

3. Click the Send Test Email Button: In the top right corner of the email editor, click Send test email.

4. Pick a Recipient: Choose yourself or a teammate from the list of recipients.

5. Click Send Test Email: Once you’ve selected the recipient, click Send test email to send the test version to your chosen email address.

Best Practices for Sending Test Emails

• Send to Multiple Devices: Test your email on different devices (mobile, desktop, tablet) to ensure proper formatting across platforms.

• Check Links and CTAs: Make sure all links and call-to-action (CTA) buttons are working correctly before sending the final version.

• Review Personalization: Verify that personalization tokens (e.g., names, company info) are displaying correctly by choosing different test contacts.

• Send to Multiple Teammates: Get feedback from teammates by sending test emails to different team members before the official send.

Summary

Sending test emails in HubSpot is an essential step in ensuring your email campaigns are polished and professional. This simple process allows you to catch any issues with personalization, formatting, and content before sending the email to your audience, helping you avoid mistakes and ensuring a seamless experience for your recipients.

Superjoin: Data Connector for Google Sheets

While sending test emails may not directly involve data syncing, ensuring your contact data is accurate is crucial for personalized and successful email campaigns. Superjoin is a powerful data connector for Google Sheets that lets you sync your HubSpot data with Google Sheets. With its 2-way sync feature, you can update your data in bulk, export it back to HubSpot, and create custom reports that update automatically. Try Superjoin today!