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How to Use This Template
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The Email Planning Template (Email Planning Template tab) is divided into three sections: Email Planning, Email Results Tracking, and A/B Testing Planning & Results. Each section contains a column for various components you should plan for or keep track of, as well as a description or example to help you understand what each column label means. If your company sends more emails than outlined in this template 3, you can insert additional rows as needed. You'll also notice columns M through O (and columns L through P in the "Total" row) autopopulate based on the numbers you enter to generate the Delivery, Open, and Clickthrough Rates for your emails. The "Total" row shows the overall data for your email efforts – just be sure to double check your formulas if you add any rows.
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How to Customize This Template
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Not every company will send email the same way. We encourage you to customize this Email Planning Template however you see fit to better suit your organization's needs and goals to make it most useful for you. Since frequency, timing, messaging, content, design, and other elements of email marketing will all vary, feel free to adjust the template by hiding certain columns you don't need them, or by adding in new ones we didn't account for. Once a new month starts, you can duplicate the "Email Planning Template" tab by right clicking on it, selecting "Move or Copy," selecting the "Make Copy" checkmark, and then renaming the tab for the current month.
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Next Step: Learn More About Email Marketing Using HubSpot
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Part of HubSpot's all-in-one inbound marketing and CRM software is a robust email marketing tool. Most email software only allows you to upload a list and send to it, but because email is integrated with our CRM, HubSpot helps you attract new subscribers and grow your list over time. Using personalization features and marketing automation, you can ensure that your emails match the unique interests of each recipient. Click below to get started with HubSpot Email for free.
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Get HubSpot Email for Free
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