Read This First!

How to Use This Template

The Email Planning Template (Email Template tab) is divided into three sections: Email Planning, Email Results Tracking, and A/B Testing Planning &
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 t

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 Deliv
the overall data for your email efforts – just be sure to double check your formulas if you add any rows.

How to Customize This Template

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 o
timing, messaging, content, design, and other elements of email marketing will all vary, feel free to adjust the template by hiding certain columns you do

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 Co

Next Step: Learn More About Email Marketing Using HubSpot

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
you attract new subscribers and grow your list over time. Using personalization features and marketing automation, you can ensure that your emails matc
HubSpot Email for free.
 Read This First!

mail Results Tracking, and A/B Testing Planning & Results. Each section contains a column for various components you should
mn label means. If your company sends more emails than outlined in this template 3, you can insert additional rows as needed.

based on the numbers you enter to generate the Delivery, Open, and Clickthrough Rates for your emails. The "Total" row shows
ws.

ng Template however you see fit to better suit your organization's needs and goals to make it most useful for you. Since frequency,
djust the template by hiding certain columns you don't need them, or by adding in new ones we didn't account for.

t, selecting "Move or Copy," selecting the "Make Copy" checkmark, and then renaming the tab for the current month.

Most email software only allows you to upload a list and send to it, but because email is integrated with our CRM, HubSpot helps
ng automation, you can ensure that your emails match the unique interests of each recipient. Click below to get started with
 Email Topic Owner

Ex: New Ebook or Monthly Who on your team is crafting

Email Newsletter this email?

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Email Send Date

Total

Status
Choose from the drop down
in each cell: Not Started, In
Progress, Ready to Test,
Scheduled, Sent.
Email Planning
Subject Line Email Link
Copy and paste the link to
What subject line are you your email or email draft
going to use to entice here from your email
recipients to open your software for you to keep
email? track of or your team to
review.
 Send List Suppression List(s) Total Emails Sent

Names of lists you want to

Name of your email list, such
exclude from your send. Ex:
as "Corporate Executives How many email addresses
Unengaged Leads and/or
Interested in Social Media did you send your email to?
Corporate Executives from
Topics"
SMBs

0
 Email Results Tracking
Total Emails Delivered Total Emails Opened Total Clicks

Of the email addresses you

Of the email addresses you How many unique
sent your email to, how
sent your email to, how individuals clicked a link in
many actually landed in an
many were opened? your email?
inbox?

0 0 0
l Results Tracking
Deliverability Open Rate Clickthrough Rate

Automatically calculates Automatically caclucates

Total Emails Delivered /
Total Emails Sent. Above
95% is ideal, but hard to
achieve if your list(s) are
purchased.
Automatically caclulates the
Total Emails Opened / Total
percent of recipients who
Emails Delivered. An open
clicked through from your
rate of 20% means that for
email (ex: to a landing page)
every 10 emails delivered, 2
out of total emails opened.
were opened.

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

#DIV/0! #DIV/0! #DIV/0!

 A/B Test Planning & Results
Summary of A/B Test
Leads Generated A/B Test Description
Results

How many new contacts did

Describe any A/B test you're
you get from email recipients What were the results?
conducting with this email
filing out the form on your Which variation won?
send.
landing page?