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Send a follow-up email in HubSpot after a demo

Compose and send a follow-up email to Jane Doe in HubSpot after a demo by managing her contact details, customizing your message, and confirming delivery.

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·8 Schritte·104 Aufrufe·Veröffentlicht

Compose and send a follow-up email to Jane Doe in HubSpot after a demo by managing her contact details, customizing your message, and confirming delivery.

Step-by-step Guide8 Schritte
  1. Click the Contacts link

    Selecting the 'Contacts' link will navigate you to the section where you can manage your contacts, view details, and update information as needed.

    Click the Contacts link
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  2. Click on Jane Doe's contact row

    This action opens the detailed view of Jane Doe's contact information, allowing you to edit or manage details such as email, phone number, and contact ownership.

    Click on Jane Doe's contact row
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  3. Click the Create an email button

    This action opens the email composition window, allowing you to draft and send a message to Jane Doe.

    Click the Create an email button
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  4. Click the 'Click here.' link

    This action will allow you to manage your email preferences or subscription settings, enabling you to customize how you receive emails from this contact.

    Click the 'Click here.' link
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  5. Type your email message

    In the email window, enter your message in the body field to communicate with Jane Doe. You can also customize the subject line as needed before sending.

    Type your email message
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  6. Click here to send an email

    Clicking this link will initiate the email sending process, allowing you to compose and send a message to the selected contact, Jane Doe.

    Click here to send an email
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  7. Fill in the Email Subject Line

    Enter a brief and descriptive subject for your email to Jane Doe. This helps the recipient understand the purpose of your message at a glance.

    Fill in the Email Subject Line
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  8. Click the Send button

    Clicking the 'Send' button will transmit your email to Jane Doe, confirming your message delivery.

    Click the Send button
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