Mail Genius Training

In this training, we will guide you through the HubSpot platform to become a mail genius. If you've been tasked with owning communications and contacts for your team or program, this training is for you!

We'll cover your responsibilities as a mail genius, lists, internal naming conventions, drafting and sending emails, email deliverability, and communication ownership. Additionally, I will talk about the responsibilities of owning your contact list and the quarterly cleanup process. Finally, I will mention our ongoing efforts to improve the HubSpot platform for a better user experience. By the end of this training, you'll have access to best practices, structures, and data conventions for your team.

If you have any questions or need access to the platform, please reach out to us. Don't forget to message us once you've completed the training!

Start here 👉🏾 Mail Genius Slide deck

Mail Genius Training Video (Pt. 1)

  • 00:00 Introduction and Responsibilities
  • 01:24 Types of Lists: Static and Active
  • 02:33 Creating Lists and Naming Conventions
  • 03:18 Creating and Setting Out Emails
  • 03:48 Must-Haves for Emails: Headers, Footers, and Personalization
  • 05:19 Managing Non-Deliverables

Mail Genius Training Video (Pt. 2)

  • 00:00 Introduction
  • 00:40 Bounces and Unsubscribes
  • 01:22 Responsibilities and Cleanup
  • 02:25 Improving the HubSpot Platform

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