Email Marketing Workflow & HubSpot Analytics | CCIDM at Cal Poly Pomona

Email Marketing Workflow & HubSpot Analytics

Jarrod Griffin presents a practical, end-to-end workflow for managing professional email campaigns in HubSpot. The session walks through how teams move from an initial idea and draft to stakeholder review, approvals, building the email in the CRM, quality assurance checks, launching the send, and documenting lessons learned for future campaigns. 

The training also demonstrates how to automate subscriber intake from a Qualtrics form into HubSpot—mapping fields correctly, updating existing contacts to prevent duplicates, capturing consent, and triggering an automatic opt-in or welcome confirmation email using a HubSpot workflow. The final section shows how to interpret HubSpot email analytics with an emphasis on deliverability, bounce categories, and engagement, and explains why click-based metrics are more reliable than open rates under modern privacy protections.

Learning Outcomes 

1. Collaborate with their boss to create a publish-ready email to segments
2. Send & interpret an email via a CRM (HubSpot) 
3. Trigger an opt‑in confirmation automatically from a contact info form (Qualtrics)
4. Preview & test email rendering across various devices and clients 
5. Evaluate campaign performance using actionable KPIs