Note: To benefit from the full integration with HubSpot Marketing Emails from Scope, a HubSpot Marketing Hub “Professional” or “Enterprise” license is required. With the “Starter” license, the transfer from Scope to HubSpot can be achieved by manually copying and pasting the full HTML code from the final newsletter.

Step by Step Instructions

1. Prepare your Container-Template

Open the Design Manager via the menu Content → Design Manager:

Create a new file:

Select the file type HTML + HubL in the dialog:

Set the template type to Email, give the template a recognizable name in your system, and select the folder for the file location:

Delete all of the code in the new template and then paste code snippet below into the editor. Finally, click on Publish changes.

Note: The code snippet is mandatory in HubSpot to contain the sender address according to the CAN-SPAM act in the footer of the email. The container template in HubSpot will be updated at a later stage to enable the correct footer design for your newsletter.

English Version:

Code snippet will be updated at a later stage with the final design!

<!--
    templateType: email
    isAvailableForNewContent: true
-->

{{content.hs_email_body}}

<table width="100%" border="0" cellspacing="0" cellpadding="0">
    <tr>
        <td align="center">
            <p style="font-family: Helvetica, sans-serif;">
              <strong>{{ site_settings.company_name }}</strong><br/>
              {{ site_settings.company_street_address_1 }}<br/>
              {{site_settings.company_zip}} {{ site_settings.company_city }} ({{ site_settings.company_state }})<br/>
              <br/>
              In case of any questions we are happy to hear from you <a href="mailto:hello@thescope.com">via email</a> or simply by replying to this email.
            </p>

            <p style="font-family: Helvetica, sans-serif;">
              Update your <a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link }}">email preferences</a> to choose the types of emails you receive.
              <br/><br/>
              <a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link_all }}">Unsubscribe from all future emails</a>
            </p>
        </td>
    </tr>
</table>

German Version:

Code snippet will be updated at a later stage with the final design!

<!--
    templateType: email
    isAvailableForNewContent: true
-->

{{content.hs_email_body}}

<table width="100%" border="0" cellspacing="0" cellpadding="0">
    <tr>
        <td align="center">
            <p style="font-family: Helvetica, sans-serif;">
              <strong>{{ site_settings.company_name }}</strong><br/>
              {{ site_settings.company_street_address_1 }}<br/>
              {{site_settings.company_zip}} {{ site_settings.company_city }} ({{ site_settings.company_state }})<br/>
              <br/>
              Bei Fragen können Sie uns gerne <a href="mailto:hello@thescope.com">kontaktieren</a> oder auf dieses E-Mail antworten.
            </p>

            <p style="font-family: Helvetica, sans-serif;">
              Sie können die Art der E-Mails, die Sie von uns erhalten, anpassen, indem Sie <a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link }}">Ihre Präferenzen verwalten.</a>
              <br/><br/>
              <a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link_all }}">Von sämtlichen zukünftigen E-Mails abmelden.</a>
            </p>
        </td>
    </tr>
</table>

Nested Table

<!--
    templateType: email
    isAvailableForNewContent: true
-->

{{content.hs_email_body}}

<table width="100%" border="0" cellspacing="0" cellpadding="0">
    <tr>
      <td align="center">
        <table width="80%" border="0" cellspacing="0" cellpadding="0">
          <tr>
            <td style="text-align: center;">
              <p style="font-family: Helvetica, sans-serif;">
                <strong>{{ site_settings.company_name }}</strong><br/>
                {{ site_settings.company_street_address_1 }}<br/>
                {{site_settings.company_zip}} {{ site_settings.company_city }} ({{ site_settings.company_state }})<br/>
                <br/>
                In case of any questions we are happy to hear from you <a href="mailto:hello@thescope.com">via email</a> or simply by replying to this email.
              </p>

              <p style="font-family: Helvetica, sans-serif;">
                Update your <a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link }}">email preferences</a> to choose the types of emails you receive.
                <br/><br/>
                <a class="hubspot-mergetag" data-unsubscribe="true" href="{{ unsubscribe_link_all }}">Unsubscribe from all future emails</a>
              </p>
            </td>
          </tr>
        </table>
      </td>
    </tr>
</table>

Once this container template is created, reach out to our Customer Success Team (hello@thescope.com) and let them know about your newly created Container-Template. Make sure to share the path of your template with us, by copying the path as follows (right click on the template in the Design Manager):

2. Connect your Hubspot User

Video of the following steps: https://www.loom.com/share/7d93c07d646a4f9ca27ed40cb2d97b6a

Use your Scope credentials to log in on https://app.thescope.com/. Once you are logged in, navigate to the Output-Channel settings:

After clicking on "Hubspot Account“ and logging in to your Hubspot account, please confirm the connection by clicking "Connect app“:

Your Scope customer success team will configure your connection to HubSpot to use the container template from step 1. As soon as this is done, you can start to publish content to HubSpot by selecting HubSpot as an output channel within Scope.

Please note that after a successful first test, the code snippet for the mandatory footer in HubSpot usually requires an update. This will ensure that the footer is in line with your custom newsletter design. You will receive a custom code snippet from the Scope customer success team, that will replace the code in your container template.

3. Publish Content from Scope

The content curation process is the same as for every other channel. A quick summary can be found under Editorial Process (First Steps) or just get in touch with our customer success team via hello@thescope.com

On the publish screen you get to pick a subject, the name of the email as well as the Body-Template (if you do have more than one configured in your Scope workspace). The fields for the subject as well as the name can be left blank. Scope will generate an email name based on the current date and the subject can be chosen later in Hubspot.

Regardless of whether you choose to publish immediately or at a point in the future, this setting only determines when the marketing email draft will be created in Hubspot. Scope will never immediately send out an email.

4. Send your Marketing Email in Hubspot

Once the publication in Scope has been published on Hubspot a new draft Marketing email is created:

This draft email is a combination of the Hubspot-Based Container-Template and the contents of the Scope publication and can be processed, tested and of course sent, as any manually created marketing email.

Terminology

Term	Explanation

Term	Explanation
Container-Template	A minimal Hubspot email template that is created and maintained in the Design Manager of Hubspot.
Body-Template	The template for the main body/content of your email. This template defines the visual appearance of the elements of your Scope publication. This template is designed and maintained in collaboration with the customer success team at Scope.

Required Permissions of the User connecting Hubspot

To connect Hubspot/Scope you either need to be a super admin or have these settings:

Marketing Access - everything must be activated and under "More/Account“ the setting "App Marketplace Access“ must also be enabled.

Preparing your Hubspot Instance to Send Emails

Please follow the steps in these two articles to ensure you get the best possible delivery rate for your emails:

Create Marketing Emails in Hubspot