Email

Create marketing emails in the drag and drop email editor

Last updated: January 15, 2019

In Beta

Applies to:

Marketing Hub
marketing-starter-basic-pro-enterprise
Starter, Professional, Enterprise
Legacy Marketing Hub Basic

HubSpot's drag and drop email editor provides an intuitive interface to create and scale your email marketing efforts for your business. Each email created in the editor will render a clean and responsive design on any email client and device type.

 

Create a new email

  • In your HubSpot account, navigate to Marketing > Email.
  • Click Create email.
  • Choose a template based on the type of email you want to create. Each email template has customizable elements such as images and text fields, which are grouped into sections.

 

Edit email layout and content

  • To add more content to your template, click and drag a new element from the Content tab in the left pane directly into the email editor.
  • To modify your template layout, hover over an element and click the blue edge on the left to drag it to a new position. Click the clone icon duplicate or trash can icon deletet to clone or delete the element.

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  • In the left sidebar, click the Design tab to customize your template's fonts, headings, colors, border, and spacing.
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  • Click the area just outside your email content to select a section of elements to modify in the left sidebar. In the Section settings, you can:
    • Specify the number of columns and how they should be arranged in that section under Column layout.
    • Customize spacing, colors, and patterns for that section of your email.
  • Click an element to customize its content.
    • Images, buttons, and dividers can be customized in the left pane.
    • Text elements can be edited inline and styled with the rich text toolbar. You can insert emojis into your text field by clicking the emoji icon emoji.

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  • Click the footer to edit your office location information. In the left sidebar, click Manage to update your office address. Update the style of your text in the Font, Link font and Align options, and click the Unsubscribe dropdown menu to select an unsubscribe link type.

  • You can add personalization to your text by pulling in values directly from the contact records of your email recipients.
    • In the formatting bar, click the Insert personalization token icon contacts.
    • Click the Type dropdown menu to select whether the token will come from the Contact record or its associated Company record.
    • Click the Property dropdown menu to select which property value to pull into the email body.
    • Enter a default value that can be used for any contact without a value for this property and click Save. Then, click Insert to add the token to your text.
personalize-subject-line

 

Edit email settings

At the top of the screen, click the Settings tab. Here, you can customize the following settings:
  • From name: the name your recipients will see when they receive the email.
    • Click the dropdown menu to select a HubSpot user in your account, select the token to automatically pull in the first and last name of the user assigned as the contact owner for each recipient, or enter a new name.
    • Click contacts Personalize to use personalization to pull in a name stored as a property on the contact record.
  • From address: the email address the email is sent from.
    • Click the dropdown menu to select the email address of a HubSpot user in your account, select the token to automatically pull in the email address of the HubSpot Owner for the recipient, or enter a new email address.
    • Click contacts Personalize to use personalization to pull in an email address stored as a property on the contact record.
  • Subject line: the email subject line that appears in an inbox.
    • Enter your email subject in the Subject line field.
    • Click the emoji icon emoji to add emojis to your subject line.
    • Click test Smart to make the subject line smart (Marketing Hub Professional and Enterprise only).
    • Click contacts Personalize to insert a personalization token.
  • Preview text: add preview text that usually appears next to the email subject line in an inbox.
  • Internal email name: the internal name of the email that appears in the email dashboard. This name is not visible to email recipients.
  • Subscription type: select the email subscription type. Learn more about creating and using subscription types.
  • Campaign: select a campaign to associate with the email.
  • Language: select the language your email footer text and web version link text will appear in at the bottom of your email.

Click > Advanced settings to expand the section. Here, you can customize the following settings:

  • Web version: (Marketing Hub Basic, Professional, and Enterprise only) click to toggle the Web version switch on to enable a web version of the email.
    • Page title: the text of the web version that appears in the browser title bar and in search results.
    • Page URL: the URL of the web version. Click the domain dropdown menu to select a connected domain. In the text field, enter the page slug. Use only a "/" to publish to the home page of the domain.
    • Meta description: the meta description of the web version.
    • (Optional) Expire page on a specific date: select the Expire page on a specific date checkbox if you want to redirect the web version of the email to a HubSpot page or external URL at a scheduled date and time.
  • Customize plain text: HubSpot automatically creates a plain text version of your email to send in the event that a recipient cannot receive the rich text version. Click Customize plain text to edit the content of the plain text version.

 

(Optional) A/B test your email (Marketing Hub Professional and Enterprise only)

  • In the Settings tab, click to toggle the A/B test switch on.
  • In the dialog box, enter a name for the variation B email, then click OK.
  • After creating both versions of your A/B test email, you can switch between the two at any time. In the upper left of the content editor, click the Variation A or Variation B tab.
  • Once you've finished editing your A and B email variations, click the Settings tab. In the A/B test section, you can configure your testing options:
    • A/B distribution: use the slider to decide what percentage of contacts will receive Variation A and Variation B. You can also set the slider to send Variation A to 50% and Variation B to 50%. This will send one email variation to half of the contacts in the list, and the other email to the other half of contacts. This lets you analyze the statistics of the two emails after the send to see which variation was more successful.
    • Winning metric: if you've opted to send variations A and B to a smaller group, then send the winning version to the remaining recipients, click the Winning metric dropdown menu to select the metric that determines how the winning variation will be chosen: Open rate, Click rate, or Click through rate.
    • Test duration: use the slider to set a time period to gather data before choosing a winner and sending the winning variation. Your A/B test can run for up to 100 hours. If the results of the test are inconclusive after the test duration, Variation A will be sent to the remaining recipients.

Please note: you can run a full-split (50/50) A/B test using any sample size. All other sample splits require a list that includes at least 1,000 recipients, excluding any contacts that previously hard bounced or unsubscribed.

 

Review your email

  • In the upper right, click Next to advance to the Review tab. This shows any missing or suggested items. Required items will be flagged in red, while additional items will appear for review under Suggestions.
  • Click Resolve to navigate to the section of the email editor that needs to be updated.
  • In the upper right, click the Actions dropdown menu and select Preview to see what your email will look like for your recipients on different device types.
    • The Devices tab will show how your email will render on a desktop or mobile device. By default, your email will render with default values for personalization. Click the Preview as specific contact dropdown menu to preview your email as a specific contact.
    • Click the Clients tab and select the checkbox(es) for any email client you want to test, then click Test my email now. At the bottom of your clients list, you can see the results of earlier client tests for this email.

Please note: Marketing Hub Starter users don't have access to email client previews.

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  • You can also send a test email to yourself or another user in your account:
    • In the upper right, click the Actions dropdown menu and select Send test email.
    • In the right pane, click the Choose one or more recipients dropdown menu to select recipient(s) for your test email.
    • (Optional) Click the Receive email as specific contact dropdown menu to preview the email as it will appear to a specific contact. This is useful for testing personalization.
    • Click Send test email.

 

Send or schedule your email

  • In the upper right, click Next.
  • Click the Send to dropdown menu and select the list(s) and/or individual contact(s) to add them to the recipient list.
  • Click the Don't send to dropdown menu and select the list(s) and/or individual contact(s) to exclude them from the recipient list.
  • Click the Don't send to unengaged contacts checkbox to exclude contacts with low engagement. This feature is best used after you've already sent a few email campaigns from HubSpot, so there is data to identify your unengaged contacts.
  • In the right sidebar, select Send now to send your email right away, or select Schedule for later to send it at a specific date and time in the future.

  • In the upper right, click Send or Schedule.

 

Further reading