Email

Set up an email frequency safeguard

Last updated: October 31, 2018

Applies to:

Marketing Hub
marketing-enterprise
Enterprise

Good email campaigns keep your subscribers engaged without overloading their inbox. Marketing Hub Enterprise users can use the email frequency safeguard feature to set a maximum number of marketing emails each contact can receive in a given time period. 

When you turn this setting on, it's automatically applied to all your marketing emails. This includes batch marketing emails, blog notification emails, and automated emails sent through workflows. Transactional emails and emails sent through the CRM aren't included in the email frequency cap, and will always be sent to your recipients.

Please noteif there's a specific email that you want all contacts to receive, you can disable the email frequency cap setting on the Recipients tab in the editor. If you use workflows to send essential automated emails, you should disable this setting for each of those emails.

Enable the email frequency cap setting

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Marketing Email.
  • Click the Send frequency tab and select the Recipients receive a set number of emails radio button to enable the feature and choose your settings:
    • Enter the Maximum number of emails per recipient
    • Choose the Frequency for how often this maximum will be measured. For example, if you only want your contacts to get 4 emails per week, you would set the maximum number of emails to 4 and the Frequency to weekly.

Please note: after a contact reaches the maximum number of emails, they'll be dropped from future marketing emails until the next day, week, two weeks, or month begins.

send-frequency-setting

Disable the email frequency cap on a specific email

  • In your HubSpot account, navigate to Marketing > Email.
  • Hover over the email you want to update and click Edit.
  • Click the Recipients tab.
  • Clear the Enable send frequency cap for this send checkbox. This ensures this email will be sent to all contacts.

disable-send-frequency-cap

Resend an email that was accidentally sent with this setting enabled

Please note: the send to more feature automatically drops any contacts that were included in the original send, and will not help you resend emails that had the email frequency cap enabled.

  • In your HubSpot account, navigate to Marketing > Email.
  • Click the name of the email you want to resend.
  • Click the Recipients tab.
  • Click the Not sent tab to see which contacts were omitted from the send.
  • Click the Filter by dropdown menu and select Reached frequency cap.
  • Click the List actions dropdown menu and select Create a new list.

filter-recipients-list

  • Give your new list a name, then click Create list.
  • At the top of your recipients dashboard, click Back to all emails. 
  • Create a clone of your to email to send to the list you've just created. Your original email's settings and all the original recipients will be included by default.
  • Click the Recipients tab and remove your original email recipients lists.
  • Select the new contact list you just created.
  • Disable the email frequency cap setting by clearing the Enable send frequency cap for this send checkbox. 
  • Click Send.
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