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Email

Create and send marketing emails in the updated classic editor

Last updated: March 16, 2021

Applies to:

Marketing Hub Professional, Enterprise
Legacy Marketing Hub Basic

The updated version of the classic email editor makes it easier to edit, review, and publish your marketing emails.

You can also convert an email created using the updated editor into a drag and drop email template.

Please note: as of January 11, 2021, all accounts have been migrated to use the updated classic editor, but your old templates will still work in the updated editor. This change does not impact emails created using the drag and drop email editor. Learn more about this update in this HubSpot community post: New Email Editor Experience (For Classic Editor).

Using email templates from the old classic editor

The updated classic editor still supports all of the same functionality as the old classic editor, which includes support for custom email templates. 

  • Any existing email templates you created will still be available in the updated editor, and you can edit your templates at any time in the design manager.
  • If you clone an existing email that used a custom template, you can select whether you want to build the clone with the updated classic editor or the drag and drop email editor.

Create a new email

  • In your HubSpot account, navigate to Marketing > Email.
  • In the upper right, click Create email.
  • In the dialog box, select an email type:
    • Regular: a personalized email that you can send to a segment of your contacts.
    • Automated: a personalized email that you can configure to send to certain contacts when they trigger a workflow.
    • Blog/RSS: an email that will be sent to subscribers automatically when you publish new content to your blog or RSS feed.
  • Under the Custom tab, select an email template.

Edit email layout and content

  • Click an element to customize its content.
  • 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.

updated-classic-editor-edit-content

A/B test your email

  • In the top left of the editor, click test Run a test.
  • 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.

Preview or test your email

Before you send or schedule your email, you can preview what it will look like to your recipients on different device types. 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 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.

preview-email-gif-1


  • 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.

  • To convert your email into an automated email to use in workflows, click the Actions dropdown menu and select Convert to automated 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, choose a sending option and see how many contacts will receive your email:
    • 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.
    • You can see how many contacts will receive your email under Total Recipients, based on the lists and individual contacts you selected. If you've chosen a list to include, the Total Recipients number will not count any contacts from the list who've unsubscribed from or never subscribed to your marketing emails.

merged-classic-editor-send-or-schedule

  • To use the email in a workflow, click the Actions dropdown menu, then select Convert to automated email.
  • In the upper right, click Review and send to review warnings for your email. If your email is larger than 102KB, you'll see an alert that Gmail will clip some of your email content for your recipients.
  • After you've sent or scheduled your email, you can send it to more recipients if you forgot to include them when you first created the email:
    • In your HubSpot account, navigate to Marketing > Email.
    • Click the name of the sent or scheduled email that you'd like to send to additional recipients.
    • In the upper right, click the Actions dropdown menu, then select Send to More.
    • 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.
    • Click Send.

Convert a classic email into a drag and drop email template

If you created or drafted a marketing email using the classic email editor, you can convert it into a drag and drop email template. This allows you to use the updated drag and drop email editor experience.

To convert a classic email into a drag and drop email template:

  • In your HubSpot account, navigate to Marketing > Email.
  • Hover over the email you'd like to convert to a drag and drop template, then click Edit.
  • In the left sidebar, click the Design tab.
  • Click the Actions dropdown menu, then select Convert to drag and drop.
  • In the dialog box, click Convert to drag and drop.

convert-classic-email-to-dnd-template

Please note:

  • If the classic email you're converting includes custom modules, you may notice a few discrepancies in the resulting drag and drop email template. For example, a logo module in a classic email will become an image module, and a main email body module will become a rich text module.
  • Any locked modules or global groups in the converted email must be edited on the template level in the design manager.