Before you send your first email, it's important to review your email settings to get the most out of HubSpot's email features.
In addition to the settings below, Marketing Hub Enterprise accounts can set up send frequency settings for marketing emails.
- In your HubSpot account, click the settings icon settings in the main navigation bar.
- In the left sidebar menu, navigate to Marketing > Email.
- Your marketing email settings include:
On the Configuration tab, set your default email size, colors, and email footer information.
Your email footer contains the physical address of your business. This information is automatically included in the footer of all marketing emails. The following fields are required to send marketing emails:
- Office location name
- Company name
Learn more about how to manage your email footer in HubSpot.
If you're using the classic email editor to publish your marketing emails, you can edit the width and padding of your email body in the Size section. The sizes that you set here apply to all marketing emails that you create in HubSpot.
Enter the number of pixels for the following:
- Email body width: the space for your email content such as text and images. By default, this is set to 600px, which renders across most common email clients.
- Email body padding: the space between your email content and the outer edge of the email border. By default, this is set to 30px, which renders across most common email clients.
Select the default fonts used in your marketing emails. To apply a custom font, you'll need to edit the HTML markup of your template.
- Use the
dropdownmenus to choose your primary and secondary font and font size.
- Click the color bubble for any of the default colors you want to update. Click the color gradient to select a color and shade. Or you can manually enter a hexadecimal value.
Select the default colors for your email body and border, and select favorite colors. These colors will be available in the email editor and any other rich text module.
- Click the color bubble next to the default colors you want to update. Click the color gradient to select a color and shade, or manually enter a hexadecimal value.
- To add a border to your email body, click the Border color options dropdown menu. Click the color bubble to select a border color or enter a hexadecimal value.
RSS email date format
- To select a language for the dates listed at the top of your RSS emails, click the Language for dates dropdown menu to select a language. This will dynamically update the options available for your RSS email date format below.
- To select a date format for your RSS email, click the RSS email date format dropdown menu and select a date format.
Default values for personalization
Set your global defaults for contact and company personalization tokens. Learn more about setting global defaults for personalization tokens.
- Click Edit defaults.
- In the dialog box, search for and select a property, then enter a default value.
- Click Save.
Manage your email preference page templates, and your marketing email subscription settings.
Subscription page preferences
Click the dropdown menus to select the template you want to use for the subscription pages, and click Edit page to edit the selected template.
- Subscription preferences page: the page where contacts manage their opt-in status for your email subscription types.
- Unsubscribe backup page: the page displayed when the visitor to the unsubscribe page isn't recognized as a contact.
- Subscription update confirmation page: the page your contacts see after they update their subscription preferences.
Don't send to unengaged contacts
This feature uses data from previous email campaigns to exclude contacts who haven't been opening and clicking your marketing emails.
- Click to toggle the Don't send to unengaged contacts switch on to enable this feature.
- You can manage this setting for an individual email on the Recipients tab of the email editor.
This setting allows contacts who previously opted out of all emails to manage their email subscription preferences on any HubSpot form.
Please note: you will not be able to use the Forms API with an email resubscription form.
- Create and publish your resubscription email:
- Click Edit email.
- You'll be redirected to the email editor for your resubscribe email. Edit the email details. This resubscription email has pre-populated text you can customize, but you must keep the update your subscription preferences link.
- When your email is ready, click Next in the upper right.
- Click Publish to take the email live, and you'll be redirected back to your email settings.
- Click to toggle the Resubscription email switch on, then click Save.
Compliance copy email
Double opt-in adds a follow-up email confirmation step to verify new contacts created via form. Enabling this setting improves email deliverability, because all new contacts verify their email is correct and confirm they want to hear from you.
Your email subscription types summarize the type of content your subscribers will receive when they opt in. You'll have a Marketing Information email subscription type in your account by default. To create a new subscription type:
- Click Create subscription type.
- Enter a name and internal description for your subscription type.
- Select the Active checkbox. This ensures the subscription type will appear on your email preferences page.
- Enter a public-facing preview of your email subscription type. This information will appear on your email preferences page.
Learn more about how to create and manage your subscription types, and how these types impact contact properties and more.
Please note: if you have enabled GDPR functionality and selected the Only allow marketing emails to be sent to contacts who have a legal basis to communicate checkbox, emails can only be sent to contacts who have an Opted in status. Keep in mind that contacts with the Legal basis for processing contact data property set to Not applicable can still receive emails that they didn't explicit subscribe to. Learn more about tracking the lawful basis for processing your HubSpot contacts.
- Track email opens: toggle the switch on to track how many recipients opened your marketing email and displays those details in your email performance data, dashboard reports, and email engagements on the contact timeline. The Track email opens setting must be enabled in order to use the Track clicks setting.
Please note: if your disable the Track email setting, HubSpot will still anonymously track this data to support the network health of HubSpot's email sending infrastructure.
- Track clicks: toggle the switch on to count the number of clicks each link in your email receives after you send it. Clicks on email tests won't be included.
- Click tracking domain: view the domain that the links in your email reference. This is the HubSpot domain connected for your email tool. Referencing your own domain looks more trustworthy to email filters and improves deliverability. Click Manage domains to connect a different domain.
- Source tracking: select if and how HubSpot identifies the source of traffic to your website based on utm tracking parameters. If you select Add source tracking tags to all URLs or Add source tracking only if no existing tags in URL, HubSpot will automatically add the following source tags to relevant links in your emails so traffic from email clicks is attributed to marketing emails:
- utm_content=[email ID number]
- utm_campaign=[campaign name]
- Identity Tracking: toggle this switch on to identify which contacts clicked the links in your marketing email. These clicks appear in your email performance data and on the contact record. The identity is based on the recipient's email address.
Please note: when click tracking and identity tracking are enabled, email clicks set a cookie on the visitor's browser that's linked to the recipient's contact record. If the contact forwards their email to someone else, all clicks are still attributed to the original recipient. Learn more about how cookie tracking work in HubSpot.
On the SMTP tab, you can learn more about the transactional email add-on. Customers who have purchased the add-on can view and manage their transactional email tokens here.
Learn more about how to create SMTP API tokens in the developer documentation.