Last updated: January 19, 2023
The compliance copy email feature automatically BCCs all outgoing messages, excluding one-to-one emails and test marketing emails, to a designated email address.
This feature is available for organizations required to evaluate all outgoing messages for compliance to standards set by the U.S. Securities and Exchange Commission (SEC). A simple way to do this is to automatically BCC all outgoing marketing emails to a designated email address where these messages can be reviewed for compliance later.
- Sending a marketing email will generate a compliance copy email for each unique recipient. For example, if you send a marketing email to 1,000 contacts, you'll receive 1,000 compliance copy emails. Common email providers (e.g., Gmail, Yahoo, Outlook.com) can't handle this type of email volume. If you connect and use a personal inbox for the BCC recipient, make sure the email provider can handle a high volume of compliance copy emails.
- Any compliance copy emails sent count towards your email send limit.
- In your HubSpot account, click the settings icon in the main navigation bar.
- In the left sidebar, click Marketing > Email.
-
Click the Subscriptions tab.
-
Switch the Compliance copy email toggle on.
-
In the dialog box, enter the email of the person who will be receiving the BCC of all outgoing emails. Then click Save to send a confirmation email to the recipient.
-
If you need to update the recipient for your compliance copy email, click Edit recipient.
