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Set up a compliance copy email

Last updated: August 17, 2021

Applies to:

Marketing Hub Professional, Enterprise
CMS Hub Professional, Enterprise
Legacy Marketing Hub Basic

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. 

Please note:
  • 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 free email providers (e.g., Gmail, Yahoo, 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 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.
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