Create marketing emails in the drag and drop email editor

You can use the drag and drop email editor to create marketing emails by adding pre-built modules. If you'd prefer to use coded templates, it's recommended to use the classic editor. 

Create a new email

1. In your HubSpot account, navigate to Marketing > Email.
2. In the top right, click Create email.
3. In the right panel, select an email type:
   • Regular: a single send email that you can send to a segment of your contacts.
   • Automated: an email that you can send repeatedly using a workflow.
   • Blog/RSS: an email that will be sent out to your blog or RSS subscribers automatically when you publish new content to your blog or RSS feed.
4. Hover over a template and click Choose template. To see additional templates, click All templates in the left sidebar if not already selected. 

Edit email content

Once you've created a marketing email, you can customize the content. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. To add a new module to the email, click the module in the left sidebar editor, then drag it into position in your email. 
4. To rearrange modules within the email, hover over a module, then click and drag it into a different position. You can drag modules to the right or left of existing modules to create a new column in that section of the email. 
5. To edit the content of a module, click the module in the email layout. Some modules, such as Text modules, can be edited directly within the layout, while others are customized entirely in the left sidebar editor. 
6. To clone a module, hover over the module, then click the duplicate cloneclone icon.
7. To delete a module, hover over the module, then click the deletet delete icon.
8. To hide a module from recipients viewing it on the device selected at the top of the editor (mobile or desktop), hover over the element, then click the hide hide icon. Learn more about hiding modules. 

Edit email design

You can edit your email's overall design, as well as the design options for individual modules. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the styles template design icon in the left sidebar. 
4. Select a format for your email: 
   • Default: the most customizable format. With the default format, you can set up custom columns and padding. 
   • Boxed: a streamlined format, where all content fits within a single bordered area.
   • Plain text: a simplified layout with no columns or padding. Plain text emails are recommended primarily for one-to-one communication. 

5. In the Template section, set general styling guidelines for the email, including the following:
   • Body color: the background color for the email body. Enter a hex code or click the color picker and select a color. 
   • Border width: how many pixels wide the border is between the email's content and its padding. 
   • Color: the border's color. 
   • Background type: whether the background for the email is a single color or has a pattern. 
   • Background color/pattern: set a background color or pattern to appear behind the content of the email. When setting a background pattern, you can also set a background color to render if an email client won't render background images. 
6. In the Text styles section, set styling guidelines for the email's text. You can set specific fonts, as well as font sizes and colors, for paragraph, h1, and h2 text. You can also set a color and style for all links. 
7. In the Buttons section, set styling guidelines for the email's buttons. You can set the button's radius and color. For the button's text, you can set a font, as well as font color, size, and style. 
8. In the Dividers section, set styling guidelines for the email's dividers. You can set the divider's height and color, as well as its style (solid, dashed, or dotted). 
9. In the Padding section, set styling guidelines for the email's padding. To apply the same padding to all sides, select the Apply to all sides checkbox. To apply individual padding at the top and bottom of the email, enter a pixel value in each field. You can also select a checkbox to remove padding on all mobile devices. 

Use saved email sections

You can save a section of a marketing email to reuse in other marketing emails. 

Edit a section

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click a section.
4. In the Visibility section, set the section's visibility on different devices: 
   • To set the section's visibility, click Show or Hide. 

• • To set mobile and desktop visibility separately, toggle the All devices switch off. Then click Show or Hide in the Desktop and Mobile sections. 

5. In the Columns section, click a column arrangement. This controls the number and size of the section's columns. 
6. In the Column alignment section, select Top, Middle, or Bottom. This controls where the vertical alignment of modules in the section. 
7. In the Stacking section, select the stacking behavior of the columns. This controls how the modules will appear on mobile devices. 
8. In the Background section, you can set a background for the email. Click to toggle the All devices switch off to set the mobile and desktop background separately. 
9. In the Spacing section, you can add top and bottom padding to the section. Click to toggle the All devices switch off to set the mobile and desktop padding separately. 

Save a section

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, hover over a section, and click the saveEditableView save icon.

4. In the dialog box, enter a name for the section, then click Save. 

Use a saved section

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Sections tab in the left sidebar editor. 
4. In the Saved sections section, click and drag a saved section into the email. 

Manage saved sections

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Sections tab in the left sidebar editor. 
4. In the Saved sections section, click Manage. 

5. You can filter your saved sections with the View and Sort dropdown menus to locate a specific saved section. 
6. In the right panel, click the Actions dropdown menu next to a saved section and select an option: 
   • Add to favorites: add this section to your favorite sections so you can find it more easily. 
   • Hide: make this section inaccessible from the sidebar editor. You will still be able to access it when managing sections if you filter for hidden sections. 
   • Show: if you've hidden this section, restore it to the sidebar editor. 
   • Delete: permanently delete this section. You will need to confirm in a dialog box that you want to delete this section. Any emails using the section won't be affected. 

Edit sending information

On the Inbox tab, you can edit the subject line, preview text, from name, and from address of the email. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Inbox tab. 
4. In the Subject line field, enter a subject line for your email. To add personalization tokens, click Personalize. Learn more about personalizing email subject lines
5. In the Preview text field, enter a summary of the email that will display in some email clients. 
6. Click the From name dropdown menu and select a sender.
7. To add a new sender:
   • Click the From name dropdown menu and select Add from name. 
   • In the dialog box, enter a from name, then click Add from name. 
8. To delete a from name as an option:
   • Click the From name dropdown menu and select Manage from names.
   • In the right panel, click the delete icon next to the name. Names of users cannot be deleted. 
9. Click the From address dropdown menu and select an email address that will display as the sender's email. 
10. To add a new email address:
    • Click the From address dropdown menu and select Add email address.
    • In the dialog box, enter an email address, then click Add email address. 

Please note: to use an email address as a from address, it must either be hosted on a connected domain or verified. Learn more about verifying email addresses to send marketing emails.

11. To delete a from address as an option:
    • Click the From address dropdown menu and select Manage email addresses.
    • In the right panel, click the delete icon next to the email address. Email addresses of users cannot be deleted. 
12. By default, email replies will go to the email set as as the from address. To send replies to a different email address: 
    • Clear the Use as reply-to address checkbox. 
    • Click the Reply-to address dropdown menu and select an email address. Learn more about tracking replies to marketing emails. 

Edit recipients

On the Send to tab of the email editor, you can edit the email's sending method, subscription type, and recipients. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Inbox tab. 
4. To change the type of email, click the Sending method dropdown menu and select a sending method: 
   • To a list of contacts: the email will send immediately or at a scheduled time to the contacts and lists you select. 
   • Through an automation: the email will send in a workflow when the workflow enrollment triggers are met. Learn more about creating automated emails. 
   • Through an API: the email will be sent outside of the email editor using an API. Learn more about sending marketing emails with single-send API in our developer documentation. 
5. Click the Subscription type dropdown menu and select a subscription type that applies to the content of this email. Learn more about setting up subscription types.
6. Click the Send to dropdown menu and select the checkbox next to each contact or list you want to receive the email. 
7. Click the Don't send to dropdown menu and select the checkbox next to each contact or list you don't want to receive the email. 
8. By default, emails won't be sent to unengaged contacts, i.e. those that haven't opened your last 11 marketing emails. To turn off this setting, clear the Don't send to unengaged contacts checkbox. Learn more about managing unengaged contacts.
9. If you have a Marketing Hub Enterprise account and are using an email frequency safeguard, you can exempt this email from that feature. To do so, clear the Apply email frequency cap to this send checkbox. Learn more about email frequency safeguards.
10. In the right panel, you will see how many contacts set as recipients will receive this email. To access more information about individual contacts who won't receive the email, click Review them. 

Schedule email sending

On the Schedule tab, you can schedule an email to send at a specific date and time. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Schedule tab. 
4. In the When will you send the email? section, select Schedule for later. To send the email immediately, select Send now instead. 
5. Click the Date field and select a date. 
6. To use data from previous emails to generate an optimal sending time, click Suggest best time to send. 
7. Click the Time dropdown menu and select a time. 
8. In the What time zone do you want to use? section, select a time zone option: 
   • Account default: the email will be sent at the specified time using the account's time zone. 
   • My time zone: the email will be sent at the specified time using the user's time zone. 
   • Recipient's time zone (varied): the email will be sent at the specified time using the time zones on the contact records of the recipients. Any recipients without time zone data will be sent the email using the account's time zone. 

Manage email settings

On the Setup tab, you can set a campaign, language, office location, web version, and internal name, among other options. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Setup tab. 
4. Click the Campaign dropdown menu and select a campaign to associate with the email. Learn more about working with campaigns. 
5. To limit the users that can access this email, click Edit permissions in the Manage access section. Learn more about limiting access to assets. 
6. To edit the internal name of this email, enter a new name in the Internal email name field. This name will not be shown to anyone accessing the email or its web version. 
7. To create a shareable web page of your email, toggle the Web version switch on. Learn more about working with email web versions.
8. To edit the plain text version of your email that is sent to contacts whose inboxes do not support the rich text version, click Edit in the Plain text section. Learn more about working with plain text emails. 
9. If you have a Marketing Hub Enterprise account, to change the office location used in the email's footer, click the Office location dropdown menu and select an office location. Learn more about managing office locations. 
10. To set the language of your email, click the Language dropdown menu and select a language. If you selected a supported language, default modules will be translated into that language. 

Set up automation

On the Automate tab, you can set up simple workflows to automate actions after the email is sent.

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Automate tab. 
4. Create a simple workflow. 

Preview and test an email

Before you send the email, you can preview it as a specific contact or using a specific email client, or you can preview the email in your inbox using a test email. 

Preview an email as a contact

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Preview and test dropdown menu in the top right and select Preview as contact. 
4. In the top left, click the Preview as contact dropdown menu and select a contact. 
5. To preview the email in dark mode, click the Display options dropdown menu in the top right and toggle the Dark mode preview switch on. 
6. To preview the plain text version of the email, click the Display options dropdown menu in the top right and toggle the Plain text view switch on. 

7. To share a link to the preview with other HubSpot users, click Copy shareable link in the top right. Only users logged in to HubSpot can view the link. 

Preview an email in different email clients

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Preview and test dropdown menu in the top right and select Inbox preview. 
4. To also preview the email as a specific contact, click the Preview as contact dropdown menu in the top left and select a contact.
5. By default, the most popular email clients will be selected to include in the inbox preview. To deselect an email client, click the X to the right of its name in the left sidebar. 
6. To select additional email clients, click to expand each client name (for example, Firefox), then select the checkbox next to each variation of that client you want to test. 

7. To test how the email will appear in dark mode in specific email clients, click to expand the Dark mode section and select the checkbox next to each variation. Learn more about testing emails in dark mode. 
8. In the top right, click Test my email now. 
9. Once the test has finished processing, click theleftleft arrow and rightright arrow icons to switch between different email clients. 
10. If it's supported by the email client, toggle the Image blocking switch at the top of the preview to see how the email will appear without images. 

Send a test email

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click the Preview and test dropdown menu in the top right and select Send test email. 

4. In the right panel, click the Send test to dropdown menu and select a recipient. 
5. To receive the test email as a specific contact, click the Preview as contact dropdown menu and select a contact. 
6. To receive a test email of the plain text version of the email, click to expand the Advanced section and select the Send plain text version checkbox. 
7. Click Send. 

Finalize the email

Once you've finished setting up and drafting your email, you can send or publish it. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the top right, click Review and publish, Review and schedule, or Review and send, depending on the way you've set up your email. 
4. In the Required fields section, you can actions you must take to send the email. 

5. In the Warnings section, you can review empty fields and other recommendations to improve the email experience for your recipients. You are not required to fill out these fields to send the email. 
6. In the Suggestions section, you can review additional suggestions for improving your email. You are not required to implement these suggestions to send the email. 
7. Review the email's information, including total recipients, send time, and any simple workflows that will run after you've sent it. 
8. When you're finished resolving errors and reviewing the email, click Publish, Schedule, or Send.