Create marketing emails in the updated 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 a sending method:
   • Regular: send or schedule a single email to specific contacts or contact-based lists.
   • Automated: create and save an email for automation using workflows. This option is only available for accounts with a Marketing Hub Professional or Enterprise subscription. 
   • Blog/RSS: create and save an email for your blog or RSS subscribers. This email will be sent automatically when you publish new content to your blog or RSS feed.
4. In the left sidebar menu, select the template types to review email templates for different use cases. For example, you can use event, newsletter, engagement templates, and more. To see all available templates, click All templates.
5. Hover over a template and click Choose template. 

Edit email content

After creating a marketing email, customize your email 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 and drag the module from the left sidebar editor into position in your email. 
4. To rearrange modules within the email:
   • Hover over a module, then click and drag the module 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 when viewing on certain device types:
   • At the top of the email editor, select the device type that you'd like to hide the module for.
   • In the email preview, 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 left panel, click the styles TTttemplate design icon.
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.
   • Simple: 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:
   • Body color: set the background color for the email body. Enter a hex code or click the color picker and select a color. 
   • Border width: if using a Boxed format, set the border width in pixels.
   • Color: if using a Boxed format, set the border color. Enter a hex code or click the color picker and select a color.
   • Background type: set a background as a solid color or as a pattern.
   • Background color/pattern: choose a background color or pattern. 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 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 buttons. You can set the button radius and color. For the button 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 dividers. You can set the divider height and color, as well as its style (solid, dashed, or dotted). 
9. In the Spacing section, set styling guidelines for the email 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.
   • To remove padding on all mobile devices, select the Remove padding on mobile devices checkbox. 

Edit plain text content

The plain text version of a marketing email is sent to contacts whose inboxes don't support the rich text version. This version automatically updates as you edit the rich text version, but you can make manual edits. 

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the email editor, click Display options at the top of the page.
4. In the pop-up box, toggle the Plain text version switch on. 
5. Edit the content of the email. 

Use saved email sections (Marketing Hub Professional and Enterprise only)

In accounts with a Marketing Hub Professional or Enterprise subscription, 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 in the email preview.
4. In the left panel, under Visibility, 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 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. 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. 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 preview, 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 email editor, click the Sections tab in the left sidebar editor. 
4. Under Saved sections, 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 email editor, click the Sections tab in the left sidebar editor. 
4. In the Saved sections section, click Manage. 

5. In the right panel, you can filter your saved sections with the View and Sort dropdown menus.
6. Click the Actions dropdown menu next to a saved section and select from the following: 
   • Add to favorites: add this section to your favorite sections.
   • Hide: remove this section 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. In the dialog box, click Delete section to confirm. This action cannot be undone. Any existing emails using the section won't be affected. 

Edit recipients

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. At the top of the email editor, click the Send to section. 
4. To change the type of email, click the Sending method dropdown menu in the left sidebar editor and select a sending method: 
   • To a list of contacts: send or schedule for specific contacts or contact-based lists.
   • Through an automation: send using a workflow when the workflow enrollment triggers are met. Learn more about creating automated emails. 
   • Through an API (Marketing Hub Enterprise only): send 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 the 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 want to exclude from receiving the email. 
8. By default, emails won't be sent to unengaged contacts, as in recipients who 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 the frequency cap. To do so, clear the Apply email frequency cap to this send checkbox. Learn more about email frequency safeguards.
10. At the bottom of the left sidebar editor, you'll 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 reasons.

Edit sending information

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. At the top of the email editor, click the section with the from address, subject line, and preview text. 
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'll 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 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. 

Schedule email sending

You can schedule an email to send at a specific date and time. This option is not available for automated emails.

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the left sidebar, click the time schedule icon. 
4. To send the email immediately, select Send now in the left sidebar editor. 
5. To set up scheduling for a regular email: 
   
   • Select Schedule for later. 
   • Click the Date field and select a date.
   • Click the Time dropdown menu and select a time. 
   • In the What time zone do you want to use? section, select a time zone option: 
     • Account default: send at the specified time using the account's time zone. 
     • My time zone: send at the specified time using the user's time zone. 
     • Recipient's time zone (varied): send 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. 

6. To set up scheduling for a blog or RSS email: 
   • Click the Time dropdown menu and select a time. This option will not appear if your frequency is set to Instant. 
   • If you’ve selected weekly or monthly, the date options will depend on the frequency selected when setting up your email: 
     • If you’ve selected weekly, click the Day of the week dropdown and select the day that you’d like the email to send. 
     • If you’ve selected monthly, click the Day of the month dropdown and select the day that you’d like the email to send. 
   • If exact timing isn't critical, select the Adjusted send time checkbox, which will still ensure that the email is sent within 5 minutes of your scheduled send time. Selecting this option optimizes HubSpot's email deliverability when multiple users schedule emails for the same exact time.

Set up automation

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the left sidebar, click the workflows automate icon.
4. Create a simple workflow. 

Manage email settings

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the left sidebar, click the settings settings icon.
4. To set the language of your email, click the Language dropdown menu and select a language. If you select a supported language, default modules will be translated into that language. 
5. To create a shareable web page of your email, toggle the View in browser switch on. Learn more about working with email web versions.
6. Click the Campaign dropdown menu and select a campaign to associate with the email. Learn more about working with campaigns. 
7. 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 contacts receiving the email or its web version. 
8. 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. 

Preview and test an email

Before you send the email, you can preview it as a specific contact or preview a specific email client. You can also preview the email in your inbox by sending 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. At the top right, click the Preview and test dropdown menu and select Preview as contact. 
4. In the top left, click the Preview as a specific 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 (Marketing Hub Professional and Enterprise only

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of an existing drafted email.
3. In the top right of the email editor, click the Preview and test dropdown menu and select Preview in an email client.
4. By default, previews will be generated for the most popular email client versions. To view a larger version of a preview, click Expand under its name.
5. To preview more email client versions:
   • Click the Choose preview type dropdown menu in the top left and select the checkbox next to each version you want to preview. To remove a version, clear the checkbox next to its name. 
   • In the top right, click Preview to generate previews for all selected versions. 
6. To preview the email as a specific contact across email client versions, click the Preview as dropdown menu and select a contact. Then click Preview in the top right. 
7. To access a previous set of previews, click the dropdown menu in the top left next to Display options and select a preview. 

8. By default, many clients will initially turn off images when the email first loads. To see how your email appears without images, click the Display options dropdown menu in the top left, then toggle Image blocking on. 

Send a test email

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a drafted email. 
3. In the top right, click the Preview and test dropdown menu 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 review 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'll run after you've sent it. 
8. When you're finished resolving errors and reviewing the email, click Publish, Schedule, or Send.