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Generate preview text for marketing emails using HubSpot AI

Last updated: April 22, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

You can generate preview text for your marketing email using HubSpot AI, which allows you to focus on designing and refining the content of the email campaign itself. The preview text is based on the content of your email, and help provide a relevant summary to your recipients and capture their attention.

If you're a user with super admin permissions, learn how to opt your account into the beta.

Please note: please avoid sharing any sensitive information in your prompts. To improve the product, HubSpot logs and stores your prompts, generated language, and usage metrics when you use AI content assistant. HubSpot shares your prompts with OpenAI in order to enable your use of this tool and OpenAI will store your prompts for content moderation purposes. Your prompts will be attributable to you. By using this tool in beta, you agree to comply with HubSpot’s Beta Terms as well as OpenAI’s Usage Policies, Content Policy, and Sharing & Publication Policy.

Understand AI-generated content best practices

  • Proofread and edit your AI-generated content before publishing it.
  • Edit AI-generated content to maintain your brand's voice and style.
  • Balance the use of AI-generated content with content written by a human.
  • While HubSpot has security measures in place, content assistant may occasionally generate incorrect, biased, offensive, or misleading information. Verify the accuracy of the output's content, especially any statistics or facts.
  • The large language model that powers content assistant tends to produce inconsistent results in non-English languages. HubSpot is working on better supporting these languages in the coming months. For now, use extra care in checking non-English content for accuracy and clarity.

Manage preview text assistant setting for all users

By default, the preview text assistant will be available to all users in your account. You can turn this setting off in your account settings:

  • In your HubSpot account, click the settings settings icon in the top navigation bar.
  • In the left sidebar menu, navigate to AI Assistants.
  • Read through the terms of use for AI assistant. If this setting is already turned on, and you unselect the checkbox, content assistant will automatically be turned off.
  • If content assistant is already turned on, you can click to toggle the switch off. 

Generate preview text using HubSpot AI

To generate a preview text for your marketing email:

  • In your HubSpot account, navigate to Marketing > Marketing Email.
  • Click the name of a drafted marketing email.
  • Click the Settings tab.
  • Under Preview text, click Generate.
  • After a short delay, up to two different preview text ideas will be generated for you to choose from:
    • To use one of the generated preview text ideas, click Insert. If you want to iterate on one of the specific ideas, click More like this to generate two new ideas that are similar in sentiment.
    • If none of the originally generated ideas fit the tone or theme or your email, you can click Generate new ideas to generate new ones.
    • As you generate potential preview text, you can click the left arrow and right arrow icons in the bottom right of the dialog box to review the options that've been created so far.


Please note:

  • After the first time you generate your first set of preview text ideas, you can only generate new ideas up to five additional times for a single email.
  • The generated preview text will be in the language you set in your marketing email settings.
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