Manage your default marketing email settings and tracking preferences

Super admins and users with Website settings access can manage your account's default marketing email settings. This includes the option to set up your email footer, subscription types, and more. 

Set default email configuration settings

The Configuration settings allow you to customize the footer, branding, personalization, and RSS date and times for your marketing email.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the Configuration tab.
4. To set the physical address of your business, at the top, click the Footer tab. This information is automatically included in the footer of all marketing emails. 
   • To add a new footer, click + Add a footer. Or, click Edit to update an existing footer.
   • In the right panel, configure your footer. The following fields are required to send marketing emails:
     • Office location name
     • Company name
     • Address
     • City
     • State

5. To customize emails created using the classic editor, click the Branding (Classic Editor) tab.
   
   • Under Size, you can set the email body width and padding. Enter the number of pixels for the following:
     • Email body width: the space for your email content, such as text and images. By default, this is set to 600px, which renders across most common email clients.
     • Email body padding: the space between your email content and the outer edge of the email border. By default, this is set to 30px, which renders across most common email clients.
   • Under Font, you can set the default fonts used in your marketing emails. To apply a custom font, you'll need to edit the HTML markup of your template.
     • Use the dropdown menus to choose your primary font, secondary font, and font size.
     • Enter a hexadecimal code or click the color picker to select a font color. 
   • Under Color, you can customize the primary and secondary accent colors. If you're using the updated classic email editor, you can also select the default colors for your email body, border, and background.
     • Enter a hexadecimal code or click the color picker to select a color.

• • If you're a Super Admin or have Edit access for Marketing email, click the Personalization tab to set the default values used for contact, company, and owner personalization tokens. Learn more about setting global defaults for personalization tokens. 

1. • • To edit a token's default value: 
       • Click Edit defaults next to the object type you want to update.
       • In the dialog box, search for and select a property. Enter a default value for that property.
       • Click Save.

6. To customize RSS emails that you create using the classic editor, click the RSS date and times tab.
   • To select a language for the dates listed at the top of your RSS emails, click the Language for dates dropdown menu to select a language. This will dynamically update the options available for your RSS email date format below.
   • To select a date format for your RSS email, click the RSS email date format dropdown menu and select a date format.

Customize subscription settings

On the Subscriptions tab, you can manage your email preference page templates, your marketing email resubscription and sending settings, and double opt-in. 

Edit subscription preference pages (Marketing Hub Professional and Enterprise only)

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the Subscriptions tab.
4. Under Subscription Preferences Pages, choose any of the three available templates:
   • Subscription preferences page: the page where contacts manage their opt-in status for your email subscription types.
   • Unknown contact subscription preferences: the page displayed when the visitor to the unsubscribe page isn't recognized as a contact.
   • Subscription update confirmation page: the page your contacts see after they update their subscription preferences.
5. Under each template type, click the Actions dropdown menu. 
   • If you have Design Tools access, click Edit to edit the selected template. 
   • Click Preview to preview the template.

Please note: to configure the URL of your subscription preferences page, connect a subdomain to HubSpot for the Email content type.

Configure subscription settings

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the Subscriptions tab.
4. Under the Resubscription and sending options section, you can configure the following:
   

   • Resubscription email (Marketing Hub Professional and Enterprise only): allows contacts who previously opted out of one of your email subscription types to manage their email subscription preferences on a HubSpot form. Once the contact enters their email address in your form, HubSpot will detect if they've opted out of the email subscription associated with the form and prompt them with a link to resubscribe.

• • • To create and publish your resubscription email:
      • Click Edit email.
      • You'll be redirected to the email editor for your resubscribe email, where you can edit the email details. This resubscription email has pre-populated text you can customize, but you must keep the update your subscription preferences link.
      • When your email is ready, click Next in the upper right.
      • Click Publish to take the email live, and you'll be redirected back to your email settings.
    • When a contact who is unsubscribed from all your email subscription types or is opted out enters their email in a form or pop-up form on your site, a link to manage their email preferences will appear. Clicking this link will send the resubscription email to their inbox. 

• • Don’t send to unengaged contacts: uses data from previous email campaigns to exclude contacts who haven't been opening and clicking your marketing emails. You can also manage this setting for an individual email on the Recipients tab of the email editor.
  • Compliance copy email: sends an automatic compliance copy email to a designated recipient. 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). Learn more about the compliance copy email setting.

Please note: turning on the Compliance copy email setting can generate a large volume of email for the recipient. Confirm with your IT team that your email provider can handle this volume.

5. In the Double opt-in section, you can configure the following:

• • Turn on double opt-in: adds a follow-up email confirmation step to verify new contacts created via a form. Turning on this setting improves email deliverability because it offers an extra confirmation step to verify each contact email address and their opt-in status. Learn more about how double opt-in impacts your existing contacts, and how to turn on double opt-in. 

Create subscription types

You can manage the types of email your subscribers can opt into. By default, there will be a Marketing Information email subscription type in your account. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the Subscription types tab.
4. To create a new subscription type:
   • In the top right, click Create subscription type.
   • Enter a subscription name and internal description for your subscription type.
   • Enter a customer-facing preview of your email subscription type. This is the text your customers see on the communication preferences page. 

Please note: if you have turned on both the data privacy settings and the Send emails to contacts with legal basis toggle, emails can only be sent to contacts who have an Opted in status. Keep in mind that contacts with the Legal basis for processing contact data property set to Not applicable can still receive emails that they didn't explicitly subscribe to. Learn more about tracking the lawful basis for processing your HubSpot contacts.

Configure Tracking

You can analyze the performance of your marketing emails with email click and open tracking. Email tracking is turned on by default in your marketing email settings. Accounts with the Transactional Email add-on can track clicks for external non-HubSpot emails using the SMTP API.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the Tracking tab
4. You can switch the following tracking settings on or off:
   • Track email opens: the number of recipients who open your emails. 
   • Track clicks: the number of times each link in your email is clicked. You can choose to track links in HTML, plain text emails, or both. If you turn this setting off, you'll no longer be able to track clicks on links in your emails.
     • Track clicks in HTML emails: toggle the switch on/off to set whether to count the number of clicks each link in your email receives after you send it. Clicks on test emails won't be included. 
     • Track clicks in plain text emails: toggle the switch on/off to set whether to count the number of clicks each link in your plain text email receives after you send it.

Please note: if you turn off the Track email opens setting, HubSpot will still anonymously track this data to support the network health of HubSpot's email sending infrastructure.

• Under the Click tracking domain section, you can view the domain that the links in your email reference. This is the HubSpot domain connected for your email tool. Referencing your own domain looks more trustworthy to email filters and improves deliverability.
  • If you've purchased the Brands add-on, you can customize the click tracking domain used in your emails so links in your emails are consistent with each brand.
  • If you haven't purchased the Brands add-on, you can only have one email tracking domain set up at a time for all emails. Click Manage domains to connect a different domain.
• Under Source tracking, select if and how HubSpot identifies the source of traffic to your website based on UTM tracking parameters. If you select Add source tracking tags to all URLs or Add source tracking only if no existing tags in URL, HubSpot will automatically add the following source tags to relevant links in your emails so traffic from email clicks is attributed to marketing emails:
  • utm_medium=email
  • utm_source=hs_email
  • utm_content=[email ID number]
  • utm_campaign=[campaign name]
• Under Identity tracking, you can click to toggle the Identity tracking switch on/off to set whether to identify which contacts clicked the links in your marketing email. These clicks appear in your email performance data and on the contact record. The identity is based on the recipient's email address.

Please note: when click tracking and identity tracking are turned on, email clicks set a cookie on the visitor's browser that's linked to the recipient's contact record. If the contact forwards their email to someone else, all clicks are still attributed to the original recipient. Learn more about how cookie tracking works in HubSpot.

Manage SMTP (Marketing Hub Professional and Enterprise only)

On the SMTP tab, you can learn more about the transactional email add-on. Customers who have purchased the add-on can view and manage their transactional email tokens here. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the SMTP tab.
4. If you have purchased the transactional email add-on, you can create and manage your SMTP API tokens. Learn more about how to create SMTP API tokens in the developer documentation.

Set send frequency (Marketing Hub Enterprise only)

You can customize a send frequency cap to manage the number of emails your contacts receive. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Marketing > Email.
3. At the top, click the Send Frequency tab.
4. Under Send frequency, select from the following options: 
   • Recipients receive every email: contacts can receive all emails without limits. This option is selected by default. 
   • Recipients receive a set number of emails: limit the number of marketing emails each contact can receive. To configure this option: 
     • In the Maximum number of emails per recipient field, enter the maximum number of emails a contact will receive per the frequency. 
     • Under Frequency, select Daily, Weekly, Every two weeks, or Monthly. 
     • At the bottom left, click Save.