Organize marketing emails with custom email properties

You can create custom email properties to tag and organize your emails. For example, if you created the recommended property for email language, you could then filter all your emails by the language used. Learn more about creating and editing properties.

Understand limitations & considerations

• Email properties only support the dropdown select and multiple checkboxes field types. 
• Once internal names for properties or field options have been created, they cannot be changed. 

Create custom email properties

1. In your HubSpot account, navigate to Marketing > Email.
2. Click the name of a draft email, or click Create email to create a new email. 
3. In the email editor, click the Setup tab. 
4. In the right panel, select a recommended property or select Create your own to start from scratch. 
5. In the Property label field, enter a name for your property. This is the name you'll use when creating filters for email properties. 
6. An internal name for use with integrations is created based on the label of the property. To edit this internal name, click the Internal name field and enter a new internal name. 

7. Click to expand the Field type and options section, then click the Field type dropdown menu and select a field type. Learn more about different field types. 
8. In the new section, enter a name for the first option in the Label field. You can click the default internal name to edit it. 
9. To add an existing set of options, click Load options and select a tab. Then click the dropdown menu and select a value. The following tabs are available: 
   • Presets: add a set of values for a recommended email property, such as country, importance, and time zone. 
   • Paste your own: add your own set of options, either by entering options on individual lines or separated by a delimiter like a semi-colon. 
   • From property: add options from an existing HubSpot property. Set the object type, then select a property. 

10. To add a new option, click Add option, then enter a name for your new option. 
11. To delete specific options, select the checkboxes next to those options, then click Delete. To delete all current options, click Clear all options. 
12. In the Preview section, you can test out your field. When you're finished, click Create.
13. Select whether users are required to edit the property when creating an email, then click Finish. 

Bulk edit custom email properties

Once you've created custom email properties, you can fill in their values for existing emails. 

1. In your HubSpot account, navigate to Marketing > Email.
2. To apply filters to your emails, click Advanced filters, then select your filter criteria in the right panel. 
3. To select individual emails, click the checkbox next to each email.
4. To select all emails on the current page, click the checkbox at the top of the left column of the table. To also select all other emails, click Select all [#] emails in the blue banner. 
5. Once you've selected the emails you want to edit, click Edit properties at the top of the table. 

6. In the dialog box, click the Property to update dropdown menu and select a custom email property, then click Update. 

Filter by custom email properties

Once you've created custom email properties, you can filter for them on the marketing email index page. 

1. In your HubSpot account, navigate to Marketing > Email.
2. At the top of the table, click Advanced filters. 
3. In the right panel, click Add filter. 
4. Select a custom property, then set the criteria you'll use for filtering. Learn more about working with filter criteria.