The classic email editor makes it easier to edit, review, and publish your marketing emails.
You can also convert an email created using the classic editor into a drag and drop email template.
Create a new email
- In your HubSpot account, navigate to Marketing > Email.
- In the upper right, clickCreate email.
- If you have a Marketing HubEnterpriseaccount and you have the Business Units add-on, click the Business Unit dropdown menu and select a business unit. This will associate the email with the business unit and allow you to design your email with your brand kit's default colors in the color picker.
- Select an email type:
- Regular: a personalized email that you can send to a segment of your contacts.
- Automated: a personalized email that you can configure to send to certain contacts when they trigger a workflow.
- Blog/RSS: an email that will be sent to subscribers automatically when you publish new content to your blog or RSS feed.
- Under theCustom tab, select anemail template.
Edit email layout and content
- Click an element to customize its content.
- Text elements can be edited inline and styled with the rich text toolbar. You can insert emojis into your text field by clicking the emoji icon emoji.
A/B test your email
- In the top left of the editor, click test Run a test.
- In the dialog box, enter aname for the variation B email, then clickOK.
- After creating both versions of your A/B test email, you can switch between the two at any time. In the upper left of the content editor, click theVariation A orVariation B tab.
- Once you've finished editing your A and B email variations, click theSettings tab. In theA/B test section, you can configure your testing options:
- A/B distribution: use the slider to decide what percentage of contacts will receive Variation A and Variation B. You can also set the slider to send Variation A to 50% and Variation B to 50%. This will send one email variation to half of the contacts in the list, and the other email to the other half of contacts. This lets you analyze the statistics of the two emails after the send to see which variation was more successful.
- Winning metric: if you've opted to send variations A and B to a smaller group, then send the winning version to the remaining recipients, click theWinning metric dropdown menu to select the metric that determines how the winning variation will be chosen: Open rate, Click rate, or Click through rate.
- Test duration: use the slider to set a time period to gather data before choosing a winner and sending the winning variation. Your A/B test can run for up to 100 hours. If the results of the test are inconclusive after the test duration, Variation A will be sent to the remaining recipients.
Please note: you can run a full-split (50/50) A/B test using any sample size. All other sample splits require a list that includes at least 1,000 recipients, excluding any contacts that previously hard bounced or unsubscribed.
Preview or test your email
Before you send or schedule your email, you can preview what it will look like to your recipients on different device types. You can also send a test email to yourself or another user in your account.
- In the upper right, click the Actions dropdown menu and select Preview to see what your email will look like for your recipients on different device types.
- The Devices tab will show how your email will render on a desktop or mobile device. By default, your email will render with default values for personalization. Click the Preview as specific contact dropdown menu to preview your email as a specific contact.
- Click theClients tab and select thecheckbox(es) for any email client you want to test, then clickTest my email now. At the bottom of your clients list, you can see the results of earlier client tests for this email.
- You can also send a test email to yourself or another user in your account:
- In the upper right, click the Actions dropdown menu and select Send test email.
- In the right pane, click the Choose one or more recipients dropdown menu to select recipient(s) for your test email.
- (Optional) Click theReceive email as specific contact dropdown menu to preview the email as it will appear to a specific contact. This is useful for testing personalization.
- ClickSend test email.
- To convert your email into an automated email to use in workflows, click theActionsdropdown menu and selectConvert to automated email.
Send or schedule your email
- In the upper right, click Next.
- Click theSend to dropdown menu and select thel ist(s) and/ori ndividual contact(s) to add them to the recipient list.
- Click the Don't send to dropdown menu and select thel ist(s) and/ori ndividual contact(s) to exclude them from the recipient list.
- Click the Don't send to unengaged contacts checkbox toexclude contacts with low engagement. This feature is best used after you've already sent a few email campaigns from HubSpot, so there is data to identify your unengaged contacts.
- In the right sidebar, choose a sending option and see how many contacts will receive your email:
- SelectSend now to send your email right away, or selectSchedule for laterto send it at a specific date and time in the future.
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You can see how many contacts will receive your email under Total Recipients, based on the lists and individual contacts you selected. If you've chosen a list to include, the Total Recipients number will not countany contacts from the list who've unsubscribed from or never subscribed to your marketing emails.
- To use the email in a workflow, click theActions dropdown menu, then selectConvert to automated email.
- In the upper right, click Review and send to review warnings for your email. If your email is larger than 102KB, you'll see an alert that Gmail will clip some of your email content for your recipients.
- After you've sent or scheduled your email, you can send it to more recipients if you forgot to include them when you first created the email:
- In your HubSpot account, navigate to Marketing > Email.
- Click thenameof the sent or scheduled email that you'd like to send to additional recipients.
- In the upper right, click theActions dropdown menu, then selectSend to More.
- Click theSend to dropdown menu and select thel ist(s) and/ori ndividual contact(s) to add them to the recipient list.
- Click the Don't send to dropdown menu and select thel ist(s) and/ori ndividual contact(s) to exclude them from the recipient list.
- Click the Don't send to unengaged contacts checkbox toexclude contacts with low engagement.
- ClickSend.
Convert a classic email into a drag and drop email template
If you created or drafted a marketing email using the classic email editor, you can convert it into a drag and drop email template. This allows you to use the updated drag and drop email editor experience.
To convert a classic email into a drag and drop email template:
- In your HubSpot account, navigate to Marketing > Email.
- Hover over the email you'd like to convert to a drag and drop template, then clickEdit.
- In the left sidebar, click theDesign tab.
- Click theActions dropdown menu, then selectConvert to drag and drop.
- In the dialog box, clickConvert to drag and drop.
Please note:
- If the classic email you're converting includes custom modules, you may notice a few discrepancies in the resulting drag and drop email template. For example, a logo module in a classic email will become an image module, and a main email body module will become a rich text module.
- Any locked modules or global groups in the converted email must be edited on the template level in the design manager.
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