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Create Marketing Emails Using the Drag-and-Drop Editor

Learn how to create marketing emails using HubSpot's drag-and-drop templates.

Create a New Email
  1. Go to Marketing > Marketing Email in your HubSpot account.
  2. Click Create email and select the email type:
    • Regular: One-time emails for updates and promotions.
    • Automated: Emails triggered by workflows.
    • Blog/RSS: Emails sent when a new blog post is published.
  3. Choose a drag-and-drop template and click Choose template.
 
Customize Email Content & Layout
Add & Edit Content
  • Drag elements (text, images, buttons) from the Content tab into your email.
  • Click an element to edit text, fonts, colors, and spacing.
  • Click the clone icon to duplicate sections or the trash icon to delete them.
  • Rearrange sections by dragging the blue edge on the left.
 
Save Sections for Reuse (Professional & Enterprise only)
  • Hover over a section and click the icon to save it.
  • Find saved sections under Saved sections in the Content tab.
 
Edit the Email Footer
  • Click the footer to edit office location, text style, and unsubscribe settings.
 
Add Personalization
  • Click Personalize in the formatting bar.
  • Select a contact, company, deal, or ticket property to insert.
  • Set a default value for contacts missing that information.
 
Edit Email Settings
Click the Settings tab to configure:
  • From name & address: Choose a sender or use a personalization token.
  • Subject line: Add a subject and preview text.
  • Subscription type: Select the email’s subscription type.
  • Campaign: Associate the email with a campaign (if applicable).
 
Preview & Test Your Email
  • Click Preview > Inbox preview to see how your email looks on desktop and mobile.
  • Send a test email to yourself or a team member.
 
Send or Schedule Your Email
  • Select recipients by choosing lists or individual contacts.
  • Exclude unengaged contacts to improve deliverability.
  • Choose when to send:
    • Send now to send immediately.
    • Schedule for later to send at a specific time.
 
Optional: A/B Testing (Professional & Enterprise only)
  • Click Run a test to create two versions of your email.
  • Set the winning metric (open rate, click rate, etc.).
 
Analyze & Optimize
After sending, track email performance using HubSpot’s email analytics. Check open rates, click rates, and more to refine future campaigns.

For additional details, please refer to the HubSpot Knowledge Base article "Create marketing emails in the drag and drop email editor."