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How do I create, edit, and send marketing emails in HubSpot?

 1. Create a New Marketing Email

  1. In HubSpot, go to Marketing > Email. In some accounts, you'll need to click More first.
  2. In the top right, click Create email.
  3. Choose a sending method:
    • Regular: a one-time email you send now or schedule for later.
    • Automated: an email sent by a workflow. Requires Marketing Hub Professional or Enterprise.
    • Blog/RSS: an email that goes out automatically when you publish new blog or RSS content.
  4. Browse templates by type in the left sidebar (newsletter, event, and so on), or click All templates to see everything.
  5. If your account has a brand kit, use the dropdown menu above the templates and select Apply [brand name] brand kit to use your brand's colors and fonts.

To come back to an email later, go to Marketing > Email and click the email's name.

2. Edit Your Email Content

The drag and drop editor builds your email out of modules. To add one, drag it from the left sidebar into the email. To change one that's already there, click it.

Common modules include:

  • Text
  • Image
  • Button
  • Divider
  • Social
  • Video
  • Custom modules set up for your account

Hover over a module to move, clone, or delete it. To create columns, arrange modules side by side within a section.

For more detail, see HubSpot's guide: Edit marketing email content and design.

3. Customize the Email Design

To change the look of the whole email, click the template design icon in the left sidebar. Depending on the template, you can adjust:

  • Backgrounds
  • Fonts
  • Links
  • Buttons
  • Dividers
  • Spacing

Use these email-wide settings to keep things consistent, and only restyle an individual module when it really needs to look different.

If the email uses a template built in the design manager:

  1. In the left sidebar, click the Actions dropdown menu and select Edit this template.
  2. Choose how to edit:
    • Edit this template changes the template for every email that uses it.
    • Clone & edit new template makes a copy that only this email uses.
  3. Make your changes in the design manager, then click Publish changes.

4. Optimize the Email for Mobile

Switch between desktop and mobile preview to see how the email looks on a phone. Some sections and modules also let you adjust mobile visibility, column stacking, alignment, and spacing.

Before you move on, check that:

  • Text is readable without zooming.
  • Buttons are big enough to tap.
  • Multi-column sections stack in the right order.
  • Nothing important only shows on one device.

5. Add Personalization

Personalization tokens pull in details from each contact's record, such as first name, company name, or contact owner.

  1. Click into a text module, then click the personalization token icon in the text toolbar.
  2. Choose the record Type (for example, Contact or Company) and the Property you want to use.
  3. Enter a default value. This is what contacts see if their record doesn't have that property filled in, so they never see a blank space.
  4. Click Insert.

Always preview personalized emails as a real contact before sending (see step 7).

6. Update the Subject Line and Sender Information

In the editor, click the inbox content module at the top of the email.

  • Subject line: enter the subject recipients will see. Click Personalize to add a token. Learn more about personalizing email subject lines.
  • Preview text: enter a short summary. It should add to the subject line, not repeat it. To stop body text from filling the preview, select Hide body text from preview text.
  • From name: choose a sender from the dropdown menu.
    • To add a new name, select Add from name.
    • To remove a saved name, select Manage from names. Names that belong to HubSpot users can't be deleted.
  • From address: choose the email address the message comes from.
    • To add a new address, select Add email address.
    • To remove a saved address, select Manage email addresses.
  • Reply-to address: replies go to the From address by default. To send replies somewhere else, clear the Use as reply-to address checkbox and choose a different address. Learn more about tracking replies to marketing emails.

Please note: a From address must be on a domain connected to HubSpot or be verified. Learn more about verifying email addresses to send marketing emails.

Use a sender name people recognize and a clear, specific subject line.

7. Preview and Test the Email

Preview: at the top of the editor, click the Preview and test dropdown menu. You can:

  • Use Preview as a contact to check personalization for a specific person.
  • Use Preview in an email client to see how the email looks in different inboxes.
  • Under Display options, turn on Dark mode preview or Plain text view.

Send a test email:

  1. Click the Preview and test dropdown menu and select Send test email.
  2. Use the Send test to dropdown menu to choose one or more recipients.
  3. Optional: use the Preview as contact dropdown menu to receive the test as a specific contact.
  4. Optional: expand Advanced and select Send plain text version.
  5. Click Send.

In the test email, check:

  • Images and formatting
  • Every important link and button
  • Personalization and default values
  • Subject line and preview text
  • How it looks on desktop and on mobile

8. Select Your Recipients

  1. Under Send method, choose how the email will be sent, for example To a segment of contacts.
  2. Use Send to to add the segments or contacts who should get the email.
  3. Use Don't send to to leave anyone out.
  4. Choose a Subscription type. This is required, and it controls who is allowed to receive the email.
  5. Check Estimated recipients. If some contacts won't receive the email (for example, because they're unsubscribed or unengaged), click Review reasons to see why.

9. Review and Send or Schedule

  1. In the top right, click Review and send, Review and schedule, or Review and publish. The button name depends on how the email is set up.
  2. Go through each section:
    • Required fields: these must be fixed before you can send.
    • Warnings: empty fields or possible problems. These are optional, but worth checking.
    • Suggestions: ideas to improve the email. Also optional.
  3. Confirm the total recipients, send time, and any workflows that will run after sending.
  4. Click Send, Schedule, or Publish.

Tips Before Sending

  • Always send a test email before sending to your full list.
  • Check the email on both desktop and mobile.
  • Click every important link and button.
  • Preview personalization as more than one contact.
  • Keep emails short. Emails over about 102KB may be cut off in Gmail.
  • Follow your organization's subscription and consent rules.

Official HubSpot References

Last reviewed September 2026. HubSpot updates its interface regularly, so some labels may differ in your account.