Transactional Email - Overview

Please note that in order to use this functionality, you must purchase Transactional Email as an add-on, which includes use of a unique, dedicated IP address (take a look at this document for more information on what is required to set up dedicated IP). There are 3 ways to use the transactional email functionality, depending on how you want to create and trigger your transactional email sends:

  1. Transactional Email
  2. SMTP API
  3. Single-send API

Click here, for more more information about how the SMTP API and Single Send APIs work.

 Transactional Email
SMTP API
Single-send API
At a glance transactional-overview.png
Overview Create beautiful transactional emails right within HubSpot using the email editor with all the benefits of smart content, personalization and templates - just like regular HubSpot emails.

Just choose ‘Transactional’ as your email type and we will automagically remove subscription preferences for you since this is a non-marketing email to your customers/users.

You can then send or schedule your email. Or ‘Save for automation’ to send with an automated workflow. Simple!
Sending transactional email through your own site or app? No problem.

The SMTP API integration allows you to continue to do just that - along with tracking email performance and creating contact information (optional) within HubSpot, without having to rip out any existing systems.

Generate an SMTP token from your HubSpot email dashboard, send us a fully formed email triggered via API and we’ll add open and duration tracking, as well as wrap all your links for click info.

For more info - check out Developer Docs
The best of both worlds!

Create beautiful transactional emails right within HubSpot using the email editor with all the benefits of smart content, personalization and templates - just like regular HubSpot emails.

PLUS add custom tokens (that live outside of HubSpot) to your email which you can send us via your API.

Instead of saving for automation in HubSpot - choose ‘Save for single-send API’. The email will send when triggered from your system and performance data will automatically be tracked in HubSpot. Nice!

For more info - check out Developer Docs
Example Usecase You want to send a 'Policy Update' email to your customers with a link to a new T&C's page. This is a service update, not a marketing email so you don't legally need to include subscription links (e.g CAN SPAM links). You don't need to use any custom properties or info from external systems. You are sending an 'Account Signup Confirmation' email from a separate transactional email system that you are not ready to move away from yet. But want to be able track email performance and create contact information (optional) in HubSpot. You want to send a 'Purchase Receipt' email to your customer using HubSpot. But you need to trigger the email send (e.g. when purchase is complete) and pass custom values (e.g. purchased item and purchase total values) from another system. You also want to track the performance of this email in HubSpot.
Screenshots Coming soon ... Coming soon ... Coming soon ...