# Email 'type' categorisation

**URL:** <https://community.hubspot.com/t/email-type-categorisation/31783>\
**Category:** HubSpot Ideas\
**Tags:** sales-email\
**Created:** [February 15, 2021, 11:25am UTC](https://community.hubspot.com/t/email-type-categorisation/31783 "2021-02-15T11:25:02Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![RichardM50](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/richardm50/32/31639_2.png) [@RichardM50](https://community.hubspot.com/u/RichardM50)\
**Post date:** [February 15, 2021, 11:25am UTC](https://community.hubspot.com/t/email-type-categorisation/31783/1 "2021-02-15T11:25:02Z")

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In these days of SO MUCH email communication, seems strange that HubSpot allows you to select a ‘Type’ for Meetings and Calls - BUT you cannot do it for email! Seems very 1995! Particularly in these Covid days, more and more email is being generated with customers and prospects - but no way to drill down on what was ‘Initial Outreach’. ‘Follow-up’ etc etc. Probably never been more important than it is today.

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**Author:** ![ddobrien2](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ddobrien2/32/44643_2.png) [@ddobrien2](https://community.hubspot.com/u/ddobrien2)\
**Post date:** [September 28, 2021, 1:38pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/2 "2021-09-28T13:38:55Z")

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Agree. Our sales team is measured by certain types of emails they send, but to get credit for them, they have to enter them as meetings or calls (so they can use a category). Please consider adding category options for email activity, similar to what you have for meetings and calls.

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**Author:** ![SaraSyncMatters](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sarasyncmatters/32/26663_2.png) [@SaraSyncMatters](https://community.hubspot.com/u/SaraSyncMatters)\
**Post date:** [May 24, 2022, 8:15pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/3 "2022-05-24T20:15:57Z")

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More and more my clients want to really see the impact of their sales emails. Calls and meetings are often lower than management wants because reps say they are busy on email all day. For management to be able to track email types would help both in creating more sales sequences and marketing email automation to save reps time, but also insight into process improvement and coaching. Please add email type as a trackable feature like calls and meetings.

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**Author:** ![chrisatsandler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chrisatsandler/32/84489_2.png) [@chrisatsandler](https://community.hubspot.com/u/chrisatsandler)\
**Post date:** [June 8, 2022, 4:01pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/4 "2022-06-08T16:01:03Z")

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I see today we now have “direction” on calls.

We still need email type and outcome. We need to know if this was prospecting, nurturing, fullfillment. We aslo need to know outcome. Connected, yes, no, bounced, appointment set…

We track everything. Without these fields Hubspot is really stalling our prospecting tracking.

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**Author:** ![ErikaJ](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/erikaj/32/2401_2.png) [@ErikaJ](https://community.hubspot.com/u/ErikaJ)\
**Post date:** [October 26, 2022, 5:15pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/5 "2022-10-26T17:15:30Z")

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Upvoting on behalf of a client who needs to separate prospect emails from emails to customers in reporting. Would be great to be able to include an email type.  
As somewhat of a workaround, we have decided to create lists of contacts based on “Subject Line Contains” and then create a specific phrase that Sales needs to include in the subject line of all emails to each “type” of contact that they do not include in others. Then we create reports based on the lists to understand how many contacts are in them/were created in a certain amount of time. It’s not foolproof but it does allow for some reporting.

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**Author:** ![DinDjarin](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dindjarin/32/32521_2.png) [@DinDjarin](https://community.hubspot.com/u/DinDjarin)\
**Post date:** [November 23, 2022, 2:03am UTC](https://community.hubspot.com/t/email-type-categorisation/31783/6 "2022-11-23T02:03:53Z")

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Agree - we are an advisory firm and we are required by regulation to log client reviews. It’s great that we can log them as meetings, calls, emails and notes. It’s unfortunate that we can only categorize meetings and calls at the moment. Seems logical that if it was created for meetings and calls, then why not extend it to notes and emails. Some advisors just prefer to write a note or do their review via emails instead of logging meetings.

Having the ability to set a ‘type’ selection across all type of log activity would help to keep track, streamline and allow users to do it to their preference.

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**Author:** ![LVerke](https://avatars.discourse-cdn.com/v4/letter/l/e5b9ba/32.png) [@LVerke](https://community.hubspot.com/u/LVerke)\
**Post date:** [November 30, 2022, 7:24pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/7 "2022-11-30T19:24:22Z")

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I agree with having a category for email type. With email being the preferred method of communication over a phone call, I think it’s extremely important to capture details from an email just as it is with a phone call. Hubspot, please add a feature that allows us to categorize emails.

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**Author:** ![JdeRocquigny](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jderocquigny/32/21752_2.png) [@JdeRocquigny](https://community.hubspot.com/u/JdeRocquigny)\
**Post date:** [April 18, 2023, 9:57pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/8 "2023-04-18T21:57:02Z")

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This is VERY Important. We should be able to categorize emails by type. Is there an ETA on this at all?

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**Author:** ![MSivewright](https://avatars.discourse-cdn.com/v4/letter/m/e19adc/32.png) [@MSivewright](https://community.hubspot.com/u/MSivewright)\
**Post date:** [May 29, 2023, 3:00am UTC](https://community.hubspot.com/t/email-type-categorisation/31783/9 "2023-05-29T03:00:00Z")

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I agree this is a needed feature - if it’s available on calls and meetings, surely it’s an easy add for HubSpot?

If not, as a work-around, can we report on manually logged emails as separate to emails from the conversations inbox?  
It would be great if this report could also include logged calls for a specific type.

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**Author:** ![Ninja](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ninja/32/99730_2.png) [@Ninja](https://community.hubspot.com/u/Ninja)\
**Post date:** [September 11, 2023, 9:50am UTC](https://community.hubspot.com/t/email-type-categorisation/31783/10 "2023-09-11T09:50:42Z")

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This is undoubtedly a must-have! @hubspot how soon can we have it?

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**Author:** ![chrisatsandler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chrisatsandler/32/84489_2.png) [@chrisatsandler](https://community.hubspot.com/u/chrisatsandler)\
**Post date:** [September 13, 2023, 2:57pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/11 "2023-09-13T14:57:46Z")

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This has been requested for a few years. Still no comment from @hubspot very frustrating that this is being ignored.

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**Author:** ![LHennessy5](https://avatars.discourse-cdn.com/v4/letter/l/2bfe46/32.png) [@LHennessy5](https://community.hubspot.com/u/LHennessy5)\
**Post date:** [October 24, 2023, 5:35pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/12 "2023-10-24T17:35:31Z")

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Agree. Our sales team has goals for their communication efforts and tracks the type of call, meeting and email. Please add this feature asap. Thank you!

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**Author:** ![GTarry](https://avatars.discourse-cdn.com/v4/letter/g/ecae2f/32.png) [@GTarry](https://community.hubspot.com/u/GTarry)\
**Post date:** [December 5, 2023, 5:23pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/13 "2023-12-05T17:23:29Z")

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Agree this would be seriously helpful ASAP. thank you

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**Author:** ![AnAn](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/anan/32/75413_2.png) [@AnAn](https://community.hubspot.com/u/AnAn)\
**Post date:** [February 22, 2024, 2:43pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/14 "2024-02-22T14:43:46Z")

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Yes! Please ASAP! that would help a lot

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**Author:** ![BFleming1](https://avatars.discourse-cdn.com/v4/letter/b/ac8455/32.png) [@BFleming1](https://community.hubspot.com/u/BFleming1)\
**Post date:** [July 25, 2024, 12:18pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/15 "2024-07-25T12:18:52Z")

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+1

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**Author:** ![Jobdelbosco](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jobdelbosco/32/66720_2.png) [@Jobdelbosco](https://community.hubspot.com/u/Jobdelbosco)\
**Post date:** [August 9, 2024, 12:59pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/16 "2024-08-09T12:59:33Z")

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Hi All,

Our CRM system is the heart of our company. All correspondence, emails, calls, etc., are logged under the relevant Contacts, Companies, Deals, Projects (Custom Object), and Machines (Custom Object).

**Problem description:**

Within our organization, multiple people work simultaneously across various companies, contacts, deals, and custom objects.

When we need to search the database for correspondence between colleagues and customers/suppliers under a project, the HubSpot email visibility is not very user-friendly.

For calls or meetings, we can differentiate our processes by attaching a “Type.” However, this “Type” function is not implemented for archiving emails, making it difficult to retrieve historical correspondence.

In our old CRM program, SuperOffice, we could archive an email and attach different types to it. We used Types such as:

- Incoming Email & Outgoing Email
- Incoming Invoice & Outgoing Invoice
- Incoming Quotation & Outgoing Quotation

The segmentation of email types has often helped us track agreements and resolve issues with customers or suppliers.

Since our team works with Microsoft 365, primarily using Outlook, this will remain unchanged. The HubSpot email tool is not user-friendly for us.

Let me know if you’re facing the same issues or if you have a solution/workaround.

BR, Job

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<div class="post-metadata">

**Author:** ![MarkRoossien](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/markroossien/32/104620_2.png) [@MarkRoossien](https://community.hubspot.com/u/MarkRoossien)\
**Post date:** [December 13, 2024, 2:09pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/17 "2024-12-13T14:09:04Z")

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Hello there,  
I’d like to individually and manually **tag** or **label** my e-mails in the Inbox of Hubspot, so that I can determine what kind of quotes we’re receiving. Then I’d like to use those tags for a report where I can determine right away what kind of e-mails we’re receiving during a period of time.  
We get a lot of product quotes through e-mail, some are through forms and some are not, I’d like to see a list of the different types of product quotes we’re receiving. Or other sorts of questions, and be able to label or tag them accordingly.

 ![Murkemur_0-1734098879509.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/1/12a07733658544a89baae0f04b9954705f45fd8d.png)

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<div class="post-metadata">

**Author:** ![TaraR](https://avatars.discourse-cdn.com/v4/letter/t/ac8455/32.png) [@TaraR](https://community.hubspot.com/u/TaraR)\
**Post date:** [January 17, 2025, 2:44am UTC](https://community.hubspot.com/t/email-type-categorisation/31783/18 "2025-01-17T02:44:32Z")

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I think this is a great idea but can we also extend this to the activities that are associated to items such as deals, contacts and companies.

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<div class="post-metadata">

**Author:** ![YFeld](https://avatars.discourse-cdn.com/v4/letter/y/ecccb3/32.png) [@YFeld](https://community.hubspot.com/u/YFeld)\
**Post date:** [February 11, 2025, 5:36pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/19 "2025-02-11T17:36:27Z")

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I also think this idea is great for internal analytics. I want to go back and tag all emails where I reference a case study so that I can generate a report with those emails to see if mentioning a casre study has been succesful. The possibilities here are endless.

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<div class="post-metadata">

**Author:** ![CSchwalm](https://avatars.discourse-cdn.com/v4/letter/c/fbc32d/32.png) [@CSchwalm](https://community.hubspot.com/u/CSchwalm)\
**Post date:** [January 8, 2025, 1:15pm UTC](https://community.hubspot.com/t/email-type-categorisation/31783/20 "2025-01-08T13:15:08Z")

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+1
