Email Marketing Tool

RdeJongh
Member

Change Email Type

SOLVE

Screenshot 2023-01-12 at 10.51.17.png

 

Hi - is it possible to change this email type from Automation to a regular email and just select the list I want to send it to? The solution is not presenting itself in an obvious manner. Thanks!

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Change Email Type

SOLVE

Hi @RdeJongh,

 

Yes, click Edit email in the top right, then Actions > Convert to regular email:

 

karstenkoehler_0-1673517808330.png

 

If the email has been published already, you might not see this option. In that case, you're best option would be to clone the email (in your screenshot Actions > Clone) and then, in the email editor, click Actions > Convert to regular email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

Assoc-Sacto
Solution
Contributor

Change Email Type

SOLVE

There is a totally new way to change which I only found through the help navigation in the editing page. 

Go to send options and change the sending method from "to a list of contacts" to "through an automation" or vice versa. 

View solution in original post

0 Upvotes
5 Replies 5
Assoc-Sacto
Solution
Contributor

Change Email Type

SOLVE

There is a totally new way to change which I only found through the help navigation in the editing page. 

Go to send options and change the sending method from "to a list of contacts" to "through an automation" or vice versa. 

0 Upvotes
RdeJongh
Member

Change Email Type

SOLVE

Screenshot 2023-01-12 at 11.04.39.png

 

Sorry I clicked the accept solution button instead of reply - I do not see that option in my dropbown. 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Change Email Type

SOLVE

Hi @RdeJongh,

 

I updated my previous post:

 

If the email has been published already, you might not see this option. In that case, you're best option would be to clone the email (in your screenshot Actions > Clone) and then, in the email editor, click Actions > Convert to regular email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Change Email Type

SOLVE

Hi @RdeJongh,

 

Yes, click Edit email in the top right, then Actions > Convert to regular email:

 

karstenkoehler_0-1673517808330.png

 

If the email has been published already, you might not see this option. In that case, you're best option would be to clone the email (in your screenshot Actions > Clone) and then, in the email editor, click Actions > Convert to regular email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

STaraskiewicz
Participant

Change Email Type

SOLVE

Hi - I beleive that this is no longer an option (May 2025). I no longer have the "actions" drop down. 

 

Screenshot 2025-05-01 at 22.57.39.pngScreenshot 2025-05-01 at 22.57.33.pngScreenshot 2025-05-01 at 22.57.27.png

0 Upvotes