HubSpot Ideas

KLaing

Moving emails between Business Units

Hi there,
After recently setting up a new Business Unit we have found you cannot move emails between units once you have cloned them from another unit. It would be great if we could have the functionality to be able to move emails to the correct unit once these were created rather than having to create these from scratch.

17 Replies
MHarling
Member

Yes, this is a big need. As we begin the transition to business units, the idea of recreating emails and updating workflows so the email has the correct business unit is daunting. We need to be able to use the same emails and simply change the business unit they are associated with.

Hollyce
Contributor | Diamond Partner

I agree, this is a needed feature. Since we just had business units implemented in my client's portal, it would be extremely handy to be able to move existing and previously sent emails into these units so we can clone them and easily reuse templates if necessary. 

LMcGovern
Participant

I also agree with this. I think if an email has already been sent you should be able to change the business unit also. We have a few instances where emails are sent from the wrong business unit and then it skews the reporting.

Millsauce
Member

Stumbled into this issue and found a really good workaround I thought I'd share if anyone has this issue. @Hollyce @MHarling @LMcGovern @KLaing This method should work if the business unit is within the same portal and you need to move an already created email or draft. You would need to edit the email and go to Actions, then Save the email as template and name the template. You'll exit out and go back to the emails and select the drop-down for the Business Unit you want to create the new email in, select the template from either the Custom or Drag and Drop category and it'll open up to Edit from there. Hope this helps! 

M-Schlosser
Member

We would really love to have this functionality, too. We have more than 400 automated mails, we now need to recreate from scratch... 😢 

FlavieChanut
Member

Same ! I'm looking forward to get this feature. 

GScaglia
Member

Up ! 👍

CHenecke
Member

Agreed, it's a lot of manual work to get this switched

SBrosbøl
Member

I so agree! This is very time consumming having to rebuild emails if you either by mistake build them in wrong business unit or as we have, have done a huge migration from one standar alone account to a new enterprise solution. It would really help to be able to Move the emails around business units as you do with adding them to folders.

RLandolt
Participant

Upvoted! We need this functionality!

ecandgs
Member

Upvoted here too! This is very much needed.

BLewty
Participant | Diamond Partner

This is very much needed. We've just done a huge migration for a client with seven different business units, and now all emails need to be recreated. 😦

Ninja
Member

Yes! This is a must-have! There are companies that manage multiple business units and this functionality is a no-brainer!!! @hubspot Please fix asap. 

PJas
Participant

Yes, this is really very necessary

ErikaJ
Participant | Diamond Partner

Very necessary feature- it's easy to accidentally clone an email from the wrong BU and very time-consuming to have to manually re-create it every time that happens.

Aaskarovo
Member

+1

AlexandreQuetu
Participant

It would be interesting and relevant to have separate management of documents and footers for marketing emails according to the business units registered in Hubspot.