App Tutorial

HubSpot Template Creation Guide in 5 Steps | Emails, Landing Pages

Jason Gong
App automation expert
Apps used
April 15, 2024

Learn to easily create email, landing page, and blog templates in HubSpot. Follow these simplified steps:

  • Navigate to the appropriate section in HubSpot (Conversations for emails, Marketing for landing pages, and design tools for blogs).
  • Select 'New template' or 'New file' and choose 'From scratch' or 'Drag and drop' depending on the template type.
  • Customize your template with content, modules, and styling options.
  • Save or publish your template once finalized.

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How to Create a Template in HubSpot

Creating templates in HubSpot allows you to streamline your content creation process, whether it's for emails, landing pages, or blogs. This guide will walk you through the steps to create various types of templates within HubSpot.

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How to Create an Email Template in HubSpot

  1. In your HubSpot account, navigate to Conversations > Templates.
  2. Click New template, then select From scratch.
  3. Enter a name and subject for your template. Keep the subject line under 45 characters for better visibility.
  4. To make the template private, click the Shared with everyone dropdown menu and select Private.
  5. To add the template to a folder, click the Select a folder dropdown menu.
  6. Enter the body of your email using the formatting options. You can add hyperlinked text, images, personalization tokens, snippets, sales documents, scheduling links, or videos.
  7. Click Save template when you're finished.

Remember, templates must include text and avoid using only images to ensure successful attachment to your email in HubSpot or your email client.

How to Create a Landing Page Template in HubSpot

  1. Navigate to Marketing > Files and Templates > Design Tools in your HubSpot account.
  2. Click File > New file.
  3. In the dialog box, select Drag and drop and then click Next.
  4. Select Page as the template type and enter a file name. Click Create.
  5. Use the inspector on the right-hand side to add modules to your template layout.
  6. Customize the styling of your template using the options in the inspector.
  7. Click Preview to see a preview of your template. Once finalized, click Publish changes.

Templates created in the design manager by dragging and dropping modules allow for a responsive design for your content.

How to Create a Blog Template in HubSpot

  1. To create a blog template, start by adding the templateType: blog annotation at the top of your template file if you're using a single template for both listing and post pages.
  2. Use an if is_listing_view statement to differentiate between the listing page and individual post markup within your template.
  3. For separate listing and post templates, include templateType: blog_post for blog post templates and templateType: blog_listing for blog listing templates at the top of your respective templates.
  4. Customize your templates using HTML and HubL or by dragging and dropping modules in the design manager.
  5. Publish your template once you've finalized the design and structure.

Creating separate templates for blog listing and post pages can make your code cleaner and easier to manage.

Automate your HubSpot tasks and supercharge your app with AI-powered automations. Learn more on our blog about AI CRM Automations for HubSpot.

Automate HubSpot Workflows with Bardeen's AI Playbooks

While creating templates in HubSpot can significantly improve your workflow, automating tasks within HubSpot using Bardeen can take your productivity to the next level. Whether you're managing customer service tickets, drafting personalized emails, or keeping your CRM updated, Bardeen's playbooks can automate these processes directly within HubSpot.

  1. Create HubSpot ticket: Automatically generate a new ticket in HubSpot for each customer query or issue, streamlining your customer service process.
  2. Create draft email for a HubSpot contact using OpenAI: Use AI to draft personalized emails for your HubSpot contacts, enhancing your outreach and engagement strategies.
  3. Create a new Notion page, when a HubSpot product is created: Sync your HubSpot product updates with Notion, keeping your team informed and aligned on product listings.

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