Create HubSpot Email Templates: A Step-by-Step Guide

How to Create an Email Template in HubSpot

Creating an email template in HubSpot allows you to save repetitive email content, making your email communication more efficient. This guide will walk you through the steps to create, send, and manage email templates in HubSpot.

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Creating a Template

To create a new email template in HubSpot, follow these steps:

1. Navigate to Conversations > Templates in your HubSpot account.
2. Click New template, then select From scratch.
3. Enter a name and subject for your template. Keep the subject line under 45 characters to ensure it's fully visible to your recipients.
4. To make the template private, click the Shared with everyone dropdown menu and select Private. You can also change who the template is shared with on the templates dashboard.
5. To organize your templates, click the Select a folder dropdown menu to add the template to a folder.
6. Enter the body of your email. Use the formatting options to modify the text, add hyperlinks, insert images, and include personalization tokens, snippets, sales documents, scheduling links, or videos as needed.
7. Click Save template when you've finished.

Note: Avoid using curly brackets in templates as they can cause issues with HubSpot's template rendering service. Use a placeholder token instead to prompt users to enter the missing information before sending the email.

Sending a Template

After creating your email template, you can use it to send emails from the CRM:

1. Navigate to your records (Contacts, Companies, Deals, Tickets) in your HubSpot account.
2. Click the name of a record.
3. In the left panel, click the Email icon.
4. In the pop-up box, click Templates.
5. Hover over the template you want to send and click Select.
6. Customize the content, then click Send. Update any placeholder text before sending.

The email will be tracked automatically, and the information will be added to your template report data.

Deleting Templates

To delete an email template:

1. Navigate to Conversations > Templates in your HubSpot account.
2. To delete an individual template, hover over the template, click Actions, then select Delete. To delete multiple templates, select the checkboxes next to the templates you want to delete, then click Delete at the top of the table.
3. In the dialog box, click Delete template(s).

Note: Private templates can only be deleted by the user who created them or a super admin with a paid seat.

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While creating an email template in HubSpot can significantly enhance your email marketing efforts by ensuring consistency and saving time, automating your HubSpot workflows can take your efficiency to the next level. Automation allows for the seamless creation and management of email templates, contacts, and tickets, directly influencing your sales and support strategies.

Here are some examples of automations you can build with Bardeen using the provided playbooks:

1. Create draft email for a HubSpot contact using OpenAI: Automate the generation of personalized draft emails for your HubSpot contacts. This playbook leverages OpenAI to craft emails that resonate with your leads, streamlining your outreach efforts.
2. Create a HubSpot ticket when an email is forwarded: Ensure every customer request is captured as a HubSpot ticket by automating the ticket creation process whenever an email is forwarded to a specific address. This playbook is invaluable for support teams aiming for timely responses.
3. Create a HubSpot Ticket from the currently opened email: Turn the contents of an email into a HubSpot ticket directly from your inbox. This workflow is designed to improve your support team's efficiency by reducing manual data entry.

By integrating Bardeen into your HubSpot workflow, you can automate repetitive tasks, allowing you to focus on creating more personalized and impactful customer interactions.