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

Jason Gong
June 6, 2024

Navigate to Marketing, then Design Tools, and select Email.

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Creating email templates in HubSpot streamlines your email marketing efforts and ensures consistent branding across campaigns. In this step-by-step guide, we'll walk you through the process of setting up and customizing email templates within the HubSpot platform. By the end, you'll have the knowledge and skills to create engaging, responsive email templates that drive results.

Understanding HubSpot's Email Template Capabilities

HubSpot offers a range of email template options to suit your marketing automation needs. The platform provides both drag-and-drop and custom HTML templates, giving you the flexibility to create emails that align with your brand and goals.

One of the key features of HubSpot's email templates is responsive design. With more and more people accessing emails on mobile devices, it's crucial that your templates are optimized for smaller screens. HubSpot's templates automatically adjust to fit the device they're being viewed on, ensuring a seamless email experience for your recipients.

When creating email templates in HubSpot, you can choose from three main types:

  1. Regular templates: These are the most common type of template, suitable for general marketing emails and newsletters.
  2. Blog/RSS templates: These templates are specifically designed for sending blog updates or RSS feed content to your subscribers.
  3. Custom templates: If you have specific design requirements or want to create a template from scratch, HubSpot allows you to build custom HTML templates.

By leveraging HubSpot's email template capabilities, you can create professional, mobile-friendly emails that engage your audience and drive results.

Setting Up Your First Email Template

Creating a new email template in HubSpot is a straightforward process. To get started, follow these steps to create a contact:

  1. Navigate to the Marketing tab in your HubSpot account.
  2. Click on "Files" and then select "Design Tools."
  3. Choose "Email" from the menu on the left.
  4. Click the "Create email" button in the top-right corner.
  5. Select "Start from scratch" or choose one of the pre-designed templates as a starting point.

When selecting a template type, consider the purpose of your email:

  • Regular templates are best suited for general marketing emails and newsletters.
  • Blog/RSS templates are designed specifically for sending blog updates or RSS feed content to your subscribers.
  • Custom templates allow you to build a template from scratch using HTML, giving you full control over the design and layout.

Once you've selected your template type, you'll be taken to the email editor where you can start customizing your template with AI assistance. Keep in mind that the template type you choose will determine the available features and customization options.

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Customizing and Personalizing Email Templates in HubSpot

HubSpot's drag-and-drop email editor offers a wide range of customization options to help you create engaging and personalized email templates. Here are some key features:

  • Add images, videos, and links to your email content to make it more visually appealing and interactive.
  • Customize the layout and design of your template by adjusting colors, fonts, and spacing to match your brand's style.
  • Use dynamic content to display different versions of your email based on specific criteria, such as contact list membership or geographic location.

Personalization is another powerful tool in HubSpot that allows you to tailor your emails to individual recipients based on their data. By using personalization tokens, you can dynamically insert contact properties into your email content, such as:

  • First name and last name
  • Company name and industry
  • Job title and role
  • Location and time zone

To add a personalization token to your email template, simply place your cursor where you want the token to appear and select it from the "Personalize" dropdown menu in the rich text toolbar. You can also set default values for tokens in case a contact's record is missing that specific property.

By leveraging HubSpot's customization and personalization features, you can create email templates that resonate with your audience and drive higher engagement and conversion rates.

Best Practices for Managing and Optimizing Email Templates

To ensure your email templates are effective and driving results, it's crucial to regularly test, manage, and optimize them. Here are some best practices to follow:

A/B Testing: Conduct A/B tests on your email templates to determine which elements resonate best with your audience. In HubSpot, you can easily set up an A/B test with AI assistance by creating two variations of your template and selecting the percentage of your list to receive each version. Monitor the performance of each variation and implement the winning elements in future campaigns.

Template Organization: Keep your template library organized to streamline your email creation process. Use clear naming conventions and folder structures to make it easy to find and update templates. Regularly review your library and archive outdated or underperforming templates to maintain a clutter-free workspace.

Continuous Optimization: Regularly analyze the performance of your email templates and make data-driven improvements. Pay attention to key metrics such as open rates, click-through rates, and conversion rates. Identify areas for optimization, such as subject lines, calls-to-action, and content layout, and make iterative changes to enhance performance over time.

Mobile Responsiveness: With a growing number of people reading emails on mobile devices, it's essential to ensure your templates are mobile-responsive. HubSpot's drag-and-drop templates are responsive by default, but if you're using custom HTML templates, be sure to use responsive design techniques and test your emails on various devices and email clients.

By implementing these best practices and leveraging HubSpot's powerful email template features, you can create and manage a high-performing email marketing program that drives engagement and conversions.

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Boost HubSpot Efficiency with Bardeen Automations

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.

Create and manage email templates in HubSpot

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