HubSpot Email Template Editing Guide in 5 Steps

How to Edit Email Template in HubSpot

Editing email templates in HubSpot is a straightforward process that can significantly impact your marketing efforts. Whether you're looking to update the design, modify content, or adjust the layout of your email templates, HubSpot provides versatile tools to achieve these tasks efficiently. This guide will walk you through the various methods to edit email templates, including managing saved templates, editing email modules, and customizing specific elements like the social module within your marketing emails.

Editing email templates in HubSpot can be streamlined with Bardeen, automating your email marketing for consistency and efficiency.

Edit Email Template HubSpot

To begin editing an email template in HubSpot, navigate to your email dashboard by selecting 'Marketing' > 'Email'. If you're looking to edit a saved template, click on 'Manage saved templates' in the top right corner. Here, you can organize, search, and edit your templates:

1. Click 'Create email' in the top right, then choose an email type.
2. Under the 'Drag and drop' tab, find your existing template listed under 'Saved templates'.
3. To edit, preview, clone, or delete a template, click the 'Actions' dropdown menu next to the template you wish to modify.

If you're creating a new template, click 'Create new template', enter a name for your template, design it, and then click 'Update template' to save your changes.

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How to Edit Email Modules in HubSpot

Editing modules within an email template allows for more granular control over the content and layout of your emails. To edit modules:

1. Navigate to the specific email or template you wish to edit.
2. Click 'Edit' to access the email editor.
3. Click on any module within the template to edit its content directly in the sidebar editor.
4. To add new modules, drag and drop them from the 'Modules' menu into your template.
5. After making changes, click 'Preview' to review your edits and 'Publish changes' to apply them.

For more advanced customizations, such as creating custom coded modules, navigate to 'Marketing' > 'Files and templates' > 'Design Tools'. Here, you can build new modules or edit existing ones using HTML, CSS, and HubL.

Customize the Social Module in Your Marketing Emails

The social module in HubSpot emails allows recipients to navigate directly to your social media accounts. To customize this module:

1. In the email editor, drag the Social module into your email.
2. To edit, add, or remove social accounts, hover over an existing network and click the 'edit icon' or click '+ Add' to include a new network.
3. Customize the appearance of social icons by adjusting the display, icon style, scale, spacing, and alignment settings.
4. Click 'Done' to save your changes and return to the module editor.

These steps ensure your email templates are not only visually appealing but also aligned with your brand's social media presence, enhancing your overall marketing strategy.

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Editing email templates in HubSpot can be done manually following the steps outlined above, or you can bring in the power of automation with Bardeen. Automating these processes not only saves time but also ensures consistency across your email marketing efforts. Imagine never having to manually update contact details in emails or create tickets for follow-up on email responses again. With Bardeen, these tasks can be automated, allowing you to focus on crafting the perfect message.

Here are some ways Bardeen can help automate tasks within HubSpot:

1. Create draft email for a HubSpot contact using OpenAI: Automatically generate a draft email tailored to your HubSpot contacts, leveraging the power of AI to ensure your message hits the right notes.
2. Create a HubSpot Ticket from the currently opened email: Turn your email correspondences into actionable HubSpot tickets, streamlining your customer service and follow-up processes.
3. Summarize and save new emails to HubSpot using OpenAI: Keep your HubSpot contacts updated with the latest communications by automatically summarizing and logging email contents as tickets.

These automation examples showcase how Bardeen can streamline your HubSpot email management, ensuring your marketing efforts are both efficient and effective. Get started by downloading the Bardeen app.