How to create and manage templates

In this article we summarise how to create, edit and manage templates within HubSpot.

How you can create Templates in HubSpot

Templates

Templates help you to save repetitive email content as an email template. Before sending an email you can personalise the content. You can either access templates from the CRM or when sending an email from the inbox.

How to create a template in HubSpot

• Go to Conversations > Templates in your HubSpot account.
• Click New template, select From scratch.
• Enter a name and subject for your template.
• You can make your template private so only you can view and use the template. Click the drop-down menu Shared with everyone and select Private. 
• You can also share the template with specific users and teams.
• To add the template to a folder, click the Select a folder dropdown menu and click the Folder icon. 
• Enter the body of your email.
• To format the template, use formatting options at the bottom of the window.
  • To edit the font style size or the text alignment, click the drop-down More.
  • To add hyperlinked text, click the link icon.
  • To insert an image, click the image icon.
  • To insert personalisation tokens in your email template, click the drop-down Personalisation.
  • To insert a snippet, sales document, meeting link, or video, click the drop-down Insert.
  • Click Save templates.

How to send a template in emails in HubSpot

Now the template has been created; you can use it to send emails from the CRM.

• Go to contacts, companies, deals, or tickets in your HubSpot account.
• Click the name of a record.
• On the left side, click the Email icon.
• A new window Email will be opened. Click Templates.
• Another window, Select template, will be opened.
• Click Select to select the template you want to use.
• Modify the content, then click Send.

How to create a folder to organise templates in HubSpot

• Go to Conversations > Template in your HubSpot account.
• In the upper right corner, click New Folder.
• A new window will be opened, enter the name of the folder, and click Create Folder.

How to delete, move, clone and manage sharing of a template in HubSpot

• Go to Conversations > Templates in your HubSpot account.
• Go to drop-down Action, next to the template name.
• Click the action Move, Delete, Clone or Manage Sharing, whichever you want to perform.