How to use HubSpot email templates

How to Use a HubSpot Email Template

Follow these steps to send emails using HubSpot templates:

1. Access Contacts and Prepare to Send an Email

•  In your HubSpot account, navigate to Contacts.
• Open the contact record of the person you want to email.
• Select the Email tab to begin drafting your email.

2. Select an Email Template

• At the top of the email editor, click "Use Template".
• Browse through the available templates and choose the one you want to use.

The template content will automatically populate in your email editor.

3. Customize the Email (Optional)

• If needed, make edits to the email content to better fit the recipient or context.
• You can update any text or details within the template, including personalizing with names, company details, or other specifics.

4. Attach Additional Files (Optional)

• To add any supporting files, click on the **Attach File** icon in the email editor.
• Upload any relevant files, such as presentations or reports, as attachments.

5. Preview and Send the Email

• Click **Preview** to review how the email will appear to the recipient.
• When you’re ready, click **Send** to deliver the email.

How to Create a HubSpot Email Template

1. Navigate to Templates

• In your HubSpot account, go to Library > Templates.

2. Create a New Template

• In the top right corner, click "Create template".
• Select "From scratch" if you want a blank template or choose a pre-made layout if HubSpot offers one that fits your needs.

3. Name Your Template

• In the "Internal name" field, enter a name that will help you easily recognize the template later. This name will not be visible to contacts.

4. Draft Your Template Content

• Use the rich text editor to draft the main content of your template. You can add standard text, images, and formatting to make your message clear and visually appealing.

5. Add Personalization Tokens (Optional)

• Click on the "Personalize dropdown menu to add tokens such as "First Name", "Company Name", or other fields. These tokens will automatically populate with each contact’s specific information when you send the email.

6. Format Your Template

• Use the formatting toolbar to adjust text style, color, and alignment.
• To add hyperlinked text, select the "Link" icon in the toolbar.
• You can also include tables, images, and other elements to enhance the email’s layout.

 7. Save and Preview Your Template

• Once you’re done editing, click "Save template".
• To ensure everything looks correct, click "Preview" to see how the email will appear to recipients.

8. Organize Your Templates

• You can group templates into folders for better organization. Click "New folder" to create a folder and move your template there if desired.

9. Use Your Template

• Your new template is now saved and ready for use. When sending an email from a contact record, select "Use Template" to pull up your new template quickly.