Quick summary
HubSpot's email templates feature lets sales and support teams create, name, and save reusable messages directly from the Conversations section, reducing repetitive writing and speeding up outreach. Templates can be set as private or shared, organized into folders, and customized with rich formatting before being saved to the Templates dashboard for instant reuse.
Steps
- Go to Conversations on your HubSpot dashboard.
- Click on Templates in the left navigation menu.
- Select New Template to start creating a template.
- Pick From scratch from the drop-down menu to build a custom template.
- Give your template a unique name to identify it easily.
- Add an engaging subject line, keeping it under 45 characters for best results.
- Write your template body content in the email editor.
- Optionally set the template as private or shared, assign it to a folder, and apply formatting options to the email body.
- Click Save template to store your new template.
- View and manage your saved template from the Templates dashboard.
