Page Comparison

Access Saved Templates:

1. Go to Marketing > Marketing Email in HubSpot.

2. Click Create email in the top right, select an email type, then click the Drag and drop tab.

3. Saved templates are listed under Saved templates.

Create or Update Templates:

1. To create a new template, click Create new template in the top right, name your template, then Create template.

2. When editing, select Update template to save changes.

Organize and Edit Templates:

1. Click Manage saved templates in the top right to search, sort, or organize templates.

2. Use the Actions dropdown to:

   • Preview: View the desktop and mobile versions.

   • Edit: Modify the template in the drag-and-drop editor.

   • Clone: Duplicate the template.

   • Delete: Remove the template permanently.

   • Use this template: Start a new email using the template.

Overview

Sales templates save repetitive email content, allowing you to personalize messages before sending. For one-to-one emails, you can access them from the CRM or directly from your inbox. Bulk emails require marketing templates instead.

Template Creation & Access

• Free Usage: Users can create and edit up to 3 templates.

• Paid Usage: Users on Sales/Service Hub Professional, Enterprise, or Starter accounts with assigned seats can create, edit, and delete unlimited templates.

• Template Dashboard: View total templates created in your account from the top right of the templates dashboard.

How to Create and Send a Template

1. In HubSpot, go to Library > Templates > New Template > From Scratch

2. Set a name and subject (under 45 characters recommended).

3. Enter and format email content, add links, images, and personalization.

4. Hit save when done.

5. When ready to send it, go to CRM > (Contacts, Companies, Deals, or Tickets).

6. Open a record, click the Email icon, then Templates.

7. Choose a template, personalize content as needed, and click Send.

Additional Notes

• Placeholder Tokens: Use these instead of curly brackets to avoid rendering issues.

• Template Tracking: Emails sent via templates will be automatically tracked and reported.

• Delete Templates: Go to Library > Templates, select templates, then delete. Please note: Only creators or super admins can delete private templates.

• Using HubSpot Sales Extension: You can create templates directly in Gmail (if using Chrome extension).

• Leverage HubSpot’s AI Assistant: Generate templates with HubSpot’s AI assistant.

Personalization tokens allow you to tailor email templates or snippets to each recipient by pulling in specific data, like contact details. Tokens auto-populate with the corresponding property value when the email is sent.

How to Add Personalization Tokens

1. To Access the Template or Snippet, go to Templates or Snippets in your HubSpot account.

2. Open an existing template/snippet or create a new one.

3. Click into the body text where you want to add the token.

4. Click the Personalize dropdown in the toolbar.

5. Select the property type (Contact).

6. Use the search bar to choose a specific property (e.g., First Name, Last Name, Program of Interest).

Note:

• Multiple Records: Data may not populate from the intended record when using a token in a snippet linked to multiple records.

• Updating Blank Properties: If a token property is blank in HubSpot, your input will update the property in the record. Use placeholders to avoid permanent updates.

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