Guide

How to Create an Email Template in HubSpot

This guide will walk you through the step-by-step process of creating an email template in HubSpot. Follow these instructions to create a customized email template from scratch.

1. Log in to HubSpot – Go to hubspot.com and sign in to your HubSpot account.

2. Navigate to Templates – From the main dashboard, click on “Conversations” or “Marketing” > “Templates” under the Tools or Email section.

3. Click “Create Template” – Hit the “Create Template” button to start building your new email.

4. Choose a Format – Select “From scratch” to build your own, or pick a pre-built template for a faster setup.

5. Add Subject and Body – Fill in your email subject line, body content, and use personalization tokens like contact name, company, etc.

6. Format the Design – Add images, buttons, dividers, and format your text using the built-in editing tools.

7. Save and Name the Template – Click “Save” and give your template a clear name so you can find it later easily.

8. Use or Share the Template – You can now use the template in sales emails or share it with your team for consistent outreach.