Create an E-Mail Template
RZ

Robert Zander

Created May 06, 2022

Create an E-Mail Template

50
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Hubspot

5 Steps
1

In your HubSpot account, navigate to Conversations > Templates

→ Click on New Template an choose From scratch

In your HubSpot account, navigate to Conversations > Templates
2

Enter a Name for your Template

Example: "Kündigungsbestätigung" oder "Welcome Mail"

Enter a Name for your Template
3

Enter a Subject for your Template

Please note: there is 256-character limit applied to template subject lines. To ensure that your recipients can read the entire subject line, it is recommended to keep the subject line under 45 characters.

Enter a Subject for your Template
4

Enter the body of your Email

  1. Use the formatting options at the bottom of the editing window to modify the text.

  2. To edit the font style and size, or edit the text alignment, click the More dropdown menu.

  3. To add hyperlinked text, click the link icon link.

  4. To insert an image, click the image icon insert Image.

  5. To include personalization tokens in your email template, click the Personalization dropdown menu. Learn more about adding personalization tokens to your sales email templates.

  6. To insert a snippets, sales document, scheduling link, or video, click the Insert dropdown menu.

Enter the body of your Email
5

When you've finished creating your template, click Save template

You can now send template emails from the CRM and your email inbox using the sales extension, or add template emails to your sequences.

Please note: curly brackets in templates cause issues with HubSpot's template rendering service. You can use a placeholder token instead to prompt users to enter the missing information before sending the email.

When you've finished creating your template, click Save template
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