Create an E-Mail Template

Hubspot

1. 1. In your HubSpot account, navigate to Conversations > Templates

   → Click on New Template an choose From scratch

   

2. 2. Enter a Name for your Template

   Example: "Kündigungsbestätigung" oder "Welcome Mail"

   

3. 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.

   

4. 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.

   

5. 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.