How to create an email template in HubSpot in 2024

Email is a form of electronic communication that allows users to exchange messages and documents over the Internet. Its key features include sending and receiving messages, attaching files, organizing emails into folders, creating email templates for repetitive messages, and setting up automated workflows for personalized communication. In this article, we will explore how to create an email template in HubSpot, a popular email marketing and customer relationship management platform, to streamline your communication efforts and enhance the effectiveness of your email campaigns.

What does create an email template in HubSpot mean?

Creating an email template in HubSpot involves designing a reusable structure for email campaigns that can be easily customized and personalized for different recipients. This template includes the layout, branding elements, and content placeholders that can be edited and filled with specific information for each email campaign. With HubSpot's email template builder, marketers can create visually appealing and engaging emails that align with their brand guidelines and messaging. This process streamlines the email creation process, saves time, and ensures consistency in email campaigns.

Why would you want to create an email template in HubSpot?

Create an Email Template in HubSpot - this may be helpful for:

1. Automating responses for customer service inquiries

   Automating responses for customer service inquiries involves creating pre-written email templates in HubSpot that can be automatically sent out in response to common customer questions or issues. It helps streamline the customer service process and ensures customers receive a timely and consistent response to their inquiries. By setting up automation rules in HubSpot, businesses can save time and provide a more efficient customer service experience.

2. Preparing outreach templates for lead generation campaigns

   Preparing outreach templates for lead-generation campaigns involves creating a personalized email template that can be used to reach out to potential leads. This template should include compelling content that drives recipients to take action, such as scheduling a meeting or signing up for a demo. Utilizing tools like HubSpot can make it easy to customize and send out these emails to target audiences, ultimately increasing the effectiveness of lead-generation efforts.

3. Maintaining consistent messaging across different departments

   Maintaining consistent messaging across different departments is crucial for creating a cohesive brand identity and ensuring a unified voice when communicating with customers. Creating an email template in HubSpot allows you to efficiently ensure that all departments use the same language, tone, and design elements in their communications. It helps to reinforce your brand and presents a professional and organized front to your audience. Using a centralized platform like HubSpot, you can streamline creating and sending emails, making it easier to maintain consistency across all departments.

How to create an email template in HubSpot step-by-step?

1. Log in to your HubSpot account.

2. In the top right corner, click on your profile picture and select 'Marketing' from the dropdown menu.

3. In the left sidebar, click 'Email' and select 'Templates.'

4. Click the orange 'Create template' button in the upper right corner.

5. Select the type of template you want to create (e.g., drag-and-drop, coded, or custom-coded) and click 'Next.'

6. Name your template and select a folder where you want to save it. Then click 'Create.'

7. Customize your template by adding text, images, buttons, and other elements. The drag-and-drop editor makes this easy.

8. Once you are happy with your template, click on the 'Actions' dropdown menu in the top right corner and select 'Save.'

9. Your email template is now saved and can be used for future email campaigns.

10. To use your template, navigate to the email creation tool in HubSpot and select the template you created from the template library.

11. Customize the content of your email and send it to your contacts.

Congratulations! You have successfully created an email template in HubSpot.