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Hubspot - How to Create Email Templates



Guide

  1. Go to "Conversations" on your dashboard. 

  2. Click on "Templates".

  3. Select "New Template"

  4. Pick "From scratch" from the drop-down menu.

  5. Give your template a unique name.

  6. Add an interesting subject line. Make sure that it's under 45 characters.

  7. Add your template's body content.

  8. You can also make the template private or shared, add it to a folder, and customize the email body using various formatting options.

  9. Click on "Save template" to save your new template.

  10. Congratulations! You can now view your new template on the Templates dashboard.

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