Products & Quotes

Create and send templates

Last updated: February 13, 2020

With templates, you can save repetitive email content as an email template. Before sending a template, you can personalize and tailor the content to your recipients. You can access templates from the CRM or when sending an email from your inbox.

Please note: free users can access the first five templates created in the account. This means that if a free user is added to an account where five or more templates have already been created, that free user will be able to view and use only those first five templates. If there are no templates in the account, the free user can create up to five templates total.

Create a template

  • In your HubSpot account, navigate to Conversations > Templates.
  • Click New template, then select From scratch.
  • Enter a name and subject for your template.
  • To make the template private so only you can view and use the template, click the Shared with everyone dropdown menu and select Private. You can also change who the template is shared with on the templates dashboard. share-template-from-template-editor
  • To add the template to a folder, click the Select a folder dropdown menu. 
  • 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 insertImage
    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, meeting link, or video, click the Insert dropdown menu.

Please note: templates must include text. Templates with images only will not attach successfully to your email in HubSpot or your email client.

sales-email-template-create-new-template

  • 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.

Send a template

After creating your email template, you can use it to send emails from the CRM.

updated-templates-in-crm-email-toolbar
  • In the dialog box, hover over the template you want to send and click Select.
  • Customize the content, the click Send. If you used any placeholder tokens in the template, update the placeholder text before sending. 

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  • The email will be tracked automatically, and the information will be added to your template report data.

Learn how to send templates from your inbox using the HubSpot Sales Chrome extension, the Outlook desktop add-in, or the Office 365 add-in

Delete templates

  • In your HubSpot account, navigate to Conversations > Templates.
  • To delete a template, hover over the template you want to delete and click Delete.
  • To bulk delete templates, select the checkboxes next to the templates you want to delete. At the top of the table, click Delete. In the dialog box, click Yes, delete.

Please note: a template can only be deleted by the user who created it, or by a Super Admin.

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