Email

Save your marketing email as a template (BETA)

Last updated: October 13, 2020

In Beta

Applies to:

Marketing Hub  Professional, Enterprise

If you have a drafted or published email that you'd like to reuse for a future email, you can save it as a template.

 

Please note: you can only save regular marketing emails as templates. For blog and RSS emails, you can clone the email instead.

To save an email as a template:

  • In your HubSpot account, navigate to Marketing > Email.
  • Choose an email that you want to save as a template:
    • If you have an existing draft or published email that you want to save as a template, hover over the email. Click Actions, then select Save email as template.
    save-email-as-template-dashboard
    • If you want to create and save a new email as a template, click Create email. Select Regular, then select a template. After you've finished editing your email, click the Actions dropdown menu in the top right, then select Save email as template.

save-email-as-template-editor

  • In the dialog box, enter a template name.
  • Click Save

Once you've saved an email as a template, it will be available for you to select when creating a new email under the Saved templates section.

use-saved-email-template

When using a saved email template, you'll still need to configure any smart rules, along with any other settings or recipients that you want to include for the new email.