How to use sales templates

Last updated: April 17, 2018

Available For:

Marketing: N/A
Sales: Free, Starter, Professional
Service: N/A

Templates are pre-made emails that you can send to contacts and personalize, without having to type the same content each time.  

 

Create a template

Follow the instructions below to create a new template:
  • In your HubSpot Sales Hub account, navigate to Sales Tools > Templates.
  • Click Create template and select From scratch
  • Enter a name and subject for your template. 
  • Enter the body of your email. Use the formatting options at the bottom of the editing window to modify the text. To include personalization tokens in your email template, click the Token dropdown menu and select a property and property type. You can also add a meetings link by clicking the Meeting link dropdown menu. 
  • Click the Document dropdown menu to insert one of your sales documents. In the modal box, you can choose to require an email address in order to view and you can opt to include a document preview link in the body of the template.

template-token-document

  • Templates must include text. Templates with images only will not attach successfully to your email in HubSpot or your email client. 
  • When you've finished creating your template, click Save template

Please note: creating a sales template with curly brackets instead of personalization tokens causes issues with HubSpot's template rendering service. Before saving your template, remove any curly brackets. 

Send your template

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

  • Navigate to Contacts.
  • Select the contact to whom you'd like to send the template.
  • On the contact record, click the Email tab. Then, click Templates.

  • In the dialog box, hover over the template you wish to send and click Select.
  • Customize the content as you see fit and click Send.
  • The email will be tracked automatically, and the information will be fed back into your template reports.  

Report on your templates

With a HubSpot Sales Hub Starter or Professional subscription, you have the ability to report on your templates to get a sense of which is performing best.

After you have already started sending your templated emails, you can access reporting on those email sends:

  • In your HubSpot Sales Hub account, navigate to Sales Tools Templates.
  • Click the Analyze tab. At the top of the screen, you'll see an overview of your sales templates' performance and the top users in your HubSpot account. You can use the Date range and Users filters at the top to customize the data. 

Below the Performance and Top Users reports, you'll see an interactive chart of your templates' performance. You can see data based on sends, opens, open rate, clicks, or click rate by clicking the dropdown menu at the top left of the chart. 
  • Check the Emails logged to CRM box to include all emails that have been tracked using HubSpot Sales and logged to a CRM. 
  • Toggle between Templates and Users to see the performance of each of your templates over time or to see the performance of templates sent by each user in your account over time. 
    • When you toggle to Templates, you'll see all emails using a template and tracked with HubSpot Sales. 
    • When you toggle to Users, you'll see all emails tracked with HubSpot Sales, not just templates. 
  • You can also choose to see your data by day, week, or month. 
  • Below the chart, you'll see a table with data on each specific template or user. Check the box next to a template or user to display that data in the chart above. When using the Templates view, you can also click on the name of a template in the table to make edits right from here. 

Was this article helpful?

Previous article:

Next article: