Last updated: August 4, 2023
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 sales templates from the CRM or when sending an email from your inbox.
Sales email templates are used when sending one-to-one emails. For bulk emails, learn how to save marketing email templates.
Please note: users with Templates permissions can create, edit, and delete templates. 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.
You can view the total number of templates that have already been created in your account in the top right corner on the templates dashboard. Learn more about these limits in HubSpot's Product & Services catalog.
Please note: there is 256 character limit applied to template subject lines. To ensure that your recipients can read the entire subject line, it is recommended to keep the subject line under 45 characters. Learn more about email subject line best practices on HubSpot's User Blog.
Please note: templates must include text. Templates with images only will not attach successfully to your email in HubSpot or your email client. It is not recommended to copy and paste content from another text editor, as this can cause formatting issues in the HubSpot template editor. If you do need to paste content, make sure to paste only the text itself and not any previously applied styling.
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.
After creating your email template, you can use it to send emails from the CRM.
Necessary disclosure: if you opt to use HubSpot's sales email templates in addition to connecting your email to HubSpot, HubSpot will scan the content of your sent emails to identify possible templates for use by users in your HubSpot account.