In customer relationship management, repetitive emails are often necessary to ensure consistency across various stages of communication. Rather than copying and pasting text from a document and manually adjusting each email, HubSpot’s email templates offer a streamlined solution.
This post, part of my comprehensive HubSpot Setup Guide, will show you how to set up, organize, and use email templates efficiently.
Using HubSpot templates allows you to create a pre-written library of emails, saving time and ensuring consistency in your communications. Instead of copying text and manually editing personalization fields, you can set up templates with dynamic tokens that automatically pull in relevant contact information.
Note: Users need a Sales Hub seat to create templates, but once saved, templates are accessible to all users.
HubSpot also offers a library of pre-designed email templates optimized for conversion across various business types. These can be imported into your library, saving you the trouble of creating templates from scratch.
To keep your templates organized and easy to access, HubSpot lets you categorize them into folders.
When you’re ready to send an email, using templates is simple:
Snippets are short, reusable text blocks you can insert into emails to save time on frequently asked questions or standard responses.
#test
) to quickly insert the snippet text in your emails.#test
) and HubSpot will automatically insert the snippet content.Mastering templates and snippets helps your sales team communicate effectively and consistently, improving productivity across the board.
By setting up templates and snippets in HubSpot, you can save time, maintain consistent messaging, and ensure a streamlined email process. Whether you’re following up with leads or answering common questions, HubSpot’s email tools will help you stay organized and efficient.