Creating an email template in HubSpot helps you save time, stay consistent, and streamline your email marketing. Whether you’re sending newsletters or promotional emails, follow these steps to quickly design and save a reusable template in HubSpot.

 

1. Log in to Your HubSpot Account

  • Go to hubspot.com and click Log in.
  • Enter your email address and password.
  • Once logged in, you’ll land on your HubSpot dashboard.

2. Navigate to the Marketing Email Tool

  • In the navigation bar, click Marketing.
  • From the dropdown menu, select Email.
  • This will take you to the email dashboard where you can manage and create emails.

3. Create a New Email

  • Click the Create email button (usually located in the top right).
  • Choose the type of email you want to create (e.g., Regular).

4. Choose a Template

  • Browse the available pre-built templates.
  • Click Preview to see how a template looks.
  • Select a template that suits your purpose and click Use template.

Alternatively:

  • Click Create from scratch if you want to build a custom layout.

5. Customise Your Email Template

  • Click on text modules to edit headings and body copy.
  • Update fonts and styling to match your business.
  • Use the left-hand sidebar to drag and drop elements such as:
    • Text
    • Images
    • Buttons
    • Dividers
    • Social icons

6. Configure Email Settings

  • In the navigation bar, click Setup.
  • Add your Email name (internal use).
  • Click Email contents.
  • Enter your Subject line.
  • Set the From name and From email address.
  • Add a preview text to improve open rates.

7. Save the Email as a Template

  • Click File.
  • Select Save email as template (if available in your plan).
  • Give your template a clear, descriptive name.
  • Click Save.

8. Test and Review Your Template

  • Click Preview and test to see how your email looks on desktop and mobile.
  • Send a test email to yourself.
  • Make any final adjustments before using it in a live campaign.
  • Click Review and send.

What is HubSpot

HubSpot is an all-in-one CRM and marketing automation platform designed to help businesses attract, engage, and convert customers. It offers a range of tools across marketing, sales, customer service, and content management, all connected through a central CRM system. Within HubSpot’s Marketing Hub, users can create and manage email campaigns, landing pages, forms, workflows, and more.

The email tool in HubSpot allows you to design professional marketing emails using a drag-and-drop editor or custom HTML. You can segment your audience, personalise content using CRM data, and track performance metrics such as open rates, click-through rates, and conversions. Because everything is integrated, you can connect your email campaigns directly to contacts, lists, and automation workflows. This makes HubSpot particularly useful for businesses that want to scale their email marketing while maintaining a personalised approach.

Benefits of using HubSpot to create an email template

Using HubSpot to create email templates helps you standardise your communication, improve efficiency, and maintain brand consistency. It also makes it easier to personalise and optimise your campaigns over time.

1. Save time with reusable designs

Creating a reusable email template means you don’t have to start from scratch each time you launch a campaign. Once your layout, branding, and structure are set up, you can duplicate and adjust the content as needed. This is especially useful for newsletters, product updates, or recurring announcements.

2. Maintain consistent branding

HubSpot allows you to customise fonts, colours, logos, and styling within your templates. By saving these settings in a template, every future email will follow the same visual standards. This ensures a professional appearance and helps build brand recognition across your marketing communications.

3. Personalise and optimise performance

HubSpot templates support personalisation tokens, allowing you to automatically insert details such as a contact’s first name or company. Combined with built-in analytics, you can test subject lines, monitor engagement, and refine your templates to improve open and click-through rates over time.

How to create an email template in HubSpot: A Final Note

Creating an email template in HubSpot is a simple way to streamline your email marketing and stay consistent. Set up your template once, refine it over time, and use it to power future campaigns efficiently.