HubSpot CUSTOM
EMAIL TEMPLATES

In a crowded (and noisy!) online landscape, almost every organization looking for a vibrant, powerful, and proven way to

• Acquire new customers
• Design personalized customer journeys
• Foster meaningful relationships with their audience and ultimately
• Build their brand equity

And there’s one medium that can help them achieve all this, and more- email marketing.

From humble Mom-and-Pop stores to medium-sized businesses, and well-known brands to large enterprises – everyone uses email marketing to stay in touch with their audience. And why not? Email marketing works – period! But to ensure that email marketing yields high ROI for your brand, it’s critical that you choose the right Email Service Provider (ESP). A number of organizations all over the world choose HubSpot for crafting engaging email, newsletter, and landing page templates to meet many of their sales and marketing goals.

Several businesses across the globe are increasingly discovering the merits HubSpot, as a platform, brings to the table with respect to planning, creating and executing robust email Marketing campaigns for their brands. With this feature-packed email marketing platform, you can quickly and easily create branded emails by choosing from dozens of HubSpot templates. You can also create your own custom email template thanks to the user-friendly drag-and-drop interface of its email builder.

What’s more, HubSpot enables you to do all of this as well:

• Navigate through and easily find all sent, scheduled, drafted and even archived messages
• Filter by email type or campaign
• Export your email information and share it with your team or management
• View a performance summary of most recently edited, created and sent emails
• Access metrics like bounce rate, delivery rate, etc. to assess each campaign’s performance

EMAIL MARKETING WITH HUBSPOT: KEY FEATURES AND BENEFITS

Whether you are a B2B or B2C business, with HubSpot, you can quickly create branded emails to engage with your audience and stay relevant in a competitive marketplace.

This comprehensive yet easy to use email marketing platform offers both free and premium (i.e. paid) plans with a wide range of features that scale with higher-tier plans. Some of the most popular (and widely-used) features of the HubSpot include:

• CRM platform integration with advanced segmentation capabilities
• Easy-to-build forms, landing pages and CTAs
• In-built email automation
• Simple ways to comply with email regulations such as CAN-SPAM (U.S.) and GDPR (EU)
• Built-in analytics and dashboards
• Downloadable reports for post-campaign assessment
• Email integration with Gmail, Outlook and many other email clients

A number of HubSpot email templates and themes enable marketers to create unique, personalized emails, irrespective of their business type or audience profile. These templates are built by arranging a variety of content modules in an easy to use drag-and-drop interface. And with the Layout Editor, you can convert an idea or prototype into a HubSpot responsive email template for creating content. You can even customize your template as per your brand’s unique email marketing needs.

Other advanced features and capabilities that you can harness for your brand’s email campaign include email automation tools, list segmentation, email tracking and extensive analytics.

STREAMLINE YOUR EMAIL MARKETING WITH HUBSPOT

At the end of the day, every email marketing campaign is not about the organization or its brand(s). It is about the customer. Email marketers who understand the importance of building customer relationships and nurture these relationships over time are able to capture their minds, hearts and loyalty.

BUT it’s almost impossible to individually build personal relationships with each lead, prospect or customer – unless you have an unlimited pool of resources, e.g. manpower, time or capital. And that’s why it’s advisable to make HubSpot templates your best marketing friends!

What you can do with HubSpot email templates

They will save you a ton of time and effort by removing most of the design, coding and UX-definition work out of crafting your emails. Access the platform’s library of built-in templates designed to suit every step of your customer’s journey. Or create your own HubSpot custom email template from scratch. The choice is yours! Either way, templates are useful if you plan to use repetitive content in many different emails.

1. Send ‘templatized’ emails from your email inbox

   Whether you use Outlook, Office 365 for Windows or Gmail, HubSpot email integration ensures that you can easily access all your email templates from the CRM or when sending an email from your inbox – with just one click! No more wasting time drafting repetitive emails. When you can send your email templates in seconds, you can focus on what really matters – serving your customers!

2. Personalize your templates the way you want to

   Once your templates are ready, you can easily personalize them with tailored content for your recipients. One way to do this is to include personalization tokens. To create impressive email marketing campaigns every time, personalization is absolutely critical, and HubSpot’s advanced support for template creation makes this possible!

3. Optimize templates with real-time metrics and data

   You can easily check which of your templates are doing well, and which ones are not. In your dashboard, ‘Template Reports’ will show you all the metrics for all your templates and over any time period.

   

4. Share templates with your team

   If a particular email template is doing well, you can share it with your team so they can use it as well. All you have to do is give them access to inside their inboxes. With these time-saving and high-performing templates at their fingertips, the team can close more deals – win-win for everybody!

   Step-by-step guide to create email templates in HubSpot

   1. Navigate to Conversations > Templates

   2. Click New template

   3. Select From scratch

   4. Enter a name and subject for your template

   5. Enter content in the body of your template

      1. Modify the text with the formatting options at the bottom of the editing window
      2. Click the More dropdown menu to edit the font style and size, or text alignment
      3. Click the link icon to add hyperlinked text
      4. Click the image icon to add an image
      5. To tailor the content in your template, based on recipient, include

         personalization tokens by clicking the Personalization dropdown menu

         • Click the Type dropdown menu and select a property type
         • If you select a property token, use the search bar to locate and select a specific property. When you send the template to a contact, the property type tokens will populate with the corresponding property value
         • If you use a placeholder token, enter a name for the placeholder token in the Custom token field and enter a value for the token before sending the email to the contact
      6. Click the Insert dropdown menu to insert a snippet, sales document, meeting link or video to your template

   6. Click Save template

   

   What else can you do with your HubSpot email template?

   • Make it private so only you can view and use it
   • Control who the template is shared with on the templates dashboard
   • SShare it with everyone for viewing and using

   

   • Add the template to a folder so you can access it anytime you want. Click the Select a folder dropdown menu
   • Add template emails to your sequences • Delete templates – individually or in bulk
   • Individually: Hover over the template and click Delete
   • Bulk: Select the checkboxes next to the templates, click Delete at the top of the table; in the dialog box, click Yes, delete

   Now that you’ve created your HubSpot email template(s), you can send it from the CRM and your email inbox using the sales extension.

   Step-by-step guide to send HubSpot email templates

   1. Navigate to contacts, companies, deals or tickets

   2. Click the name of a record

   3. Click the Email icon

   4. In the pop-up box, click Templates

   5. Hover over the template you want to send and click Select

   6. Customize the content and click Send

4 WAYS TO CREATE EMAIL TEMPLATES WITH HUBSPOT

HubSpot offers a number of ways to create re-usable email templates for your brand’s email marketing campaigns:

• Use the built-in drag-and-drop visual designer tool
• Code a basic template using HTML markup and HubL, and then upload the file to the platform
• Clone a drag-and-drop template into HTML code and edit it inside the HubSpot template builder.
• Code a template by first creating modules and uploading the file to the platform

Now, the drag-and-drop method for building email templates may seem simpler (and therefore quicker), but compared to modular, custom-coded templates, they don’t provide your email marketing campaign the most value.

Let’s go over the types of templates that can be created with the above methods in HubSpot. But first, we need to know about:

1. Pre-built email templates

   Sometimes, designing and building an email template from scratch (using any of the methods mentioned above) can be painful and time-consuming. HubSpot provides the solution to email marketing managers who are pressed for time and need to get a campaign out quickly – the HubSpot Marketplace!

   HubSpot Marketplace is full of beautifully-designed pre-built email templates – both free and premium – that you can download directly to your portal and use for your email marketing campaigns. These templates are all rigorously tested to ensure that they’re responsive on all types of devices: mobile, desktops and tablets. They work on all email platforms and can be easily edited and modified – say with the brand’s logo, colors, fonts, etc. – as per the campaign’s requirement.

   Now, if you create your own templates using any of the above 4 methods, here are some of the template types you can expect to see:

2. Drag and drop no-coding email templates

   With the drag-and-drop visual designer, you can create customized HubSpot email templates without any coding. To create a basic email template with a simple design and without much functionality, a drag-n-drop email template should suffice.

   How to create a new template with the drag-and-drop visual designer tool:

   1. Navigate to Marketing > Files and Templates > Design Tools

   2. Click File > New file to create a new template. New file to create a new template

      

   3. In the dialog box, click Drag and Drop

   4. Select the template type (email) in the dropdown

   5. Give your template a file name

   6. Click Create

3. Custom-coded email templates

   When you need to build more complex, flexible templates with unique designs, the pre-built or even the drag-and-drop approaches don’t really work. But with basic, custom-coded email templates, your developers can freely modify the code in any way, including some email template variables like {{ contact.firstname }}, {{ contact.lastname}}, and {{ contact.email}}. HubL provides this flexibility in your email templates.

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4. Modular custom-coded email templates

   With modular email templates you get editable content segments, called modules,, which you can customize as per your requirement. So, basically you can create and send multiple emails from a single modular template. This helps to not only cut down email production time but also the cost.

   DOWNLOAD MODULAR EMAIL TEMPLATE SAMPLE

   DOWNLOAD NOW

   Download A Sample

WHAT KIND OF EMAIL CAMPAIGNS CAN YOU CREATE WITH HUBSPOT EMAIL MARKETING?

An email is an email is an email, right?

Wrong!

Every Email Marketing campaign is different. It has different goals, maybe a different set of subscribers and a different look-and-feel. But different does not have to mean painful. Creating different email campaigns for different purposes is effortless, uncomplicated and pain-free – in HubSpot!

With a huge number of email templates and powerful automation features in HubSpot, you can create any kind of email campaign including the ones below:

1. Welcome emails

   With HubSpot email automation, you can easily create welcome emails for people who have signed up for your newsletter, product trial, special offer, event, etc. Customize it as per the specifics of what you're offering, showcase your brand's unique personality and highlight the value that recipients will receive. First impressions are important, and welcome emails are the perfect way to make a great one!

2. Lead nurturing emails

   Got a lot of leads that are going nowhere? A lot of organizations have this problem. Solve it with efficient email marketing! With HubSpot, you can identify the leads that are already interested in your products or offers, create relevant and targeted content that makes them more likely to continue their relationship with you, and ultimately lead them down the marketing funnel into a position of conversion-readiness.

   From planning and setup to segmentation and timing – email automation can help you with every aspect of designing a lead nurturing email campaign.

   
3. Product updates

   Pick from a number of email templates to create simple, straightforward and yet appealing product emails with clear headlines, useful descriptions and images that showcase your new product or feature in the best light.

   
4. Newsletters

   If your organization has a business blog, you can send a weekly or monthly roundup of stories or articles published on it with an email newsletter that is visually appealing but not textually overwhelming. With HubSpot newsletter templates, you can insert high-quality images or videos, and combine them with impactful headlines, summaries and CTAs to encourage recipients to read more on your blog.

   
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5. Invites

   Want to promote an upcoming event and invite your contacts? Send an invite email through HubSpot! Make sure you showcase why that event is worth their attendance and do include compelling visuals to attract registrants.

   
6. Dedicated Send

   If you want to send a dedicated email campaign only to a certain group of people, HubSpot is a great choice. Create your campaign and select your subscribers. The platform will take care of the entire process.

7. Co-marketing emails

   Are you looking to leverage the audience of another company to increase your company’s reach or to promote your events, services or products? Try HubSpot marketing email templates – specifically co-marketing templates! You can easily add both companies’ logos, include copy that mentions both businesses, and also create custom graphics so your subscribers can easily visualize the special offer or one-off event that prompted you to send the email.

   Here’s an example of a co-marketing email sent by HubSpot and Unbounce.

   
8. Confirmation emails

   Automatic confirmation emails are the bread and butter of organizations relying on online channels to serve their customers. It can be frustrating for customers to wait for confirmation that their transaction was completed, their order was placed or their payment was processed. And frustrated customers can be lost customers! Don’t let this happen to you – create accurate and timely confirmation emails with HubSpot , and improve your customer service outcomes.

   
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9. Form submission thank you emails

   Do you thank your customers or subscribers every time they fill out and submit a form? If not, now is a good time to start,With HubSpot, you can create these emails and trigger them automatically after each form submission. Simple, quick and very effective!

   Choose the email template design that matches your email marketing goals. A number of free and paid templates (both email and landing page templates if you need to integrate them into your emails) are available in the HubSpot Asset Marketplace. Here’s what the marketplace looks like when you search for a email template.