Which Of The Following Is Not A Required Part Of An Email Template

With templates, you tin can salve repetitive electronic mail content as an email template. Before sending a template, you can personalize and tailor the content to your recipients . You can access templates from the CRM or when sending an email from your inbox.

Please note: users with Templates permissions tin can create, edit, and delete templates. Gratuitous users can access the first five templates created in the business relationship. This means that if a complimentary user is added to an account where five or more templates have already been created, that free user volition be able to view and use only those first 5 templates. If there are no templates in the account, the free user tin can create up to v templates total.

You tin view the total number of templates that have already been created in your business relationship in the top right corner on the templates dashboard. Learn more almost these limits in HubSpot'due south Product & Services itemize.

Create a template

In your HubSpot account, navigate to Conversations > Templates.
Click New template, then select From scratch.
Enter a proper noun and subject for your template.

Delight annotation: there is 256 graphic symbol limit applied to template bailiwick lines. To ensure that your recipients can read the entire subject line, it is recommended to go on the subject field line under 45 characters. Learn more about e-mail discipline line best practices on HubSpot's User Weblog.

To make the template private so merely yous can view and utilise the template, click the Shared with everyone dropdown menu and select Individual. You can as well modify who the template is shared with on the templates dashboard.
To add the template to a folder, click the Select a binder dropdown menu.
Enter the torso of your email.
1. Employ the formatting options at the bottom of the editing window to modify the text.
2. To edit the font style and size, or edit the text alignment, click the More than dropdown menu.
3. To add hyperlinked text, click the link icon link.
4. To insert an image, click the image icon insertImage.
5. To include personalization tokens in your electronic mail template, click the Personalization dropdown menu. Learn more about adding personalization tokens to your sales email templates.
6. To insert a snippets, sales certificate, meeting link, or video, click the Insert dropdown menu.

Please note: templates must include text. Templates with images only will not attach successfully to your email in HubSpot or your email client.

Information technology is not recommended to copy and paste content from another text editor, as this can cause formatting issues in the HubSpot template editor. If yous do need to paste content, make certain to paste merely the text itself and not any previously applied styling.

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When you've finished creating your template, click Save template.

Yous tin can at present transport template emails from the CRM and your email inbox using the sales extension, or add template emails to your sequences.

Please notation: curly brackets in templates cause issues with HubSpot'due south template rendering service. You can apply a placeholder token instead to prompt users to enter the missing information before sending the e-mail.

Send a template

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

In your HubSpot business relationship, navigate to contacts, companies, deals, or tickets.
Click the proper noun of a record
In the left panel, click the Electronic mail icon email.
In the popular-upward box, click Templates.

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In the dialog box, hover over the template you want to send and click Select.

Customize the content, the click Send. If you used whatever placeholder tokens in the template, update the placeholder text before sending.

The email will exist tracked automatically, and the data volition be added to your template written report data.

Learn how to send templates from your inbox using the HubSpot Sales Chrome extension, the Outlook desktop add-in, or the Office 365 add-in.

Necessary disclosure: if you opt to utilize HubSpot's sales electronic mail templates in addition to connecting your e-mail to HubSpot, HubSpot volition scan the content of your sent emails to identify possible templates for utilize by users in your HubSpot account.

Delete templates

In your HubSpot account, navigate to Conversations > Templates.
To delete a template, hover over the template yous want to delete and click Delete.
To bulk delete templates, select the checkboxes next to the templates you want to delete. At the top of the table, click Delete. In the dialog box, click Yes, delete.