How to Save Your Marketing Email as a Template in HubSpot

For effortless reusability or design modification of an email generated through the drag-and-drop editor, you can opt to save it as a template for future purposes.

To save an email as a template, adhere to the following steps:

1. Access your HubSpot account and navigate to the Marketing section, then click on Email.

2. Pick the email you intend to save as a template:

If you already have a draft or a published email that you'd like to preserve as a template, hover over the email and click on "Actions." Subsequently, select "Save email as template"

To craft and preserve a fresh email as a template, proceed with these instructions:

1. Initiate the process by clicking on "Create email."

2. Opt for the "Regular" choice, then pick a template that aligns with your requirements.

3. After you've finished editing your email, direct your attention to the upper-right corner and access the "Actions" dropdown menu.

4. Within the dropdown menu, opt for "Save email as a template."

Within the dialogue box, provide a name for your template. Proceed to click the "Save" button. Once you've successfully saved an email as a template, you can conveniently retrieve it for use when creating a new email. Simply select it from the "Saved templates" section.

While utilizing a saved email template, you'll still be required to set up any smart rules and configure additional settings or recipients for the new email as needed.

Are You Using Your HubSpot At Its Full Potential?

HubSpot provides a seamless process for saving emails as templates, enhancing efficiency for future campaigns. By following the steps outlined, users can streamline their email creation process, ensuring consistency and saving time. Whether repurposing existing emails or crafting new ones, the "Save email as template" feature is a valuable tool for any marketer using HubSpot. 

But this is only a sneak peek of what HubSpot has to offer - there are so many features left for you to explore. Don't miss out on them!

Take the first step towards unlocking the full potential of your HubSpot platform. Initiate a comprehensive audit of your HubSpot portal today, completely free of charge, and discover the myriad of features and tools waiting to transform your business operations.

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