How you can create Templates and Snippet in HubSpot

Templates

Templates help you to save repetitive email content as an email template. Before sending an email you can personalize the content. You can either access templates from the CRM or when sending an email from the inbox.

How to create a template in HubSpot

To create a Template in hubSpot
  • Go to Conversations > Templates in your HubSpot account.
  • Click New template, select From scratch.
  • Enter a name and subject for your template.
  • You can make your template private so only you can view and use the template. Click the drop-down menu Shared with everyone and select Private
  • You can also share the template with specific users and teams.
  • To add the template to a folder, click the Select a folder dropdown menu and click the Folder icon
  • Enter the body of your email.
  • To format the template, use formatting options at the bottom of the window.
    • To edit the font style size or the text alignment, click the drop-down More.
    • To add hyperlinked text, click the link icon.
    • To insert an image, click the image icon.
    • To insert personalization tokens in your email template, click the drop-down Personalization.
    • To insert a snippet, sales document, meeting link, or video, click the drop-down Insert.
    • Click Save templates.

    How to send a template in emails in HubSpot

    To send a Template in emails in HubSpot

    Now the template has been created; you can use it to send emails from the CRM.

    • Go to contacts, companies, deals, or tickets in your HubSpot account.
    • Click the name of a record.
    • On the left side, click the Email icon.
    • A new window Email will be opened. Click Templates.
    • Another window, Select template, will be opened.
    • Click Select to select the template you want to use.
    • Modify the content, then click Send.

    How to create a folder to organize templates in HubSpot

    To create folder to organize Templates in HubSpot
    • Go to Conversations > Template in your HubSpot account.
    • In the upper right corner, click New Folder.
    • A new window will be opened, enter the name of the folder, and click Create Folder.

    How to delete, move, clone and manage sharing of a template in HubSpot

    To move, clone, delete or manage sharing of Template in HubSpot
    • Go to Conversations > Templates in your HubSpot account.
    • Go to drop-down Action, next to the template name.
    • Click the action Move, Delete, Clone or Manage Sharing, whichever you want to perform.

    Snippets

    Snippets are those short reusable blocks of text that can be used on contact, company, deal, and ticket records; in email templates; in chat conversations; also when logging activity or note. 

    How to create a Snippet in HubSpot

    To create Snippet in HubSpot
    • Go to Conversations > Snippets in your HubSpot account.
    •  Click Create snippet in the upper right corner.
    • A new window, New Snippet, will be opened.
    • Enter a name in the Internal name field.
    • Enter the body of your snippet in the Snippet text.
    • Use formatting options to format the text at the bottom of the Snippet text section.
    • Enter a name for the snippet shortcut in the Shortcut section. You can use this shortcut to insert the snippet in a record, email template, live chat conversation, or logging activity.
    • Click Save snippet after creating the snippet.

    How to use snippets in HubSpot

    To use Snippet in HubSpot

    Snippets are used to leave notes about a prospect in the CRM. You can quickly pull in important details when writing an email to a prospect, or as a quick response during a live chat conversation.

    Two ways to add a snippet:

    • Go to contacts, companies, deals, or tickets in your HubSpot account.
    • Click the name of a record.
    • From the left window, select Notes.
    • A new window Notes will be opened.
      • Enter # and type the shortcut name you gave to your snippet.
        OR                                          
      • From the format options, click the Snippet icon, select the snippet in the new window.

    How to create a folder to organize snippets in HubSpot

    to create a folder to organize Snippets in HubSpot
    • Go to Conversations > Snippets in your HubSpot account.
    • In the upper right corner, click New Folder.
    • A new window will be opened, enter the name of the folder, and click Create Folder.

    How to delete, move or clone a snippet in HubSpot

    to delete, move or clone a Snippet in HubSpot
    • Go to Conversations > Snippets in your HubSpot account.
    • Go to drop-down Action, next to the snippet name.
    • Click the action Move, Delete, or Clone, whichever you want to perform.