Why You Need Email Templates
Here's the thing: you've probably spent hours crafting the perfect marketing email. You nailed the design, the copy resonates with your audience, and the results prove it works. So why start from scratch next time?
Saving that successful email as a template is a game-changer, especially if you're leading a team. Instead of recreating the wheel every single time, you and your team members can pull from a library of proven templates. That means faster email launches, more consistency across campaigns, and less time spent on design decisions that you've already perfected.
Sure, you can clone an email after you've sent it, but officially saving it as a template gives you a clean, organized way to manage your best-performing assets. It's about working smarter, not harder.
How to Save a Marketing Email as a Template
Ready to set up your first email template? Follow along with these steps.
Step 1: Navigate to Your Email
- Head to the left sidebar in HubSpot
- Click on Marketing, then Email
- Find the email you want to save as a template (look for one that performed well or has a design you love)
Step 2: Access the Save Option
- Hover over the email in your list
- Click the Actions dropdown menu
- Select Save Email as a Template
Step 3: Name Your Template
Give your template a clear, descriptive name. Think about what makes it unique. For example, "SKS Newsletter Template" tells you exactly what this template is for. Avoid vague names like "Email 1" or "Test." Your future self (and your team) will appreciate the clarity.
- Type in your template name
- Click Save
That's it. Your template is now stored and ready to use whenever you need it.
How to Use Your Saved Template
Now that you've saved your template, let's put it to work.
Create a New Email from Your Template
- Go to Marketing, then Email
- Click Create an Email
- Select Regular as your email type (for one-time sends) or choose another type based on your needs
- Click Next
- Look for the Saved Templates section
- Select the template you just created
Customize and Launch
Once you've selected your template, HubSpot creates a new email using that design and layout. From here, you can edit everything. Update the subject line, refresh the copy, adjust images, change dates, whatever you need. The template is just your starting point, not your finish line.
Why This Matters for Your Team
If you're managing a marketing team, templates become your standard playbook. Instead of each person rebuilding what works, they've got a foundation to build from. This creates consistency across your brand voice, design quality, and email performance. New team members get up to speed faster. Your best practices are baked into your templates, not locked away in someone's head.
The real win here? You're not reinventing the wheel. You're leveraging what you know works and scaling it across your entire operation.
Take Action Today
Don't just watch tutorials and read about templates. Go into your HubSpot account right now and save one of your best-performing emails as a template. Give it a solid name. Share it with your team. Then create your next email from that template and feel the time savings kick in immediately.
That's how you go from learning about HubSpot to actually dominating it. Education's great, but execution is everything.
