Save HubSpot Drag & Drop Emails as Templates

Do you want to save time in the HubSpot drag & drop email editor? One of the easiest ways to d this is by saving your everyday emails out as a reusable email templates. This new functionality is waiting for you and will help speed up your email creation in your HubSpot Marketing Hub.


About the Expert

George B. Thomas

George B. Thomas is an Inbound Marketing Marketer, Video Jedi and HubSpot Certified Trainer with more than 25 years of sales and marketing experience. He leads the Impulse Creative crew in HubSpot certifications with 19 including Inbound, Email, Contextual, and Content Marketing.

George utilizes his love of teaching and learning to help companies find their way to growth via workshops, speaking engagements, business audits, and of course, Sprocket Talk.


Full Transcript

George Thomas 0:00
Hey, do you want to save time with your email creation inside of HubSpot and even be able to save the emails that you create in the drag and drop editor as a template? Well guess what? There's a new feature. And that's exactly what we're going to talk about today. That's right. I'm your boy George Thomas from sprocket And in this tutorial, we're going to talk about the drag and drop email tool. We're going to talk about how you can save your own template and save time which everybody loves. So without further ado, let's go ahead and get into this. So as you can see, we are in HubSpot. And what we want to do is we actually want to head over to the email tool. So we're going to go ahead and go marketing and we're going to go ahead and go to email and then we're going to go ahead and create an email that's a lot of and go ahead but we'll do regular here and we will go ahead and go to the drag and drop editor. Now notice what we have here is saved templates sprocket talk Course communication here, but what you can do is you can open any email that you want. And you can start to edit this. So if we go ahead and change the logo to a sprocket talk logo. And if we go ahead and change the background of this to white, and then you can see that we probably want to resize this logo. You get the idea, we edit the email. And then what else can we do? Well, we can save it out as a template. Let's keep diving in. So now in this section up here where we have actions, you can see that we can convert to an automated email that's always been there show version history that's always been there, but now save email as a template. So we go ahead and click on that and you give it a template name. So in this case, we might call it simple sprocket talk or even sprocket talk simple orange and then we'll go ahead and hit save. Once we save that we'll go ahead and hit exit and we'll go ahead and go to create email again regular we'll go to dragon Drop and you'll see now the thumbnail will generate here but we have sprocket talk simple orange. Now of course, you could dig a lot deeper, you could add image modules, you could add divider modules, you could add buttons, you can create an entire template for your one off emails or your newsletters, and then simply save them as a template. And now here's where it gets really special. If you dive into that design tab, and you lay out all your colors, all your fonts and you get that done with and then you save it as a template, you have just dramatically decrease the amount of time that you'll send an email. So with that said, make sure you continue to watch more tutorials learn more about HubSpot learn more about inbound so you can grow your business. Of course, I'm George B. Thomas here to help you. Make sure you're focused on being a happy, helpful, humble human along the way. And of course, let's together do some happy hub spotting