Create and use sales email templates | Scribe

    Create and use sales email templates

    • HubSpot Admin |
    • 21 steps |
    • 2 minutes
      information ordinal icon
      Tip! When you might consider using sales email templates: - Send a meeting recap email. - Send email follow ups. - Send prospecting emails. - For any other situation where you find yourself sending the same emails on a 1:1 basis.

      Create a Sales Email Template

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      Click here
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      Click here
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      Click here
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      Click here
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      Enter a name and subject for your template.
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      You can choose to insert a snippet
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      To use personalization tokens like "first_name", click "Personalize"
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      Search for First Name and click the property
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      Write your email body, for example "this is a demo template."
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      Click here for further personalization options
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      Click here to add snippets, documents, or meeting links
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      To add a meeting link, type the text you want displayed in the email and choose which meeting link you want to use
      To add a meeting link, type the text you want displayed in the email and choose which meeting link you want to use
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      The meeting link appears here!

      Use your sales email template

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      Navigate to the contact you want to send the email template to
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      Click on "Create email" under the "Emails" tab
      Click on "Create email" under the "Emails" tab
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      Click here
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      Select the template you want to send