How to use the email function in Hubspot | Scribe

    How to use the email function in Hubspot

    • HubSpot Admin |
    • 14 steps |
    • 53 seconds
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      Tip! Connect your personal inbox to Hubspot so that email conversations are automatically logged in Hubspot, and so that you can use Hubspot's email tools directly from within your inbox.
      1
      On any contact records, click the "Create an email" toggle button
      2
      Write your email

      Use Hubspot's email templates

      3
      Use the templates function to choose an email template that you can use in this email
      4
      Select your template
      5
      You can edit your template to personalize the email

      Use snippets

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      Tip! Snippets are short pieces of text that you can insert into notes, emails, tasks, etc. They're like mini-templates that you can insert into any text field.
      6
      Type "#" + "snippet name" to show snippet options. Select the snippet and it will populate the text.
      Type "#" + "snippet name" to show snippet options. Select the snippet and it will populate the text.
      7
      If you don't know the snippet's name, click "insert", "snippet", select the snippet of choice.
      If you don't know the snippet's name, click "insert", "snippet", select the snippet of choice.

      Link to documents

      8
      Highlight the text you want to hyperlink. Then click here
      9
      Select the document
      10
      Your highlighted text is now hyperlinking to the document

      Insert a meeting link

      11
      Write a text to hyperlink, like "Schedule a meeting with me here." Then select the meeting link of choice
      Write a text to hyperlink, like "Schedule a meeting with me here." Then select the meeting link of choice

      Insert quotes

      12
      Click "Quotes"

      Send your email now or later