How do I create a text template in HubSpot?

Use clear and concise language. Avoid using jargon or technical terms that your recipients may not understand. Be specific about what you want your recipients to do. Use a call to action to tell your recipients what you want them to do next.

To create a text template in HubSpot, follow these steps:

  1. Go to Conversations > Templates.
  2. Click New template, then select From scratch.
  3. Enter a name and subject for your template.
  4. Enter the body of your text template. You can use the formatting options at the bottom of the editing window to modify the text.
  5. To add personalization tokens to your text template, click the Personalization dropdown menu. Learn more about adding personalization tokens to your text templates.
  6. Click Save.

Your text template will now be saved in your HubSpot account. You can use it to send emails, SMS messages, or chat messages.

Here are some additional tips for creating text templates:

  • Use clear and concise language.
  • Avoid using jargon or technical terms that your recipients may not understand.
  • Be specific about what you want your recipients to do.
  • Use a call to action to tell your recipients what you want them to do next.
  • Test your text templates before you send them out. This will help you to ensure that they are clear, concise, and effective.

Here are some examples of text templates that you can use:

  • Welcome email template: This template can be used to welcome new customers or subscribers.
  • Thank you email template: This template can be used to thank customers for their purchase or for subscribing to your email list.
  • Newsletter template: This template can be used to send out a newsletter to your subscribers.
  • Sales email template: This template can be used to follow up with potential customers.
  • Support email template: This template can be used to answer customer questions or resolve customer issues.

I hope this helps!