How to Use Hubspot Email Templates in Outlook
Email templates provide a consistent message and structure to help you save time and improve efficiency. They help streamline communication and close deals more quickly and effectively!
This article will provide instructions for how to access marketing email templates directly from your Outlook account. These email templates include event invitations, cold calls, follow-up responses, project management introductions, grant information, and more.
Step 1.
Navigate to Outlook. Start a new email and fill in the contacts that you want to send this email to.
Step 2.
In the menu, near the right-hand side, there will be a Hubspot menu with an icon and the words “Sales Tools”. When you click on this button, a Hubspot menu will open on the right side of your email box.
Step 3.
In the “Message tools” panel, click “Templates”.
Step 4.
At the top of the list of folders, you will see “_Marketing Email Templates”. Click this folder.
Step 5.
Choose your desired template. You can do so by clicking through the pages or searching for a topic in the search bar at the top of the box.
Step 6.
Success! Your chosen template will populate, and you can edit the messaging as needed.