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In HubSpot, Templates are pre-written email formats that users can create and save for future use, making communication more efficient and consistent. This is also a centralized repository where users can create, manage, and organize various templates to streamline their marketing, sales, and service processes.
TEMPLATE VS. SNIPPET
TEMPLATES
What they are: Templates are more comprehensive pre-designed structures that you can use for emails, sales outreach, or other communications. They often include placeholders for personalization (like names, dates, or company details) and may be formatted with more detailed layouts.
Usage: Templates are ideal for creating consistent email formats, structured proposals, marketing emails, or outreach campaigns where design, layout, and personalization are important.
Customization: Templates typically allow more customization in terms of design (e.g., headers, footers, tables, images) and can be saved for repeated use. You can create a full email or sales message and fill in specific details later.
Flexibility: Templates are structured, and while they can be edited for personalization, they are typically larger and require more setup than snippets.
SNIPPETS
What they are: Short, reusable blocks of text (or sometimes media) that you can quickly insert into emails, chat responses, or tickets. Snippets are designed for frequently used pieces of content that you want to reuse across multiple interactions.
Usage: Ideal for replies to common questions, signature blocks, standard disclaimers, or any short message that can be reused.
Customization: Snippets are often simple, with minimal formatting or structure. They can be inserted into a conversation as needed but do not have extensive design or layout elements.
Flexibility: Snippets are great for quick, personalized responses and can be inserted into ongoing conversations or tickets with just a few clicks.
Type in the template name on the search bar.
Select the template based on what you need from the options.
Once you have located the template, just click on it and you will be directed to this view:
In Summary
Snippets = Small, reusable text blocks for fast insertion into messages or tickets.
Templates = Pre-designed, reusable email or message structures that you can customize with placeholders.
In short, snippets save you time on short, frequent messages, while templates are more useful for building entire emails or outreach sequences with design elements.
Keywords: email templates, sales templates, hubspot templates, communication templates, reusable emails
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