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How to Use HubSpot Campaign Templates

HubSpot Campaign Template

Are you tired of spending hours creating and executing marketing campaigns from scratch? Look no further than HubSpot Campaign Templates. These pre-designed templates are a game-changer for marketers, offering a ready-to-use structure and design framework for various types of campaigns.

Whether you're planning an email drip campaign, event campaign, and abandoned cart campaign, these templates have got you covered. The best part? They are fully customizable, allowing you to tailor them to your specific branding and messaging needs.

With HubSpot Campaign Templates, you can save time, streamline your marketing efforts, and ensure a consistent and effective strategy. Read on to learn more about how to create and customize a campaign using HubSpot templates.

Prefer to watch instead of read? Check out this demo video! 

What are HubSpot Campaign Templates? 

HubSpot Campaign Templates are pre-designed, ready-to-use templates that allow marketers to create and execute their campaigns seamlessly. These templates provide a structure and design framework for various types of marketing campaigns.

By utilizing these templates, marketers can save time and effort in creating campaign materials from scratch. The templates are customizable, allowing marketers to tailor them to their specific branding and messaging needs. With HubSpot Campaign Templates, marketers can easily create, launch, and track their campaigns, ensuring a consistent and effective marketing strategy.

Whether you are a beginner or an experienced marketer, using these templates can greatly enhance your campaign management process and help you achieve your marketing goals more efficiently. So why not take advantage of these powerful tools and elevate your marketing efforts to new heights?

Create a Campaign Using a Template

Creating a HubSpot campaign using a campaign template is a simple and efficient way to streamline your marketing efforts. With HubSpot Campaign Templates, you have access to pre-designed templates that are ready to use, allowing you to create and execute your campaigns seamlessly. These templates serve as a structure and design framework for various types of marketing campaigns, such as email drip campaigns, event campaigns, and abandoned cart campaigns.

1. Choose a Template

To create a campaign using a template, click Create Campaign > Start from Template. Then, simply choose the template that best aligns with your campaign objectives and branding. HubSpot offers several templates, including: 

  • Abandoned cart
  • Email drip campaign
  • In-person event promotion
  • Internal newsletter
  • Lead generation
  • Loyalty programs
  • Nurture
  • Onboarding + welcome
  • Online event promotion
  • Product launch
  • Product sale
  • Re-engagement

campaign template page

2. Preview the Template

Clicking the Preview option gives you a synopsis of the goal of the campaign and included asset steps. 

campaign template preview

3. Add campaign details

Customize the campaign details as you normally would when creating a campaign from scratch. 

Add campaign details

4. Customize the template

Customize the template by adding additional campaign steps or attaching pre-made assets. If you need to create a new asset, clicking Create New will simply take you to that area of the portal. 

Customize the campaign template

5. Start Using Your Campaign

Once you've added the additional step(s) you'd like at this time, you can click Save and View or Save as template (if you would like your customizations to exist as an alternate version of the template you selected.) 

Once your campaign is created, you can still add assets and adjust the steps as necessary by clicking Edit Campaign.

live HubSpot campaign

Create a Custom Campaign Template

Creating a custom campaign template in HubSpot is largely the same as editing a pre-made template. Simply click Create Campaign > Start from Template as you did with the default templates. However, once you get to the page with the pre-made options, click Create new template instead. 

You'll be prompted to name the campaign and add campaign details. Then, you can add steps and attached assets as you like. 

Just like with the default template types, creating a custom campaign template for you and your team to use can save you time and ensure your successful strategies are repeated time after time. 

Why Use HubSpot Campaign Templates

The best part is that HubSpot Campaign Templates also provide you with tracking and analytics tools, allowing you to monitor the performance of your campaigns. You can easily track metrics such as open rates, click-through rates, and conversion rates, giving you valuable insights into the effectiveness of your marketing efforts.

HubSpot Campaign Templates are a valuable resource for marketers of all levels. They save you time and effort by providing pre-designed templates that can be easily customized to suit your branding and messaging needs. By using these templates, you can create, launch, and track your campaigns with ease, ensuring a consistent and effective marketing strategy.

So why not take advantage of these powerful tools and elevate your marketing efforts to new heights? Create a custom campaign template using HubSpot today and see the impact it can have on your marketing success.

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