Moving emails between Business Units

HubSpot Ideas
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Tip Fot Using Templates Across Business Units

Hi everyone,

I wanted to share a quick tip to help you save time when managing emails in HubSpot, especially if you’re working with multiple business units.

Here’s how you can use the Template Library to easily access email templates across different business units without having to recreate them:

  1. Save the Email as a Template: Start by saving your email as a template in the Template Library. You can do this by selecting the email you want to reuse and choosing the option to save it as a template.
  2. Switch to the Desired Business Unit: Once your template is saved, navigate to the specific business unit you’re working on.
  3. Access the Template Library: Go to the Manage Template Library section. Here, you should be able to find and access the email templates you’ve already saved.

This approach eliminates the need to recreate emails from scratch, ensuring consistency and saving valuable time.

Hope this helps!