Templates for specific business units

[AngelaP]

How can I organize/separate my email templates by business unit? I have an enterprise account with a number of different brands/businesses set up as business units. I would like to create email templates for each business unit, that are only visible to the users of that business unit. For example, users of BU#1 only see the saved templates for BU#1, etc. I have figured out how to assign specific emails to a BU but not the template itself. Thanks in advance!

[Kgeorrge]

Great question! Organizing email templates by business unit can streamline managing multiple brands. Here's a quick guide to ensure each business unit sees only its templates:

1. Name separate folders for each business unit (BU#1, BU#2, etc.) in your email marketing platform.
2. Save each template in its respective business unit folder.
3. Adjust your platform's permissions settings, giving each user group access only to their specific folder.
4. Create user groups for each business unit and assign the relevant users to their groups.
5. Have users log in to verify they can only see their assigned templates, making adjustments as needed.

This way, each business unit only sees what they need, simplifying management and reducing mix-ups.

Feel free to reach out if you need more help. Happy emailing!

[AngelaP]

Hi @Kgeorrge - would love more help on this. I'm not seeing how to add email templates into folders. Can you provide more detail on where you're setting up the folders and where you're seeing the option to save each template into those folders?  Thanks!

[karstenkoehler]

@Kgeorrge please share detailed instructions for creating folders for marketing email templates and exact steps how these can be assigned to business units.

If your reply was created with generative AI, please mark it accordingly.

[karstenkoehler · Accepted solution]

Hi @AngelaP,

This is unfortunately (and unintuitively) not possible at this stage. I agree however, that it should be.

You would have to request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

Additionally, I'd recommend flagging this with your HubSpot account manager. Business units are still missing some crucial features and your account manager can log them as roadblocks for you.

Have a great day!