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TAPquestion
Member

Create a template that has input fields

SOLVE

Hi All,

 

Was wondering if there is a way to create a template that has "Blank spots" that you can easily tab through to quickly fill. 

 

For example I want a template that is:

 

Hi I am writing to you about [whatever issue it is], can you please [whatever they need to do]. 

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a template that has input fields

SOLVE

Hi @TAPquestion,

 

You can create placeholders as shown below.

 

karstenkoehler_0-1736744428578.png

 

karstenkoehler_1-1736744452770.png

 

karstenkoehler_2-1736744477728.png

 

https://knowledge.hubspot.com/conversations/how-do-i-add-personalization-tokens-to-a-template-or-sni...

 

I am now aware of any quick fill feature or settings. You could request this in the HubSpot Ideas section of the community, reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

A general request was posted here already: https://community.hubspot.com/t5/HubSpot-Ideas/keyboard-shortcuts/idi-p/12244

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a template that has input fields

SOLVE

Hi @TAPquestion,

 

You can create placeholders as shown below.

 

karstenkoehler_0-1736744428578.png

 

karstenkoehler_1-1736744452770.png

 

karstenkoehler_2-1736744477728.png

 

https://knowledge.hubspot.com/conversations/how-do-i-add-personalization-tokens-to-a-template-or-sni...

 

I am now aware of any quick fill feature or settings. You could request this in the HubSpot Ideas section of the community, reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

A general request was posted here already: https://community.hubspot.com/t5/HubSpot-Ideas/keyboard-shortcuts/idi-p/12244

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes