How To Create Module Using Design Tool In HubSpot CRM

ByPastek Editor Hubspot

Introduction:

In the ever-evolving landscape of digital marketing, delivering compelling and engaging content is paramount. HubSpot CRM’s Design Tools offer a dynamic solution, allowing users to create custom modules that can be seamlessly integrated into websites, emails, and other marketing collateral. These modules empower businesses to enhance their visual identity, streamline content creation, and tailor their messages for maximum impact. In this guide, we’ll delve into the process of creating modules using HubSpot CRM’s Design Tools, unveiling how this functionality can revolutionize your marketing efforts.

Step 1: Log in to HubSpot:

Access your HubSpot account by visiting the HubSpot website and logging in with your credentials.

Step 2: Navigate to Design Tools:

Once logged in, navigate to the Design Tools section by clicking on “Marketing” in the top navigation bar and selecting “Design Tools” from the drop-down menu.

Step 3: Create a New Module:

In the Design Tools dashboard, click on the “Create a new module” button. This will initiate the process of designing your custom module.

Step 4: Choose Module Type:

Select the type of module you want to create. HubSpot offers various options like rich text, image, form, call-to-action (CTA), and more. Choose the type that suits your content and design requirements.

Step 5: Design and Customize:

Using the intuitive drag-and-drop editor, design your module’s content. Depending on the module type you selected, you can add text, images, forms, buttons, and other elements. Customize fonts, colors, and styling to match your brand identity.

Step 6: Configure Settings:

Configure module settings such as alignment, padding, margins, and responsiveness to ensure your module looks great across different devices and screen sizes.

Step 7: Save and Publish:

Once you’re satisfied with your module design, save your changes. You can then choose to publish the module to make it available for use in your templates and website pages.

Step 8: Add Module to Templates for Pages:

To use the custom module you’ve created, navigate to the specific email template or website page where you want to add it. Access the module library and select the module you created. Drag and drop it onto your template or page.

Step 9: Customize Module in Context:

After adding the module to your template or page, you can further customize its content to fit the context of your campaign or page. Update text, images, and links as needed.

Step 10: Preview and Test:

Before finalizing your design, preview how the module looks in different devices and screen sizes to ensure responsive design. Test the module’s functionality, such as links and forms, to confirm everything works as intended.

Step 11: Save and Publish Template/Page:

Once you’re satisfied with the design and functionality, save and publish your email template or website page to make your customized module live.