Creating Email Templates

Email templates can be used for:

Managing email templates

You can manage email templates under Admin > Email Templates screen.

To create a new email template, click the "Add Template" button:

file-ooktlCqpSK.png

Sharing email templates with your team

Emails can be shared with everyone. If you create an email template, you can choose to share it or not.

file-cRqW1TVX4c.png

Using Merge Fields

Merge Fields are fields that will be replaced with the appropriate information. For example, %contact_name%would be replaced with "John Doe" if that is the name of your contact.

Using Email Templates

To use an email template when you are replying or creating a new email to a contact via 1:1 email, you can:

  • Simply click the "Use a Template" button
  • Or, at the beginning of a line, type '/template name' and you will be presented with a popover with a list of matching templates.

file-cRqW1TVX4c.png

Was this article helpful?
0 out of 0 found this helpful