All Categories Everything About Emails Create Email Template

Create Email Template

Email templates are practical for various sales activities, as they enable you to standardize communication and save time. These templates can be utilized for different purposes, some of them are:

  1. Follow up on leads and quotes.

  2. Confirm agreements.

  3. Send important notifications.

By incorporating "Placeholders," email templates can be automatically personalized with contact information substituted accordingly.

To create an email template follow this steps

1. Click on "Email Template"

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2. Click on "Add New Template"

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3. Click on "Email Settings"

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4. Enter a template name

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5. Select the workspace members "From address"

Please select the workspace members who will have the ability to send this template. Only the users chosen here will have access to the email template.

In addition to this you can customize the "reply to" email address. All users listed here will receive the reply.

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6. Add template "Category" (optional)

Template categories help group email templates together

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7. Add the "Email Content"

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8. Select from one of the predefine email "Layouts"

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9. Compose the email

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10. Add customizable "Place Holders" (optional)

Please select the category and subcategory for the placeholder to be used. Then, copy the placeholder to the body of the email or subject line.

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11. Click "Create template"

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