Overview
Email templates are pre-designed, reusable emails you can send individually or in bulk through nurture campaigns. Use this article to create a template, add personalization and content, and save it for your team.
Key Functionality
Email templates let you:
Send one-off emails or automated nurture campaigns.
Track sends, opens, clicks, and replies at global and personal levels.
Insert lead and system field placeholders for dynamic personalization.
Set template ownership as Corporate, Branch, or private.
Include formatted text, images, hyperlinks, and file attachments.
Before you Begin
Confirm you can access Settings > Email Templates.
Decide who should be able to use the template: Corporate, Branch, or only yourself.
If you want a signature in your emails, create it first. See How to Create an Email Signature.
How to Create an Email Template
Step 1: Access Email Templates
Click MORE in the main navigation toolbar.
Select Settings.
Navigate to NURTURE LEADS > Email Templates.
Step 2: Create a New Template
On the Email Templates page, click the Add Email Template button in the top-right corner.
Step 3: Configure template settings
In the creation window, set the following:
Setting | What it does |
Name | Give your template a clear, descriptive name. |
Owner | Set access: Corporate (all users), Branch (users in a specific branch), or your name (private to you). |
Share With Others | If the owner is set to a user, toggle this on to share with other users. |
Tags | Optional tags to categorize your template. |
Step 4: Build Your Template Content
Subject Line: Enter an engaging subject line. You can use placeholders here as well.
Body: Use the rich text editor to write your email content. Insert placeholders (e.g.,
{FirstName},{UserPhone}) to personalize the message dynamically.
Use the Preview: Click Preview Template to see how your email will look before saving.
To add your email signature, place the
{User:Signature}variable where you want it to appear, typically at the end of the email body. If you have not created a signature yet, see How to Create an Email Signature.
Step 5: Test and Save
Use the Send Test Email feature to send a preview to your own email address. (Note: Placeholders will not be populated in test emails).
Once satisfied, click Save Changes.
Enhancing Your Template
Add Attachments: Click Attach files... to upload and attach documents to your template.
Insert Images: Use the Insert Image button in the editor to upload and place images. Please note that some email hosts may automatically block images, which is outside of SalesExec's control.
Create Hyperlinks: Highlight text or an image and use the Create Link button to add clickable URLs.
Tracking and Managing Templates
View Statistics: On the main Email Templates page, toggle between Personal and Global Statistics to view performance metrics for each template, including sends, opens, clicks, and replies.
Filter and Search: Use the Filter & Sort button to narrow templates by tags, owner, or status. Use the search bar to find templates by name or subject.
Best Practices
Name templates descriptively so they are easy to find, such as Follow-Up - 3 Days After Call.
Always use
{FirstName}and other relevant lead fields to increase engagement.Always send a test email to check formatting, links, and attachments before using the template widely.
Review template statistics regularly to identify effective messages and refine underperforming ones.
For signature guidance, see How to Create an Email Signature.
Troubleshooting
Issue | What to check |
My template is not appearing for other users | Check the Owner setting. If set to Branch, confirm users are in that branch. If set to a user, confirm Share With Others is on. |
Placeholders show as raw text in sent emails | The lead record may be missing data for that field. Verify the lead information is complete. |
Links or images are broken in the sent email | Test all links before sending. For images, confirm they are uploaded correctly and are not too large. |
My signature is not appearing in emails | Confirm the |
FAQ
What are email templates used for?
They are pre-designed, reusable emails for one-off sends, bulk emails, or nurture campaigns.
Where do I create an email template?
Go to MORE > Settings > NURTURE LEADS > Email Templates, then click Add Email Template.
What is the difference between Corporate, Branch, and private owners?
Corporate is available to all users. Branch is available only to users in a specific branch. Your name keeps the template private to you.
How do I add my email signature to a template?
Place the {User:Signature} variable in the template where you want the signature to appear. If you have not created a signature yet, see How to Create an Email Signature.
Why do placeholders show as raw text?
The lead record may be missing data for that field. Verify the lead information is complete.
Can I track template performance?
Yes. On the Email Templates page, toggle between Personal and Global Statistics to view sends, opens, clicks, and replies.
Can I share a template with other users?
Yes. If the owner is set to a user, toggle Share With Others on.