Drafting multiple emails with similar content can be time-consuming and repetitive. Utilizing pre-designed templates can streamline your email workflow and enhance collaboration among your team.
Creating an Email Template
To create your first Email Template go to the Outreach Tab at the top of your screen, select Email Template from the drop down menu.
On the Email Templates page, click "+Add Template." This will open a pop-up window where you can write your email. Make sure to add a subject line and give your template a name. When you're finished, just click Save and your new email template will be ready to use!
Tip: Send yourself or a team member a test email so you can verify that the email's format is to your liking. Just click 'Send a Test Email' to get started.
How to Access an Email Template From My Sequence
Now that you've created your Email Template let's review how to add it to an email step in your Sequence.
Start by adding an email step. When the new window appears, look to the bottom left corner for a row of icons. Click the icon that looks like a square, then select the name of your Email Template from the dropdown menu. Review the template, make any edits you'd like, and then click Save to finalize the step.
And there we go! Now you've added a new email step to your Sequence using an Email Template.
Before we conclude, please note Email Templates are visible for all users in your account, so everyone can access them easily from their Email Templates page and from their Sequences.
Reach out to your CSM if you have any questions via email or through the in app chat service.