Creating and using email message templates

In the Professional, Enterprise, and Elite versions of Sell, each Sell user can create personal templates for frequently sent email messages. You create email templates from the email messages that you create in the lead, contact, and deal cards.

Note: Shared email templates is currently available through a closed alpha program only.

This article covers the following topics:

• Creating a personal email message template
• Using a personal email message template
• Editing or deleting a personal email message template
• Using a shared email message template (Alpha)

Creating a personal email message template

You can create a message template that is private to you.

To create a personal email message template

1. From a lead, contact, or deal card, select the Send an Email tab.
2. Compose your email message. You can use merge tags (see Using merge tags in your email messages) to insert data that is specific to the recipients (for example, their first name) when the message is sent.
3. Click the Email templates icon.

   

4. Select Save as template.
5. Enter a name for your new template, then click Save.

Your new email template is now available to be inserted into other email messages you send. This includes when you send bulk email messages (see Sending bulk email messages).

Note: You create email message templates separately for leads, contacts, and deals.

Using a personal email message template

You can use your personal email templates whenever you write a new email.

To use a personal email message template

1. From a lead, contact, or deal card, select the Send an Email tab.
2. Click the Email templates icon, then select Insert template.

   

3. Select the email template from your list of templates, then click Insert.

The email message now indicates that it’s using a template. If you had entered text into the message before inserting the template, it will be deleted and replaced with the text contained in the template.

If you want to remove the template from the email message, click Discard.

After you’ve inserted the template, you can edit the email message text if you like. If you want to save your modified version as the new version of the template, click the Email templates button and select Save template.

You can also edit the names of your email templates and delete them from your list of templates.

Editing or deleting a personal email message template

You can edit or delete your personal email templates.

To edit or delete a personal email message template

1. From a lead, contact, or deal card, select the Send an Email tab.
2. Click the Email templates button, then select Insert template.
3. Click Edit List.
4. You can edit the name of the template by clicking the Edit (pencil) icon. You can delete the template by clicking the Delete icon.

   

5. When you’re done, click Finish Editing.

Using a shared email message template (Closed early access program)

Note: Shared email templates is currently available through a closed early access program only.

If shared email templates are enabled and available, you'll see a list of email templates that you can use that have been created by your account admin.

To use a shared email message template

1. From a lead, contact, or deal card, select the Send an Email tab.
2. Click Templates, then select Insert template.

   

3. Select the email template you want from the list of templates.

   You'll see the shared email templates marked as Shared with everyone. You can use the search bar to find a specific template.

   

4. Click Insert.

   The template is inserted into your email.

   If you had entered text into the message before inserting the template, it will be deleted and replaced with the text contained in the template.

   If you decide you want to use a different template, click Templates, then select Insert other template.

5. If you want to remove the template from the email message, click Discard.

   After you’ve inserted the template, you can edit the email message text , but you can't overwrite the template unless you have admin rights. Contact your account admin if you need a shared email template to be updated.

   If you want to save your modified version as the new version of the template, click Templates and select Save as template. Enter a new template name and save it as a personal email message template.