Overview
You want to know how to create email templates. Knowing how to create email templates allows you to construct an email template once and reuse it thousands of times with minimal effort. Create email templates to lay down a framework that you can build from and sharpen as you hone your strategy.
Information
Email templates can be created by following the below instructions:
- Open Playbooks.
- Click the menu button (Playbooks logo).
- Click Email Templates and a new window will open.
- Navigate to the new window.
- Click the yellow plus button.
- Click Create New.
- Name your template.
NOTE: Email templates must have a title with at least five characters before you can save the template. - Optionally, add tags.
- Optionally, add teams.
- Optionally, click Allow Team(s) to Edit Template switch.
NOTE: This allows the rep to only modify the email template for the email they are sending. It will not save the changes to the email template in the Play. - Add email subject.
- Add email body.
NOTE: Clicking the A at the bottom opens the text editor which allows you to format text and insert links. - Optionally, use Merge Fields and Placeholders
- Optionally, use Email Enhancement Options
- Click CREATE.
Priyanka Bhotika
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