Email Templates

Creating email Templates is a great way to save you and your salespeople time. Connect your Gmail or Outlook/ Office 365 account and create templates in OnePageCRM which you can use when sending individual emails or emails in bulk. 

In this article:
Create email template Add variables
Edit email template Use email templates

Create email template

1
Go to your User Profile / Initials (in the top right-hand corner) → Select  All  Apps and Integrations → under  Communication Apps go to  Email .

2
Connect your email address to OnePageCRM. See here.
3
Once connected, go to Templates → + New Template.

Note: If you wish to hide this template from all users on your account, untick the checkbox  Visible to all users.

4
Enter  Template NameE mail Subject, and email body text → Save.     

Note: You can save an email you're writing in the  compose email window as an email template too. Once you've finished writing your email in the compose email window, click the Template option → Save message as a template

Add variables

1
To add a variable to your template select  Insert variable and choose from the following: 
  • First name
  • Last name
  • Full name
  • Organization name
  • Job title
  • Email
  • Title (Mr/Mrs)
  • Quote block
  • Contact address 
  • Contact custom fields 
2
Hit Save

Edit templates

1
To edit a template, select the pencil icon.
2
Make the edits required → Hit  Save.
Note: To clone a template click on the  clone icon. To delete a template, click on the  bin icon


Use email templates

1
On the bottom right of the compose email window, click the Template option → Select the template you want to use.
2
Hit Send.

NOTES

  • Email templates are only available to select once you've connected your Gmail Google Apps mail or Outlook.com / Outlook 365 as your primary mail client.
  • Use Variables in your template and we'll auto-insert the matching details for each contact.
  • First name appears as [contact.firstname], Last name appears as [contact.lastname], etc.
  • Variables have a fallback option so "Hi [contact.firstname,fallback=there]", means that if there is no contact first name, it will default to Hi there.
  • You can use variables in your subject line of your templates.

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