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	Attach files
Edit email template	Use email templates
Add variables

Create email template

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

Connect your email address to OnePageCRM. See here.

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.

Enter Template name, E 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

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

Hit Save.

Attach files

You can add attachments to your template from:

Your computer
Google Drive
Dropbox
Documents page

To remove a file, select the delete icon.

Edit templates

To edit a template, select the pencil icon.

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

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

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 the subject line of your templates.