Create and store email templates
One of the key advantages of the Email Sync is the ability to utilize Email Templates, which can significantly streamline your email communication process by allowing you to save and reuse pre-written messages for different purposes.
This feature not only saves time but also ensures consistency in your correspondence.
| Create Email Templates | Edit Email Templates |
| Add Variables to Email Templates | Delete Email Templates |
| Attach Files to Email Templates | Use Email Templates |
Create Email Templates
You can decide if this Email Template is visible to all users within your account, or only to yourself. Simply untick the checkbox Visible to all users.
You can save an email you are writing in the email pop-up window as an email template as well.
Once you have finished writing your email, click the Template option at the bottom of the email pop-up window → select Save message as a template.
Add Variables to Email Templates
While creating a new or editing an existing email template → click on Variable → choose from the dropdown → click Save.
You can choose from the following:
- First name
- Last name
- Full name
- Organization name
- Job title
- Quote block
- Contact address
- Contact or Organization Custom Fields
Notes:
- First name appears as [contact.firstname], Last name appears as [contact.lastname], etc.
Variables have a fallback option for you to add.
E.g. "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.
Attach files to Email Templates
You can add files to your template from:
To remove a file, hover over the attachment and select the bin icon.
Notes:
- You can also add a URL link to your email text in the template by clicking on the URL link icon.
- Add a picture to your template by clicking on the photo icon at the bottom of the textbox.
- You can send up to 30MB per email in attachments.
Edit Email Templates
Note: You can clone a template to create a similar one, by hovering over the template and clicking on the clone icon.
Delete Email Templates
Email Templates cannot be deleted in bulk.
Use Email Templates
To use the Email Templates, you need to be connected to the Email Sync and the email needs to be sent from OnePageCRM directly to your contacts.
Once you open a new email, click on Template → select the appropriate template → click Send.
Notes:
- If no contact is selected, any variables in the template will not be populated and stay blank, unless you selected a fallback for it. To ensure these get populated, add the contact email address first.
- Email Templates can also be used when sending bulk emails.
- Email templates are only available once you connect your Gmail/Google Apps mail or Outlook.com/Outlook 365 as your primary mail client.