Create an Email Template

Think of Email templates as a rough draft of an email. Create an email template to:
  1. Avoid having to write the same email over and over (resend the same email)
  2. Share it with your teammates to keep your communications uniform

Head to Email Templates, then click “New Email Template”.

Though similar to the email composer, instead of sending your email, you have the option to "Save" at the end.


Here is what you should see in the email template composer (Click on the image to enlarge):

  1. Name
    • This is the name of your email template.
    • Ex: “Template for Opportunities”
  2. Preview
    • Click the Preview button to preview your landing page.
  3. Video Message
    • Click Change to attach a video to your email template.
    • Once you add a video, the video’s thumbnail will appear in the body of your email. Please note that deleting this thumbnail will prevent you from sending your email. If you have accidentally removed the thumbnail, simply re-attach your video.
  4. Landing Page
    • Click Change to attach a landing page to your email template.
    • Your default landing page is used unless a different landing page is selected.
  5. Subject
    • This is what the subject line of your email will be.
    • Ex: “Hello {{recipient_first_name}}! Please watch this video I made just for you.”
  6. Insert Merge Field
    • Merge fields automatically fills in information based on the sender and receiver.
    • Ex: If Sally Smith sends, “I look forward to see you {{recipient_first_name}}! Until then, {{sender_first_name}} {{sender_last_name}}.” will be read by John Doe as “I look forward to see you John! Until then, Sally Smith.”
  7. Body
    • This is the body of the email. Two things to keep in mind:
      • “{{Watch Video}}” field will be replaced by a clickable text, “Watch Video”, which will direct the recipient to the video.
      • Be creative! Remember the email template should be used however you see fit.
If you are satisfied with your email template, click "Save". Don’t worry about creating the perfect email template; you can always edit your templates later.

Remember, you can create as many email templates as you want, and the format of your email templates are completely up to you. Use it to expedite your communication process.

Applying your Email Template

If you are ready to put your email template to use, head to the email composer, then click "Choose" next to "Email Template" at the top of the page:

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