Templates are used to make the email step creation of a Sequence easier.
Table of Contents:
- Creating a Template
- Adding Personalization to a Template
- Sharing a Template
- Using a Template
- Cloning a Template
Creating a Template
Follow the 2 steps to create a Template:
Step 1: Navigate to Templates and click New.
Step 2: Fill in a Name for the template and then put in the Subject and Content.
Adding Personalization to a Template
You can use personalization that will later auto-populate and/or comments that need to be filled in manually. On the right side you will see a preview of the rendered personalization for a Lead/Contact in the template as you type it.
Sharing a Template
To change who can see and use the Template click on the Sharing tab. Here you can switch the Template to be visible to all users and switch the owning user if you would like.
Using a Template
To use the template, when adding an email type step into a Sequence, use the Templates button in the editor to select the proper template.
If you need to copy a Template, it is very simple to do so.
Step 1: Find and open a Template you would like to make a copy of.
Step 2: Click the Clone button in the ribbon.
That is all! This will automatically take you to the cloned copy. It will have the same name as the original but with “[copy]” added to the end.