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How to create email templates in Teamgate?

Giedre -

Create email templates and send them to your customers! This functionality allows to create and save email templates- later send them to your leads and contacts.

 

Note: Make sure you have your email settings set up! 

 

 

To create email template follow these easy steps:

1. Navigate to "My profile"

2. Click "Email templates"

3. Click "New template"

new-template-teamgate.png

 

how-to-create-email-template-teamgate.png

 

4. Enter template name

5. Enter template subject. Please note: this line will be visible to your clients.

 

email-template-name-subject-teamgate.png

 

6. Start to create your email template text. 

create-email-template-teamgate.png

 

Note that by clicking on the button "Insert field" you can insert automatic fields "Name" and "Owner":

Name- the system will automatically add lead's/ contact's or company's name/title to the template.

Owner-system will automatically add person's who is responsible for the lead/ contact or company name. 

As well you can select the fields, created as custom fields.

 

insert-field-teamgate.png

All these inputs will be marked accordingly with the corresponding color of the module, where custom field is in use.

 

 

NOTE: Every email template can contain only those custom fields that are from the same module.  (Marked with the same color, except "Name" and "Owner").

 

 

custom-fields-colors-email-template-teamgate.png

7. If you wish to share your email template enable this option 

share-email-template-with-others-and-save-teamgate.png

 8. Click save

 


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