Efficient Emailing: Adding Email Templates (Snippets) in Your CRM

Simplify your email correspondence with this guide on adding email templates, also known as snippets, in your CRM. Discover how to create pre-written email templates for common scenarios, saving time and ensuring consistency in your communication. This article provides step-by-step instructions on how to add email templates, including tips for customizing and personalizing them to suit your needs. Whether you're sending out marketing campaigns, responding to customer inquiries, or following up on leads, mastering email template addition empowers you to streamline your email workflow and communicate more effectively in your CRM platform.

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1. Navigate to your inbox.

2. Next, tap on Templates (Snippets) option.

3. Then, select Add Template (Snippet).

4. Choose Add Email Template (Snippet) from options.

5. Fill in your chosen template name.

6. Add a subject for your template.

7. Select desired Custom Values.

8. Choose relevant trigger links.

9. Type in your template body.

10. Consider attaching a file if necessary.

11. Click 'Save' when you're done with the template.

12. Test by filling in the 'From' address field.

13. Complete the 'To Address' section.

14. Finish by clicking on 'Send'.