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At times, you may find yourself typing the same email content over and over again to your leads and contacts. In Freshsales, you can save time by creating pre-formatted templates to send some of the most common emails. You can even share these templates with your team to help them send emails faster, there by helping you save time while dealing with repetitive emails. You can use these pre-formatted email templates from the Templates drop down while composing a new email (or sending bulk emails) and also while replying to one. 



To use the email templates, 
  1. Open a new compose window, or reply to an email. 
  2. Select the desired Template from the drop down.
  3. You can edit the email content, add links and placeholders, and attach files, but these changes won’t be saved in the template. You can make changes to templates only from the Admin settings.
  4. Click Send when you're done.
You can find the emails along with their status in the Conversations tab, and under Recent Conversations of a record. 

Note:
  1. Placeholders won’t be available when you click the Send an email button on the Quick Actions bar, unless you’re in the lead/contact details page.
  2. If you’re sending an email using email templates that contains placeholders, remove them before you hit Send.


TO CREATE EMAIL TEMPLATES

  1. Login to Freshsales.
  2. Go to Conversations > Email Templates.
  3. The list of email templates in your account is shown here. Click the New template button.
  4. In the Add template overlay, enter a name for your template which your team can relate to in a flash. For example, if you’re creating a template to send emails to the newly signed up leads, the template’s name could be “Welcome Email” or “Thanks for signing up! 
  5. Enter the subject line of the email.
  6. Type your content in the email body. Use placeholders such as the customer’s First Name, Last Name, Email and Company Name to give a personalized touch to your emails. You can also add links and track the click-through rate using using email tracking.
  7. Click on the Add Attachment icon. You can either upload a new file or re-use an existing one under My Files
  8. Share this template with your team by selecting the checkbox. When you share the template, all the users in your Freshsales account can access it. You cannot custom share templates to individual users or territories.




Click Save once you're done. You can find the email templates under the Templates drop down in the compose window. You can start using these templates while sending emails to your leads and contacts. 


We recommend that you also have a look at these articles:
  1. More on Connecting your email
  2. More on Sending emails
  3. More on Tracking emails
  4. More on Email configurations
  5. Explore Email templates
  6. Complete Email guide
  7. Explore User settings
  8. Explore our Support portal for more KB


Open this in support portal