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How To Create Email Templates

Email templates for your prospects are sent in bulk, via email nurture, or one-off, with tags and notifications for opens or responses.

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Written by Gerry Cortés
Updated over 4 months ago

Email Templates

This article explains how to create an email template in SalesExec to enhance the efficiency and timeliness of your nurture strategies. An email template is a pre-composed message that automates communication with your leads, streamlining your outreach efforts and improving your engagement.


You will gain insights into both personal and global statistics, including the number of times your email template has been sent, opened, clicked (for hyperlinks), and replied to by your leads

Step-by-Step Instructions

  • Step 1

    • Navigate to More (1) > Settings (2) > Nurture Leads > Email Templates.



  • Step 2

    • Click the Add Email Template button in the top right corner.


  • Step 3

    • Configure your template as needed, indicating a name and setting up the following fields:

  1. Owner

    1. Select corporate if all users in the account need access to the template.

    2. Select branch if only users within a certain branch need access.

    3. Set yourself as the owner if you wish to keep the template private.

  2. Toggle the share with others button to enable sharing with other users in your account.

  3. Use the tags dropdown to categorize your template.

  • Step 4

    • Fill in the template's body and use Lead and system fields as placeholders for important information to be extracted from the Lead, such as name of contact, phone numbers, etc.



  • Step 5

    • Click save changes.

Note: A preview template feature is available to test your template before saving.

Additional Options for Enhancing Your Email Template

Add an Attachment. You can add attachments to provide a more comprehensive and complete experience when responding to your leads using templates:

  1. Next to the body of your email templates, there’s a section for adding attachments, allowing you to upload necessary documents for your leads quickly.

  2. Click the Attach files... button to select your attachment.


    Note: You can add multiple attachments to a single template.

Add Images. You can add images and create hyperlinks to provide a more consistent and complete experience when responding to your Leads using templates:

  1. Click the Insert Image button in the editor, then upload.

  2. Multiple images can be added, but they must be added individually.

  3. The selected image will be highlighted.

  4. Click Insert Image to add it to your template.

  5. You can also include an image in your email signature to align with your company's branding strategy.

Create Link. You can add links to provide a more consistent and complete experience when responding to your leads using templates

  1. Select an image or line of text in the template and click the create link button in the editor.

  2. To link an image, click on the image to select it.

  3. Enter the web address to create the link.

  4. Add link text to mask the hyperlink address.

  5. To test the link, send a test email and click it to ensure it directs to the correct web address.

After completing your changes, test your template by sending it to your personal email. when satisfied, click save changes in the top right corner of the editor. 

Explore Additional Navigation and Reporting Features

Personal and Global Statistics. On the main email template page, you can toggle between personal and global template statistics. Here, you can view the number of times a specific template has been sent, the visibility percentage among leads, the number of clicks on any included hyperlinks, and the response percentage from your leads.

Filter & Sort and Search Bar. Use the filter & sort button to narrow down your templates by tags, owner, and whether they are disabled or enabled:

  1. Use the filter & sort button to narrow down your templates by tags, owner, and whether they are disabled or enabled.

  2. You can also sort by values such as name, subject, owner, date added or updated, and global or personal statistics.

  3. To quickly find a template, use the search bar, and consider utilizing the filter & sort feature for more accurate results.

That's a Wrap

Now you know how to create an email template, which helps streamline your communication with leads. this feature allows you to automate communication, track performance, and enhance the efficiency of your nurture strategies.

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