Overview
Email Templates are pre-designed, reusable emails that can be sent individually or in bulk through nurture campaigns. They streamline your outreach efforts, ensure message consistency, and provide detailed tracking on engagement metrics like opens, clicks, and replies.
Key Functionalities
Bulk and Individual Sending: Use templates for one-off emails or automated nurture campaigns.
Performance Tracking: Monitor send counts, open rates, click-through rates, and reply rates at both global and personal levels.
Dynamic Personalization: Use lead and system field placeholders to insert personalized information automatically.
Flexible Ownership: Set templates as Corporate, Branch-specific, or Private to control access.
Rich Content Support: Include formatted text, images, hyperlinks, and file attachments.
How to Create an Email Template
Step 1: Access Email Templates
Click MORE in the main navigation toolbar.
Select Settings.
Navigate to NURTURE LEADS > Email Templates.
Step 2: Create a New Template
On the Email Templates page, click the Add Email Template button in the top-right corner.
Step 3: Configure Template Settings
In the creation window, configure the following:
Name: Give your template a clear, descriptive name.
Owner: Set the access level:
Corporate: Available to all users in the account.
Branch: Available only to users in a specific branch.
Your Name: Keeps the template private to you.
Share With Others: If set to a user, toggle this on to share with other users.
Tags: (Optional) Assign tags to categorize your template.
Step 4: Build Your Template Content
Subject Line: Enter an engaging subject line. You can use placeholders here as well.
Body: Use the rich text editor to write your email content. Insert placeholders (e.g.,
{FirstName},{UserPhone}) to personalize the message dynamically.
Use the Preview: Click Preview Template to see how your email will look before saving.
Step 5: Test and Save
Use the Send Test Email feature to send a preview to your own email address. (Note: Placeholders will not be populated in test emails).
Once satisfied, click Save Changes.
Enhancing Your Template
Add Attachments: Click Attach files... to upload and attach documents to your template.
Insert Images: Use the Insert Image button in the editor to upload and place images. Please note that some email hosts may automatically block images, which is outside of SalesExec's control.
Create Hyperlinks: Highlight text or an image and use the Create Link button to add clickable URLs.
Tracking and Managing Templates
View Statistics: On the main Email Templates page, toggle between Personal and Global Statistics to view performance metrics for each template, including sends, opens, clicks, and replies.
Filter and Search: Use the Filter & Sort button to narrow templates by tags, owner, or status. Use the search bar to find templates by name or subject.
Best Practices
Use Clear Naming Conventions: Name templates descriptively so they are easy to find (e.g., "Follow-Up - 3 Days After Call").
Leverage Personalization: Always use
{FirstName}and other relevant lead fields to increase engagement.Test Thoroughly: Always send a test email to check formatting, links, and attachments before using a template widely.
Analyze Performance: Regularly review template statistics to identify your most effective messages and refine those that underperform.
Troubleshooting
My template isn't appearing for other users.
Check the Owner setting. If it's set to a Branch, ensure users are in that branch. If it's set to a user, ensure "Share With Others" is toggled on.Placeholders are showing as raw text in sent emails.
This usually means the lead record is missing data for that specific field. Verify the lead information is complete.Links or images are broken in the sent email.
Test all links before sending. For images, ensure they are uploaded correctly to the template and are not too large.