Overview
SalesExec enables administrators and users to create reusable email templates that streamline communication with leads. Email templates save time, enhance consistency, and support personalization by using dynamic lead and system fields. Templates can be used for manual sends, bulk mailings, and automated workflows to keep messaging on brand and effective.
Creating templates is an essential step before sending emails in volume or setting up nurture sequences within SalesExec.
Key Functionality
Draft and save reusable email templates for manual and automated use.
Personalize content using dynamic lead fields (such as first name, company, or other lead attributes).
Support multiple email formats, including rich HTML and plain text.
Organize templates for easy selection by users and workflows.
Control template ownership and visibility based on permission hierarchies.
How to Use This Feature
You can create email templates that can be sent to your leads manually or by using different automation methods. Here's how you can create an email template:
Navigate to More > Settings > Email Templates.
Start by adding a new group - Groups are used to organize and categorize your email templates.
Click Add New Group and add a name to your new email group.
Now click Add New Template to create a new email template.
Enter the details for your email template.
Name - use a unique and descriptive name for your email template.
Group - select the appropriate group that your template should be added to for categorization and organization purposes.
Owner - select an account to act as an owner of the email template. If the template should only be available to be used by a specific user or team, select that user or the branch corresponding with the team that needs access to use the template. To allow all users to use the template, either select the corporate level account as the owner OR ensure the Share With Other is enabled.
Subject - add the subject line of the email template that will be seen by recipients.
Add the body content of your email template. You can use the template editor to add images, hyperlinks, text formatting, HTML, etc.
You can use the Lead Fields and System Fields sections to the left to add tags for inserting variable lead or system data into the email body.
If you wish to send a preview of your template to yourself, click Preview Template and enter your email address. Please note that variable lead and system field tags will not populate with data when using the preview function.
Click Save Template to save your changes and finish creating your email template.
Best Practices
Use clear naming conventions so other users can easily identify the correct template.
Keep subject lines concise but descriptive to improve open rates.
Personalize emails with dynamic lead fields to increase relevance and engagement.
Organize templates into logical groups such as follow-ups, introductions, or promotions to simplify user selection.
Test templates by sending preview emails to ensure formatting and personalization appear as expected.
Troubleshooting
If a template does not appear during email composition, verify that it has been saved and that your user permissions include access to that template.
Templates that include dynamic fields may fail to render correctly if the lead data for those fields is missing or invalid.
Ensure that the email format chosen (HTML vs plain text) is compatible with the content of your template.
If personalization values are incorrect or blank in sent emails, check that the corresponding lead fields contain accurate data.