Are you tired of typing out the same emails to new customers over and over again? We've got you covered with our new email templates feature.
Email templates allow you to create a pre-defined email layout that may include content, like images or text. Rather than create a new email from scratch, you can use a template as a base. Templates are also handy for making sure email designs follow brand guidelines.
You can create and manage your templates from Manage > Settings > Email Templates.
In this video, we'll walk you through how to create a template and send it to a customer.
Getting Started with Email Templates
To get started, head to Manage > Settings > Email Templates.
This takes you to the Email Templates overview page. You'll see a list of your email templates here. If it's your first time creating a template, this list will be empty!
Creating an Email Template
Go to Manage > Settings > Email Templates.
Click + New Email Template button and give your template a name and subject.
The template name is just for your internal reference — customers won't see it. But, you'll want to give make something clear, for example, Birthday Special
The subject is the subject line that your customers will see when the email lands in their inbox.
Next you'll write your email. Write your email content in the Body field. You can include plain text, links, and formatting.
Use the variables to personalize the email with the customer's information, such as their name and birthday.
Once you've created your email template, make sure to press the Save Template button. You'll now see the new template listed in the Email Templates section of your account settings.
Preview & Test the Email Template
Once you've created a template, we highly recommend testing it by sending a message!
From the list of Email Templates, select the message you'd like to test, review the content, and press the Preview & Test button.
Ready to send a test email to yourself? Press the Send Test Email button. Test emails are will be sent to your email address and are NOT sent to the customer.
After the message is sent, you'll see a confirmation message. Please check your inbox to see your message!
Using Email Templates and Sending Messages
You can easily select an email template to send to a customer by selecting it in the "Email Customer" section of their account. You can even customize the message further for a particular person before sending it.
Editing an Existing Email Template
Email Templates can be easily updated by navigating to the Email Templates section of your account settings and pressing the "Edit" button next to any existing template.
When making updates, don't forget to save your changes!
