Creating Email or Letter Templates
Email or Letter Templates help you save time by creating some content that you may regularly use. They also help your team deliver a consistent message when communicating with your prospects and customers.
Note: Your email signature will automatically be applied to emails sent from inside the system. You do not have to add an email signature to email templates.
Email Templates
You can create custom Email Templates in your account as follows:
1. Select the "Admin" tab in the left navigation menu
2. Locate the "Manage Templates" section in admin screen (on the far right) and select the "Email Templates" link in this section
3. Click on the orange button labeled "Add New Email Template". You will select this to begin creating your template.
4. Create your new Email template and don't forget to Save!
Letter Templates
You can create custom Letter Templates in your account as follows:
- Select the "Admin" tab in the left navigation menu
- Locate the "Manage Templates" section in admin screen (on the far right)
- Click on the "Letter Templates" link in this section
- Click on the orange button labeled "Add New Letter Template". You will select this to begin creating your template.
Pasting text into your template
Using Merge Fields in your Email Template
You can use both standard and custom merge fields in your email templates. You will want to make a special note to their formatting requirements to ensure proper merging of your data.
Standard Data Fields and their merge values
- When using these merge values you must put double brackets on each side. Example: {{first_name}}
- These values will still display as {{first_name}} and not "John" when you are sending your email, however, if the merge value is supported and entered properly it will display the correct data when the email is received by the contact.
Individual Contact merge fields
Field name in the contact record Merge value to use
First Name {{first_name}}
Last Name {{last_name}}
Salutation {{salutation_dear}}
Formal Name {{salutation}}
Website {{website}}
Address {{home_address}}
Address 2 {{home_address2}}
City {{home_city}}
State {{home_state}}
Postal Code {{home_postal_code}}
Country {{home_country}}
Home Phone {{phone}}
Business Contact merge fields
Field name in the contact record Merge value to use
Business Name {{business_name}}
Address {{business_address}}
Address 2 {{business_address2}}
City {{business_city}}
State {{business_state}}
Postal Code {{business_postal_code}}
Country {{business_country}}
Custom Data Fields and their merge values
Custom data fields - You can create your own custom fields and use these fields in your template. You can access the Custom Fields section your account by following these steps.
- Admin tab
- Customize Account link under the "Manage Account" section
- Choose the Custom Fields tab