How to Create an Email Template

Templates save time and remove the hassle in having to compose a new email for standard responses within your management workflow.

WARNING

DO NOT copy and paste your message from another email editor. Although the text may appear fine it could cause issues with the formatting once the email(s) is sent.

Step 1 Click Mail, in the navigation barand select Templates.

Step 2 Click on + Create

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Step 3 Give the template a name, subject line, and compose the Body.

Quick Tip

Add variables into the email body by clicking on Insert and selecting Insert Variable and dragging & dropping, for example, first name, Live URL(proposal application), and affiliate links. This eliminates having to add this information to each individual email manually. For example, when using the variable [first name] your influencer's first name will automatically populate when the email is sent.

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Step 4 Click Save

 

 

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