Contactually

How do I set up email templates within Contactually?

Last Updated: Aug 15, 2016 05:04PM EDT
How do I set Email Templates within Contactually?
 
To set your email templates:
 
  1. Click the 'Email Templates' tab on top of the  page.
   
     2. 
Click on the red 'Create Email Template' button on the upper right portion of the page.
 


 
      3. Choose “Message Template” for the template type.

 

                 
 
    4. Start composing your email template.
 
   5. You can add dynamic fields to your email templates. These personalize your emails to each recipient automatically without you having to do all of the hard work. Dynamic fields will fetch the specific contact data for your recipients, such as their first name, company name, etc.



                 

                               

 
Not only do the dynamic fields work in the body of the email, they also work in the subject line. You will have to copy paste  the snippet from the body to the subject field.
                                     
         
    6. You can attach files by clicking the + Add attachment button.
 
   


A pop up window will appear where you can attach any file you want to use
 


    7. You can insert images by clicking the image icon.
 
               
     
    8. Click the check box if you want to include your signature at the bottom.
 
              
 

 
   9.  Click the 'Save' button if you are done creating your template.

 
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