Contactually | Overview of Templates (how-to)

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Overview of Templates (how-to)

Last Updated: Oct 31, 2017 12:55PM EDT

Send the perfect message

Crafting the perfect message takes time. If you rush through it, your message can come across as canned and generalized, adding no value for your end recipient. Use a Template to craft an effective message you can use over and over. Insert dynamic fields to autofill personal details, such as the recipient's name and the last time you spoke.

Easily create Templates for any event and save time when following up. Quickly select your prewritten content and be confident that your message fits the occasion. Edit a few details or simply use dynamic fields to automatically customize the message, and move on to the next task on your list knowing you've followed up while maintaining your personal touch.


How to set up Templates
1. Click your name or initial at the top right.

2. Click Email Templates on the dropdown menu.

Click Create Email Template at the top right.

4. Choose "Message Template" for the Template type.


5. Compose your message.

You can add dynamic fields to personalize emails automatically. Dynamic fields fetch specific contact data for your recipients, such as first name and company name.



Dynamic fields work both in the body of the email and the subject line. To use a dynamic field in the subject line, use it first within the body of the email. Then copy and paste the formula into the subject line. You can then delete it from the body of the email if you don't want to use the dynamic field there.
You can attach files by clicking the "+ Add attachment" button below the body of the message. A pop-up window will appear.


You can insert images by clicking the image icon.


You can change the message body to HTML by clicking the icon that looks like a piece of paper with a folded corner. If you want to use HTML for only one part of the email (for example, you're pasting in a signature you had professional created), wait until you're finished writing the email before you change to HTML. You can revert back to rich text by clicking the same icon again.


Below the body of the email, tick the check box to include your signature.


4. Click Save when you finish creating your Template.


Can Templates be used in text messages?

Yes. Use the Contactually iOS or Android mobile app to text contacts and use Templates.

Is there a way to track how well a Template's performing?

To the right of each Template on the Templates tab are its open, click, and reply stats. Make sure you have tracking enabled when sending the Template so that its performance can be measured accurately.

Can I make folders for Templates?

No, but you can title them in a way that's easily searchable so that you can quickly pull a list of relevant Templates. Simply add an identifying label in front of each Template. For instance, if you have a group of Templates you use for contacts in your Leads Bucket, add "Leads" in front of each Template's title. Say you have Templates titled "Initial Outreach," "Follow-Up," and "Second Follow-Up" for your leads. Retitle the Templates "Leads - Initial Outreach," "Leads - Follow-Up," and "Leads - Second Follow-Up." Because all the Templates have "Leads" in their titles, you can type "Leads" in the Template search box and pull up the list of applicable Templates.

Template labels can reflect relevant Buckets, Programs, Pipelines, Tags, situations, or anything else you want.

Related articles

Editing Templates
Overview of Content Libraries (how-to)
Tracking email engagement rates
Email Open Notifications and tracking


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