3 min read
Feature
What better way to streamline customer, client, and lead communication than having a template ready to go for each stage! Read on to learn how to create a template for you and for your team in Emails & Activities.
How to create a template
To create a template, type in the body of the email. You can add dynamic fields to your email template using the {} Columns button on the bottom right of the text editor. The {} Columns fields will pull in text from the columns on your board. This is a great option if you consistently send out the same welcome email, for example. You can apply a personalized template for a new contact, and the email you send will instantly be personalized based on the fields on your board.
When you've added text to the body of the email template, click on the Templates button and select Save as new template. You will then have the opportunity to name your template and click Save.
Use your template
To use the template, create a new email, click on the Templates button in the lower right corner, and choose the name of the template that you would like to apply!
Once your template is created, you can rename, update, or delete it as you wish. Read the next couple of sections to learn how.
Rename your template
When creating a new template, you will have the option to name the template before saving it.
To rename a template, start a new email, click Templates, and then hover over the name of your template. Click on the pencil icon, edit the template name, and click Save:
Update your template
To update the contents of your template, start a new email, apply your template, and update the email with your changes. Next, click Templates and then hover over the name of your template. Click on the second icon to Update template:
Delete your template
To delete a template, click the Templates button, hover over the name of your template, and click the trash icon to delete it:
Share your template
monday CRM subscribers
Available on all plans
Subscribers of monday CRM can now decide who to share their templates with! You can make this choice when initially setting up the template or when editing the template.
When creating a template
To adjust the share settings when creating a new template, click on the Shared with drop-down menu. Choose Only me to keep the template private, or choose Everyone to share with your teammates.
When editing a template
To adjust your template share settings:
- click Templates in the bottom right corner
- hover over the pencil icon next to the name of your template
- and adjust the share settings according to your preference.
- Don't forget to click Save!
Shared template settings
Once you share an email template, all monday CRM Admins will have the ability to access and edit your shared template.
Templates created in Emails & Activities are not accessible when composing an email campaign or mass email. Likewise, templates created for mass emails are not available to use in Emails & Activities.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.