How do I use an email template?
Once you have created an email template you can use it in one of three ways:
1. Mail Merge:
When you set up a new mail merge, you can base it on a previously saved template:
You can then select the template you wish to use, and make any edits to that template:
2. Compose Email:
If you have the EmailBee addin installed in your email client, you can select a template to start an email. For example in Gmail on Chrome, you can select a template using the dropdown on the “compose” button:
If there are any mail merge fields in the email you will be asked to complete them when you open the email:
This opens the template as an email in your email client. You can edit the email as usual from there.
3. Signature and footer:
If you have the EmailBee addin you can assign a default template that will open every time you compose a new email. This feature allows you to design a signature and footer to your emails. And by using our social media snippets you can include up to date content in every email: