How to Add Email Template (Snippet)

1. Start by clicking on 'Conversations' to proceed.

2. Next, select 'Templates (Snippets)' to access template options.

3. Now, click on 'Add Template (Snippet)' to create a new snippet.

4. Then, select 'Add Email Template (Snippet)' for an email-specific template.

5. Enter a name for your template in the designated field.

To easily locate a particular template when sending it to a lead or customer, be sure to name your template. Adhering to naming conventions is crucial, so choose a descriptive name that accurately reflects the template's content.

6. Continue by providing a subject for your email template.

Include a subject line for your email template.

Create Email Template: Use this section to create the body of your email template.

7. Choose Attach File to include any necessary documents.

To attach files from your computer to your email template, click the "Attach file" button.

8. Mobile Email Template Preview

Ensure your email template looks great on mobile devices by clicking the preview window to see how it will appear to your leads or customers.

9. Click Send Test to preview email effectiveness.

10. Fill in the From Address for sender information.

11. Input the To Address for the recipient details.

12. Finally, click on Send to dispatch your email template.

To test your new email template, enter a "From Address" and "To Address," then click "Send."