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Create shared or individual email templates

Having to write the same email, over and over again is time-consuming and annoying. Also, making sure all your team is using the same email at the different steps of your sales cycle is essential: it allows your company to be in sync, make sure everybody is using the same tone, the same type of follow-ups, and therefore guarantee successful and performing sales activities.

Email Templates inside noCRM were designed to answer those issues. You can create templates for all your sales reps, and every sales rep can create their own (if allowed by the admins).

  • How to create email templates
  • Customize email templates
  • Organize email templates in folders
  • Analyze email templates performance

  • How to create email templates

    share email templates

    1. Shared email templates can only be created by an admin. Go to ⚙️ >> Admin Panel >> Email templates Once there, you can start creating all the templates you want, for all your users.

    2. Personal email templates can only be created if allowed by an admin If the admin allows the creation of personal email templates (⚙️ >> Admin Panel >> Email templates >> ☑️ Allow users to create email templates), every user will be able to create email templates from the User settings and preferences.

    individual template

    Email templates should be as complete as possible, which is why noCRM allows you to design them:

    Using Variables to customize your templates

    Variables to create email templates

    The possibility to add variables to your email templates exists for both shared and personal email templates. Variables allow you to make sure your emails always include the information you need, such as: customer's first name, sales reps signature, a specific URL pointing to a calendar, and so on...

    Creating folders for your email templates

    In order to organize your email templates properly, you can create folders. For example, a folder for all your prospecting emails and another one for all the lead management ones.

    Create your folders and drag & drop the corresponding emails there. As easy as that.

    Analyze email templates performance

    Once you start using your templates, you will be able to analyze their performance. All the information on this subject can be found here.

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