E-mail templates

Templates are the texts you start e-mails to contacts from. There are three kinds:

  • Team templates: everyone uses them. People who manage team templates create and change them.
  • My templates: only you see them.
  • ASTRO starters: ready to use from the first day. Copy one to change it.

Create or change a template

  1. Open E-mail templates (Administration › Company, or Manage templates in the e-mail window).
  2. Select New template (or New team template), or Change on one you may edit.
  3. Give it a Name, choose what it is For, and write the Subject and Message.
  4. Use the Insert buttons to add the contact's first name, their company, your name and more where the cursor is. The preview shows how it reads for a sample contact.
  5. Select Save.

You can also save the text of an e-mail as a template from the e-mail window with Save as my template. The contact's and your names are turned back into fields, so the template works for anyone.

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