Smart fields are places in your template that auto-fill with specific data about the corresponding contact.
#Create outlook email template with contacts pro
Email sequences are a Nutshell Pro feature for sending out a scheduled set of emails to individual contacts in Nutshell. Curious about that Add follow-up option on the left side of your template? Check out this article on email sequences to learn more. Save it!įinally, save your new template using the green Save button on the bottom right corner of the pop-up. Is this an awesome template that you want to share with all of the colleagues in your Nutshell account? Check the box underneath your template that says Shared with everyone. Haven’t created a signature yet? Don’t worry, we’ll link you to your email settings in case you need to create or edit your signature too. Add a signatureĭo you want to include your email signature on every time you send this template? Check the box to Use your signature every time you email someone using this template.
Files can only be attached to individual emails sent from a company, person, or lead page. Psst: please do note that it is not possible to attach files to email templates in Nutshell. Smart fields that auto-fill with customer information (jump ahead to see available smart fields).Use the formatting editor to up your email’s wow factor. Next you’ll want to fill in the template name, email subject line, and template body. Once you’re in your inbox, click the Templates button on the bottom right.Ĭlick the blue + Add new template button on the top right to begin! We’ll give you some pre-written template ideas to choose from or you can start a new template from scratch. The first thing you’ll want to do is access your email inbox by clicking your Your email (the envelope icon in your sidebar). Report on the success of your templates.Add placeholders to customize templates.Use smart fields to automatically insert a name.Templates can also be used to send bulk emails to your contacts right inside of Nutshell! Learn more about sending bulk emails in this article. Send emails using templates to keep your messages consistent across the board. You can send templated emails to companies, people, and leads in Nutshell to save time and keep your message on point.