How to Create Email Templates on Freshsales

Creating email templates in Freshsales can streamline your communication process and ensure consistency in your messaging. Follow these steps to create and manage email templates effectively:

Step-by-Step Guide

1. Access Email Templates

Log in to your Freshsales account.
Navigate to the 'Email' section from the main menu.
Click on 'Templates' to view existing templates or create a new one.

2. Create a New Template

Click on the 'New Template' button.
Enter a name for your template to easily identify it later.
Add a subject line that will be used for the emails sent using this template.

3. Design Your Template

Use the rich text editor to format your email content. You can add text, images, links, and other elements to make your email engaging.
Personalize your template using placeholders for recipient names, company names, and other dynamic fields.

4. Save and Test Your Template

Once you are satisfied with your template, click 'Save' to store it.
Send a test email to yourself or a colleague to ensure everything looks as expected.

5. Use Your Template

When composing a new email, select your template from the 'Templates' dropdown menu.
Customize the email content if needed before sending it out.

Tips for Effective Email Templates

Keep it Simple: Ensure your template is easy to read and visually appealing.
Personalize: Use dynamic fields to personalize your emails for each recipient.
Test Regularly: Periodically review and test your templates to ensure they remain effective.
Update: Keep your templates updated with the latest information and branding.

By following these steps, you can create professional and effective email templates in Freshsales, enhancing your communication strategy and saving time.