Templates can be created in four places - from the Templates library at the top of Gmail, directly from the Gmail compose window, from an email thread, and the Templates editor in the Yesware App
Using the compose window, you’ll have access to Gmail's rich text features that let you change font, font size, colors, and other general formatting. If you've written an email in the compose window that you'd like to save as a Template, simply click the "Template" button at the bottom of the compose window and then select the "save as Template" option. This will save a copy of this email to your Template library, allowing you to make edits and updates before saving.
To create new templates (and edit existing ones) through the Yesware App
, click the Yesware menu at the top of Gmail followed by “My Account”. Then click on the Templates icon in the left hand menu. You’ll see each of your template categories listed here. When you click on any of these, each template under that category will be displayed. To create a new template, click the “New Template” button in the top right. To edit an existing template, find it on your list and click the “Edit” button. Note: any changes made through the Yesware App will require that you refresh Gmail to see the updates in the Gmail extension
The Magic of Merge Fields
No matter how great your template is, you’ll always want to gear it so that it’s unique to each one of your recipients. You might want to add in their name, a note about what you most recently spoke about, or set any numbers and figures to be specific to your recipient. When drafting your templates, put anything that should be fine-tuned before sending your email into merge fields
and Yesware will make it easy to update.
At the bottom of the Templates editor, click "Insert Merge Field," and we'll help you to create placeholders to insert personalized text when you are using the Template.
We offer two different types of placeholders (three, if you're on our Enterprise plan), Text Fields and Dropdown Fields, that can be used in templates. The Text Field acts as blank, free-form text entry fields. The Dropdown Field acts as a pick-list and when using the template, you will be able to choose from any of the options that you defined when creating the template.
- Text Field - In the template editor, select "Text Field” in the Insert Merge Field menu. Name the text field and click “OK”. - If you use multiple Text Fields in a single template and name them the same thing (for instance, two text fields both called “Name”), filling in one of those Text Fields will fill in both.
- Dropdown Field - In the template editor, select the "Dropdown Field” button. - Name the dropdown field and create up to 5 options to select from.
If you are on our Enterprise plan
, you can use dynamic templates to pull in information
from the recipient's record in Salesforce. When entering a new template in the Gmail compose window, we will look at the first recipient in the "To" field. If a matching contact or lead is found, we will populate the dynamic fields
in your template with information from any matching Salesforce fields such as their name, company details, job title, etc.
To use a Template in an email, open a compose window and select the "Templates" button at the bottom (Gmail). Find the Template you'd like to use by either scrolling through your Recent, Favorite, or complete library. Hover over the Template you'd like to use and then you can either click "Fill In" or "Insert." "Insert" will insert the Template as is, complete with the merge field formulas. You'll only want to use "Insert" if you have a Template that doesn't have merge fields that need filling in. By selecting "Fill In," you can then fill in your Text fields
and choose an option from the Dropdown list
you've created. If you are on a Yesware Enterprise plan and have used a Salesforce Field, we will look up the first recipient in the To field. If a matching contact or lead is found, we will populate the dynamic fields in your template with information from any matching Salesforce fields.
Our template interface includes features to make emails faster and more effective. Favorite Templates gives you the option to flag your most frequently used templates and save them in a single, easy to access place. You can favorite a template by clicking on the star button next to the name of each template in the Template Menu. Favorite templates will be stored under the “Favorites” tab.
Team Template Sharing
Yesware helps teams of salespeople by making it simple to streamline their email communications. In addition to creating a team in Yesware and gaining insight into team activities, our Team and Enterprise plans include a centralized team template library. Team Leaders can share templates with their team.
The Templates Report
provides a quick overview of the usage and performance for personal and team templates. If you are a Team Leader, you will be able to pull a team report. The exported report will show the number of emails sent with a template, the number of tracked emails sent with a template, the open percentage rate and the reply percentage rate.