Create Email Templates
Sean Divinagracia
12 steps
Nutshell
1
Building email templates in Nutshell saves you time and makes it easier to send messages that are on point - every time. Let's **take a tour** of creating templates in Nutshell.
2
To create an email template, click on Settings, then Sales automation, and then Email templates.
3
Click the blue 'Create new template' button to get started.
4
Select from our example templates or start from scratch.
5
Now you can make your template your own. Give your template a name, subject line, and body. Then add your Nutshell email signature.
6
Want to make each email personal but don’t have the time? Include smart fields that auto-fill with each contact’s individual information. You can add first name, last name, and company name smart fields. You can also add placeholders that remind you to fill in information before sending.
7
Click ‘Add follow-up email’ to create automated messages based on your recipient’s response. Choose when to send your follow-up and whether to send it as a reply to your first message.
8
Finally, include your template in one of your organization’s template groups and choose whether to share it with your team before saving.
9
Back on your email templates page, find all your company’s templates and click on the three-dot menu to edit, rename, or archive the templates that are shared with you to make sure your emails are in top shape.
10
Easily search for templates, filter by creator, or check the boxes next to Just mine or Archived.
11
Use your saved templates from anywhere you email in Nutshell, like right from a person's page.
12
Finally, check on who's using your templates — and how often — in your Email report.
Create Email Templates
Sean Divinagracia
12 steps
Nutshell
1
Building email templates in Nutshell saves you time and makes it easier to send messages that are on point - every time. Let's **take a tour** of creating templates in Nutshell.
2
To create an email template, click on Settings, then Sales automation, and then Email templates.
3
Click the blue 'Create new template' button to get started.
4
Select from our example templates or start from scratch.
5
Now you can make your template your own. Give your template a name, subject line, and body. Then add your Nutshell email signature.
6
Want to make each email personal but don’t have the time? Include smart fields that auto-fill with each contact’s individual information. You can add first name, last name, and company name smart fields. You can also add placeholders that remind you to fill in information before sending.
7
Click ‘Add follow-up email’ to create automated messages based on your recipient’s response. Choose when to send your follow-up and whether to send it as a reply to your first message.
8
Finally, include your template in one of your organization’s template groups and choose whether to share it with your team before saving.
9
Back on your email templates page, find all your company’s templates and click on the three-dot menu to edit, rename, or archive the templates that are shared with you to make sure your emails are in top shape.
10
Easily search for templates, filter by creator, or check the boxes next to Just mine or Archived.
11
Use your saved templates from anywhere you email in Nutshell, like right from a person's page.
12
Finally, check on who's using your templates — and how often — in your Email report.
