How Do I Use Email Templates?

Email templates let you send out email campaigns, mail merges, or personalized updates to your customers – all with a couple of clicks.

NOTE: Email Templates and Merge Tags are available with the purchase of the Standard or Advanced Connect Add-on. For more information on Connect, please check out our pricing page.

 

Setup and Use Email Templates

Use Email Templates when sending an email blast or individual email in Base. Keep in mind Email Templates will be created separately for Leads, Contacts, and Deals to keep prospects and customers in various stages of your sales cycle organized. 

Let's say you compose an email and want to save it as a template for later – just click on the Template icon (notebook icon) located at the bottom right of the email composer, then select "Save as template"


Here you will also find another option to insert an Email Template you've already created. Just select "Insert template" and choose the one you want to use. 



 

Edit your Templates

You can modify any existing Email Template by inserting the template, making any wanted changes to the text or content, then just be sure to save these changes! Click on the Template icon and select either "Save Template" (to overwrite) or "Save as template"

You can rename or delete your Templates by clicking on the Email Template icon, clicking "Insert template", then select Edit List. Rename a Template by clicking on the pencil icon and when you're ready to save, click the checkmark icon or hit enter on your keyboard.


Removing a Template is as easy as clicking the red (subtraction) icon, and confirming your decision.

NOTE: Inserting a template will overwrite any text you've put in the compose window previously.

 

Merge Tags

The curly brackets icon  allows you to insert unique Merge Tags to personalize emails to your Leads and Contacts. Merge Tags give your bulk emails a personalized touch, for example, you can have the Lead's name or company name automatically included in your email blast.

Merge Tags auto-populate fields that are unique to each Lead, Contact, or Deal, such as a Custom Field or phone number. The options for Merge Tags include all default information fields, like email address, as well as any additional custom fields you create.


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You can insert custom field Merge Tags to include tailored information in your bulk emails, whether it's the rate of commission you agreed on with that contact or the name and age of their pet. You can even insert the email sender's information.

You can configure your Custom Fields in your account's Contacts and Leads Settings.

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Base instantly checks your list of email recipient's for any merge fields you select. In the case that one of them doesn't have data in the field you selected, you'll see an orange exclamation mark next to their name. Hover the cursor over them, and the missing field will highlight in orange, letting you quickly identify the people whose data you'll need to update.

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But nothing to worry about – if you click Send regardless, the email will not be sent to them. Instead, you'll see a notification letting you know that a number of recipients were not included in the email – and letting you compose a new email, addressed just to that group, with one click.

Naturally, you can also add the recipients one by one, using the + icon on the left-hand side of the screen, as well as filter the list for particular names. If you need to remove someone from the list, hover the cursor over their name, and click the red Remove icon that shows up to the right.

And as with any email, you can add attachments, either from your computer or from your Documents in Base.