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How to create and use email templates

Gmelius Updated by Gmelius

Email templates let you save time, and easily embed any text into any email you are composing. They are your saved responses to common questions. They allow you to respond faster to inbound messages, lessen the repetitive nature of replying to frequently asked questions, and for your team to have a unified voice in what you tell your customers.

Create a new email template

You can create new templates from your Gmelius dashboard or directly from an email compose window.

1. Create a template from the dashboard

You can create your Gmelius email templates from your dashboard: https://gmelius.io/automation/templates/create

Click on the button "NEW TEMPLATE" located in the top right corner.

2. Create a template from Gmail
  1. Click on the layer icon of your compose window
  2. Select "Create a new template" or if you have written an email you want to save as a template select "Save this email as a template".

3. Copy and pasting text in a template

If you copy and paste elements into your template, you may bring invisible HTML tags which could change the font-size or font. That might not be visible for you, but for the recipient, it will be.

To avoid this, make sure to clear the formatting of the text you paste by selecting it in the template and by clicking on the "Clear formatting" buttoon.

Use the full power of Gmelius templates

Here is a summary of available options when creating a template:

  • Template name: Enter an easy-to-remember name for the template
  • Hashtag: Use a hashtag in your compose window's subject line to automatically insert the template
  • Subject: Set a subject line in this field (not required)
  • Body: Add formatted text in this field. Note that you can add a number of variables, such as the name and email of your recipients, that will be automatically inserted.

Gmelius templates also offer the following optional advanced settings:

  • Send from: Set which addresses to send the template from if you manage more than one email address from your mailbox.
  • Label as: Automatically add specific labels to the email.
  • Add Bcc/Cc recipients: Include other recipients automatically.
  • Automatically send the email: Choose to automatically send the message when all actions associated with the template are completed. (Use with caution.)
  • Include my signature (if any): This option will retrieve the signature from your Gmail/Google Workspace (formerly G Suite) configuration and insert it inside your template.
If you've just updated your signature in Gmail, the change will be reflected in your templates in a few hours. To force the update you can do a hard refresh (Windows: Ctrl +F5, Mac: Cmd+Shift+R) and clear the local storage in Gmail.
  • Category settings: Organize your templates into different categories(folders on the left side panel) to match your workflow.

To edit a template, click on its name to select it, make the necessary changes, and click the SAVEbutton to confirm your edits. 

How to insert an email template

When composing or replying to an email, the standard way to insert a template is to click on the layers icon and select the template you wish to use:

Alternatively, you can type the hashtag associated with a particular email template in the subject line:

Or insert the template into the body of your draft email with a quick backslash "\".

You can also use your templates in sequences and campaigns.

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