Train your teammates
Add users from different domains
How to install Gmelius
How To Install Gmelius across a Google Workspace domain
Is Gmelius available on mobile?
Switching to Gmelius
How to create a shared inbox
How to create a shared inbox for a primary email address
How to create a shared inbox for an alias
How to create a shared inbox for a Google Group
Understanding shared inboxes
How to manage emails in your shared inbox
Troubleshooting a Shared Inbox created from a Google Group
Manage users of a workspace
How to send emails and reply from a shared email address
How to stop sharing an email conversation?
How to rename or delete your shared inbox
How to create an email alias
How to consolidate multiple email addresses into one shared inbox
Prevent forwarded emails from being shared
How to manage your shared inbox with the Board View
How to create a board
How to add and use task cards
How to add an email to a board
Manage your boards
How to create a board of your inbox
How to add attachments in boards
How to use automations with Boards
How to delete a board
Shared Gmail Labels
How to share Gmail labels
How to edit your shared labels
How to manage and apply shared Gmail labels
How to filter emails in shared label by assignments or status
Prioritise a shared label
Notes and @mentions
How to create and use tags
Understanding the difference between a shared inbox and a shared Gmail label
How to use workspaces?
How to share a draft in Gmail?
How to avoid double replies
How to use shared conversation permalinks?
Emails are not arriving in the shared inbox
How to be notified of assigned emails?
How to view the full history of a shared email conversation?
How to use the multiple inbox view
Pin the "Mine (all)" in your inbox
Rules and SLAs
Understanding Gmelius Rules
How to create a rule
How to see emails both in a workspace and in your regular inbox
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to automatically assign emails
How to add and use business hours
How to create and share email templates
How to create and use email snippets
How to use a template in Gmail
How to insert images in a template
How to add attachments to a template
How to add smart variables to a template
How to manage your email templates
How to create a meeting
How to schedule meetings from your inbox
How to share and edit meetings
How to connect your Zoom account to Gmelius Meetings
How to create a sequence
How to add contacts to a sequence
How to remove a contact from a sequence
How to share a sequence
How to edit an active sequence
How to pause a sequence during the weekend
How to unthread emails in a sequence
How to create and edit campaigns
How many emails can I send each day with campaigns?
Understanding the difference between a single-stage and a multi-stage campaign?
How to add an unsubscribe link
Why my campaign is not sent to all contacts?
How to stop a multi-stage campaign?
How to export my Google contacts to a CSV file
Understanding the analytics of your campaign
How to set up a campaign with SMTP
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
I get an open notification when checking my sent emails
Email tracking is not working
Possible reasons behind a large number of opens on my tracked emails
CRM Integration (Bcc rules)
Account & Billing
How to add and manage users
Gmelius roles and permissions
How to transfer a Gmelius subscription to another account
How to cancel your subscription
How to uninstall Gmelius
How to permanently delete your Gmelius account
Custom roles and permissions
Difference between my legacy plan and the current ones
How to update my billing details
Accepted forms of payment
Do you offer any discounts or coupons?
How to upgrade to a paid plan
FAQ & Quick Fixes
Gmelius is not loading
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
Workspaces created before April 2021
How to know if my issue is related to a conflict or not?
Gmail is slow
User showing as inactive
Legal & Policies
Why is authentication required?
Is Gmelius HIPAA compliant?
Gmelius SLAs and System Requirements
Feature Deprecation Process & Policies
Google Advanced Protection
Is Gmelius GDPR compliant?
What happens at the end of my trial?
How to contact support?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
In this page
Updated by Gmelius
Edit an email template
You can edit an email template from the templates section of your Gmelius dashboard (Automation > Templates)
Direct link: https://gmelius.io/automation/templates
- Open the template that you want to edit by clicking on it or click on the pencil icon.
- You can now edit your template.
- Don't forget to click on the
SAVE TEMPLATEbutton after your changes.
Delete an email template
You can delete an email template from the templates section of your Gmelius dashboard (Automation > Templates)
- Find the template that you want to delete
- Click on the small "trash" button
Share an email template
You can share an email template from the templates section of your Gmelius dashboard (Automation > Templates)
Direct link: https://gmelius.io/automation/templates
- Open the template you wish to share
- Click on the Sharing Settings section at the bottom of the template
- Select the email addresses of the people you want to share the template with (or simply click on Select All button).
Shared templates are automatically set as with permission to edit. The owner of a template you can choose to keep your template as is and prevent others from changing it. To do so, just un-tick "Others can edit" and on the Save button to confirm your choice.
Un-share a template
To remove someone’s access to a template just open the template, go to the Sharing Settings, unselect their name and click on the
Change the category of an email template
To move a template from a category, you just have to follow these simple steps:
- Access your Templates from your Gmelius dashboard at: https://gmelius.io/automation/templates
- Find the template that you want to change the category and open it.
- Under "Category settings", you can choose which category you want to add for this template
- Click on the button "Save" at the top-right side of your template editor
Another way to move a template from a category:
- Drag and drop your template into the category
Share and Delete email templates in bulk
To share/delete multiple email templates at once, head over to your Gmelius dashboard (Automation > Templates)
- Select the email templates you wish to share/delete.
- On the top right corner, click on Share/Delete button.
- Share: Select the email addresses of the people you want to share the template with (or simply click on Select All button).
- Delete: On the confirmation window, select
Save an HTML formatted email into a Gmelius template
The simplest and quickest way to save an HTML formatted email into a Gmelius template is from your Gmail compose window.
Head to your Gmail inbox, open a new compose window and copy/paste your HTML message. Finally, click on the template icon and select "Save this email as a template".
An alternative way is to copy and paste the HTML as source code (icon "<>") in your Gmelius template editor:
- Access your Gmelius templates page at https://gmelius.io/automation/templates
- Click on the "source code" icon and paste the HTML.
Please note that you need to paste HTML inside the source code of your template. To convert your content into HTML, you can use text editor such as TextEdit or Word.
Transfer Ownership of Email Templates
To transfer the ownership of your Email Templates to another user, head over to your Gmelius Dashboard (Automation > Templates).
- Select the Email Template.
- Click on the Action button > three dots > select Transfer Ownership.
- On the pop-up window, select the new owner from your team.
- Select Transfer.