Table of Contents

Manage your email templates

Gmelius 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

  1. Open the template that you want to edit by clicking on it or click on the pencil icon.
  2. You can now edit your template.
  1. Don't forget to click on the SAVE TEMPLATE button after your changes.

Delete an email template

You can delete an email template from the templates section of your Gmelius dashboard (Automation > Templates)

  1. Find the template that you want to delete 
  2. Click on the small "trash" button
  1. Select DELETE

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

  1. Open the template you wish to share
  2. Click on the Sharing Settings section at the bottom of the template
  3. 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.

Gmelius Tip: To share several templates at once you can also drag and drop them into the Shared folder.
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 SAVE button.

Use variables in an email template

Thanks to Gmelius, you can personalize your message with variables. Your templates come with a dozen of different variables to chose from. You can see and access a list of variables from the templates page by clicking on the "Variables" purple button (1).

Variables will be added with this format: {{ your.variable }}.

Once templates inserted into your draft, Gmelius will populate the corresponding data.

Custom variables

You can add custom variables such as {{ company.name }}. Our software will display a modal for your custom variables, in order to populate manually the value.

Attach images to a template

In order to attach images to a template, upload them to Google Drive (or Dropbox) and insert the link into your template.

Google Drive: How to share files from Google Drive?

  1. Sign into Google Drive
  2. Click on the New button at the top left of the window to upload a file (you can also use the drag and drop).
  3. Click on the file you want to share and click on the Share button.
  4. At the top right, click on the Get shareable link button.
  5. Make sure that the link is shareable (e.g Anyone with the link can view this file).
  6. Copy the link to your clipboard and paste it inside your template.

 

Dropbox: How to share files from Dropbox?

  1. Sign in to your Dropbox.
  2. Click the Upload button at the top of the window.
  3. A window will appear. Click the Choose File button and then select the file on your computer that you'd like to add to your Dropbox.
  4. Choose as many files as you like, and then click the Done button.
  5. Open your file, and click on the Share button.
  6. A window will appear. If a link hasn’t been created, click on the Create a link button.
  7. Make sure that the link is shareable (e.g Anyone with the link can view this file).
  8. Copy the link to your clipboard and paste it inside your template.

Change the category of an email template

To move a template from a category, you just have to follow these simple steps:

  1. Access your Templates from your Gmelius dashboard at: https://gmelius.io/automation/templates
  2. Find the template that you want to change the category and open it.
  3. Under "Category settings", you can choose which category you want to add for this template
  4. Click on the button "Save" at the top-right side of your template editor

Another way to move a template from a category:

  1. Drag and drop your template into the category

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:

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.

 

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