How do I use shared email templates?
Drag allows you to save email templates and snippets so you can send repetitive emails in seconds. And the best part - they can all be shared with team members!
If you are wondering why you should not just use the email templates feature available in Gmail, here is why:
Drag email templates can be shared with team members. You can synchronize templates across an entire team, department or organisation, with the highest consistency and transparency possible. Gmail templates are only available per email address.
Drag email templates can be set up as email sequences. This means you can amend follow up sequences across a number of different email templates, automatically. In Gmail, you need to manually apply templates email by email.
Drag templates support custom fields. This means you can personalize your templates based on a series of fields, such as name of company, and automatically replicate these custom fields in automated follow up emails. In Gmail, you need the send the exact same, impersonal email every time.
Drag templates can be organized in folders. Whereas in Gmail you have a single linear list of email templates, which can get very messy for a large number of templates, in Drag you can organize templates in folders. For example, folders for departments (Sales, Support, etc).
Go to the Drag menu button and click on Templates.
Click on Create new template folder.
Type the name of the template folder and hit Enter. You will be taken to the the list of email templates that you have access to.
If another team member has already shared email templates with you, those shared templates and their respective folders will appear for you, with the name of the team member who created the folder/template (the templates "owner") next to it.
Any team member with access to email templates (and required permissions) can edit the templates. But only the template owner will be able to rename the template folders.
Inside the templates section, click on Create new Template.
Type a name for the template.
Select the folder where you want the template to be.
If you want to share the template, click on Invite Members and select the members you want to share the template with. You can share a template at any time later as well.
Click on Next.
Type the content of the email template and click Save Changes to save.
Click on "+" icon next to the template to start creating an email sequence. Click here to learn more about email sequences and automated follow ups.
To share, edit or delete an email template or email sequence:
Go to the Drag menu button and click on Templates.
Search for the template you want to share, edit or delete.
To delete it, click on the bin icon next to it. To edit or share it, click on the pen icon next to it.
You can either compose a new email or reply to existing conversations with email templates. In any of these cases:
Click on the templates button on the tool bar of the compose box.
Select the email that you wish to send (you can use the search bar to search for it).
Still have questions? Our customer success team will love to help at support@dragapp.com.
What is the difference between Drag email templates and Gmail email templates?
If you are wondering why you should not just use the email templates feature available in Gmail, here is why:
Drag email templates can be shared with team members. You can synchronize templates across an entire team, department or organisation, with the highest consistency and transparency possible. Gmail templates are only available per email address.
Drag email templates can be set up as email sequences. This means you can amend follow up sequences across a number of different email templates, automatically. In Gmail, you need to manually apply templates email by email.
Drag templates support custom fields. This means you can personalize your templates based on a series of fields, such as name of company, and automatically replicate these custom fields in automated follow up emails. In Gmail, you need the send the exact same, impersonal email every time.
Drag templates can be organized in folders. Whereas in Gmail you have a single linear list of email templates, which can get very messy for a large number of templates, in Drag you can organize templates in folders. For example, folders for departments (Sales, Support, etc).
How to create an email template?
1. Creating template folders
Go to the Drag menu button and click on Templates.
Click on Create new template folder.
Type the name of the template folder and hit Enter. You will be taken to the the list of email templates that you have access to.
If another team member has already shared email templates with you, those shared templates and their respective folders will appear for you, with the name of the team member who created the folder/template (the templates "owner") next to it.
Any team member with access to email templates (and required permissions) can edit the templates. But only the template owner will be able to rename the template folders.
2. Creating email templates
Inside the templates section, click on Create new Template.
Type a name for the template.
Select the folder where you want the template to be.
If you want to share the template, click on Invite Members and select the members you want to share the template with. You can share a template at any time later as well.
Click on Next.
Type the content of the email template and click Save Changes to save.
Click on "+" icon next to the template to start creating an email sequence. Click here to learn more about email sequences and automated follow ups.
How to share, edit or delete an email template
To share, edit or delete an email template or email sequence:
Go to the Drag menu button and click on Templates.
Search for the template you want to share, edit or delete.
To delete it, click on the bin icon next to it. To edit or share it, click on the pen icon next to it.
How to send email templates
You can either compose a new email or reply to existing conversations with email templates. In any of these cases:
Click on the templates button on the tool bar of the compose box.
Select the email that you wish to send (you can use the search bar to search for it).
Still have questions? Our customer success team will love to help at support@dragapp.com.
Updated on: 22/01/2024
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