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!

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.

How to create an email template?

Go to the Drag settings button and click on Templates.

You will be taken to the popup with the list of all email templates that you have access to. To add a new template, type the new template name in the "Template Name" field and click on Add (or hit enter).

The new template name will be added to the list. Click on the pen icon on the right side next to the template name to add a content to it. You will be taken to a new screen containing compose boxes.

Input the subject line and the body of the email template. You can add multiple emails into 1 single template and create rules around email sequences and automated follow ups.

To learn more about how to create email sequences, automated follow ups and custom fields, click here.

How to share, edit or delete an email template

Use the icons on the right side of each template to share, edit or delete them respectively.

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 3-dot button next to the email tracking icon
Select the email that you wish to send

The template name will be greyed out if there is no content in that specific template. Templates cannot be used without any content inside. To add content to an empty email template, follow the steps on the top of this article.

Still have questions? Our customer success team will love to help at support@dragapp.com.
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