How to use email models ?

Email templates will become your real allies when it comes to sending prospecting, follow-up or follow-up emails in no time at all. Put an end to the headache of drafting, use templates that automatically fill in with information from your CRM and save time!

How do I create an email template?

1. Go to your configuration ➡️Email Models
   
2. Click on Add Model.
   You can either create a new template or modify an existing one.
   
3. A window opens where you can create/modify your email template:
   Template Name, Subject and Content.
   
4. Within your content, you can add variables that will adapt to each of your contacts, fetching the values contained in your contact/company/activity fields, etc.
   
5. Once your template is ready, click on Save.
6. Your template is published! 🚀

How do I use an email template?

1. Go to your contact's file.
2. Click on Email models.
   
3. From the drop-down list, select the template you wish to use.
   
   At this stage, you can also Archive the message in the contact's News Feed.
4. Your variables will then adapt to the values present in your contact record.
   
   Note that if no value exists, the variable will still be displayed to let you know that the information is missing.
5. Then click on Send an email.
   ⚠️Vous You need to set up a default mailbox on your computer for this feature to work! ⚠️
   Mac
   
   Windows
   
   
6. If not, you can Copy the generated email.
   
7. All you have to do is send the message, and Webmecanik Pipeline takes care of the rest! 🚀