How to use Email Templates?

Templates are pre-saved messages that you can save in order to save your time every time you send a repetitive email. They allow you to send rich, complete emails to prospects in a fraction of the time using shortcuts. Templates can be shared across entire teams. We have also built reporting around templates, which will help you with detailed analysis for the effectiveness of your templates.

SalesHandy Email templates can be used in your Gmail, SalesHandy web app and Outlook account.

How to use the email template feature in Gmail :

  • Download SalesHandy Chrome extension and activate it.
  • Open the Gmail Compose box.
  • Click on the blue template icon on the right corner or press [CTRL+SPACE] to open your templates.
  • Select the template that you wish to load.
  • This will load the template in the compose box.
  • Hit Send.

Here is the step by step explanation of the process through GIF-

Shortcuts for using Templates in Gmail:

  • CTRL+SPACE: Opens the list of templates.
  • UP AND DOWN Arrow keys: To navigate through your templates.
  • If you have added a shortcut to attach your Template in the web app, you can access the template in Gmail by writing that shortcut text followed by the TAB key.

How to use the email template feature of SalesHandy with Web-App:

  • Open the SalesHandy web-app.
  • Go to the Email Tab >> Compose Mail.
  • Click on the Insert Template option in the compose box.
  • You will find all your saved templates over there. Select the one that you want to send.
  • The template will be loaded in the compose box.
  • Enter your recipient's email address.
  • Hit Send.

Here is the step by step explanation of the process through GIF-

How to use the email template feature of SalesHandy with Outlook:

  • Download SalesHandy Outlook plugin.
  • Login to your SalesHandy account via Outlook.
  • Click on New Email tab.
  • Click on Message tab in your Outlook ribbon.
  • Click on Templates and select your desired template from the list of your Templates.
  • The template gets loaded in the compose box.
  • Enter the recipient's email address.
  • Hit Send.

Here is the step by step explanation of the process through GIF-

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