SalesHandy Help Center
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Increase your productivity by using saved templates that are frequently used and share it with teams.
How can I create a Template?
SalesHandy allows you to create custom templates that save your time by reusing the saved templates when sending emails. In order to create SalesHandy template, Navigate to "Templates" from left side menu. 2. Click on "New Template", available at right side top. !(https://storage.crisp.chat/users/helpdesk
How template performance works?
There are four parameters considered with each Templates: Usage: That is how many times the template has been used in the emails. Open: That is how many times the email has been opened at least once in which the template was used. Performance: That is the ratio of Usage and Open. Last Used: That is when was the last time the template was used. When you create a template, all above parameters are zero. If you send an email using the template, then the Usage
How to save template from Gmail?
Gmail users can directly save the email content as the templates from their Gmail compose using our Chrome Extension. In order to save the template: Open your gmail compose box and type your email. Then click on the "Template" icon Select "Save this email as template" option. Once you click on "Save this email as template" option. Save template window w
How do I share templates across my team ?
SalesHandy makes it easy for a team to quickly share templates across their entire team. SalesHandy offers Team Template feature to all its users. Under Template > Actions > Share > Everyone in organization > Share. The user can share the template across their team. Once you've set up your team, Go to app.saleshandy.com and click the 'Template'. Then select the particular template and click on it's "Actions" option, there you will find "*Share
How to copy a Template?
In order to copy a template: Navigate to "Templates Page", Click on "Actions" of the particular template which you want to copy. Hit the "Copy" button to copy that particular template as shown in the below screenshot. Once you click on the Copy button the template will be copied to that folder.