Creating a New Email Template [Classic]

Katherine Ramirez Updated by Katherine Ramirez

This article will show you how to create a new email template to be used in a Work Plan.

Email Templates

A Plan is a series of automated emails that you can send to your leads to nurture them into becoming clients. Email templates are the different steps that make up a Plan. Placester has provided pre-configured Plans and email templates, but you can also create your own. 

Plans Tab

First, go to your Email settings, then click Templates.

Click the + button to create a new template.

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Creating Your Template

From here, you'll be brought to a page where you can create your email template: 

  1. Template Name: What you'll see internally as the template name for adding the template to a Plan.
  2. Email Subject: What the lead will see as the subject when receiving the email. 
  3. Logo: Your company or personal logo to add your branding to the email. 
  4. Email Body: The text to be included within the email. 

Pro Tip: Using Dynamic Fields

Within the template creator/editor, there's an option to use dynamic fields. These are quick links that allow you to customize your emails to leads. 

For instance, you can use Lead First Name to create a greeting that will automatically be filled in based on the lead that the Plan is assigned to. 

The lead's first name will be filled in automatically in this spot.

Need More Help?

For questions, concerns or feedback, please chat with our team:https://app.placester.com/chat.

 

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Adding single or multiple leads to a plan [Classic]

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