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Use templates when you send an email within ProspectSafari or within a Sequence. Templates allow you to enter text, images and media interspersed with placeholders for fields such as first name, last name, company, etc.

To create a template access the communications menu:

Select the Communications menu.

You can select the library of Shortcodes, Templates or Sequences. Select Templates and then click on the + button to add a new template:

Select Templates then click + to add a new template.

You have the choice of 2 editors. The full html editor is useful if you wish to create an html email with block design (perhaps as a newsletter or promo type email). For most purposes we recommend the standard text editor (this also allows you to include images, media, tables, block quote, horizontal line, text highlight, etc.).

Enter the name of the template and the subject line. Enter some notes that will appear whenever you select this template, to remind you of how/when it should be used.

Add some notes about how/when to use your template

Tick the Share with workspace box if you wish all other team members to be able to see and use this template.

Now simply start entering your email text.

To insert a placeholder just type $ and select one of the options. Ignore the options if you actually want to include $ in your text.

In order to maximise the impact of your email, we recommend starting with not just the subject’s first name but also with some custom text as the opening sentence. In this way when the template is used in an email you will be prompted to enter this custom text and thus you can make a more personalised message.

Add placeholders for the salutation and the first line.

Save the template when you have finished editing it.

Each template has a menu allowing you to edit, clone, preview or delete it. In addition you will see it’s usage analytics: the number of times it has been sent, % opening rate, % click rate, % reply rate. This is helpful for tracking the success of your content and thus improving your communications.

Click the 3 dots menu on each template

When you select a template in the send email popup, if it contains a custom text placeholder you will be required to enter the custom text for the specific contact.

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