![]() Click the “Template” button at the bottom right of the compose window. If you’ve written an email in the compose window that you’d like to save as a Template:ġ. Once you’re all set, click “Save Template” at the bottom of the window. Our feature “Response Insights” will help you craft the perfect message based on top-performing emails.Ĥ. Create your template with merge fields, attachments, meeting links, etc. Select “New Template” at the top right of the window.ģ. Select “Templates” at the top of your inbox.Ģ. How to Create Gmail Templates Using Yeswareġ. Integrate with Salesforce to auto-populate and personalize templates directly from your CRM.Add Templates to campaigns and customize as you go.Organize templates into customizable folders for the entire sales cycle.Get a full overview of the usage and performance of specific, individual, and team templates.Share your top-performing templates across your team.Always be in the know of which templates your prospects find most engaging.Insert customizable merge fields with fill-in-the-blanks or dropdown menus.Why Yesware Templates are different than native Gmail Templates: The add-on comes with features such as Templates, Campaigns, Reporting, Meeting Scheduler, Tracking, and more. Yesware integrates into your Gmail or Outlook inbox to help you boost productivity and win more business. The Template functionality that’s native in Gmail holds a lot of power, but undoubtedly misses tons of capabilities that’ll take your template game to the next level. How to Create Email Templates in Gmail Using Yesware Click “Delete template,” and choose the template you want to delete. Under “Insert Template,” select the template you want.Ĥ. At the bottom right of the Compose window, click the three vertical dots (more options).Ĥ. Enter the name for your new template and click “Save.”Ģ. Select “Templates,” then click “Save draft as new Template,” and “Save as new template.”Ĥ. In the Compose window, write your message.ģ. ![]() Click “Save Changes” at the bottom of your settings. Scroll down to the Templates section, and select “Enable.”Ĥ. ![]() In your settings, click the “Advanced” tab.ģ. Click Settings (gear icon) at the top right of your inbox, then “See all settings.”Ģ. Let’s first look at how to do this with Gmail’s native Templates feature (also known as canned responses). There are various ways to create email templates in Gmail. Template library in your inbox Ready-to-go messaging for the entire sales cycle Try Yesware Free How to Create Email Templates in Gmail (Native) With email templates, salespeople can save their most common messaging with merge fields, then quickly fill in the templates and personalize them to recipients without having to re-write the same messages over and over. In a recent study conducted by Yesware on email productivity, we found that users who use email templates send significantly more emails and campaigns per week than users who don’t. ![]() Let’s face it, writing a completely new email every time wastes a substantial amount of time. Studies found that salespeople send an average of 36.2 emails a day and spend approximately 21% of their day writing emails. There’s no question that salespeople send tons of similar emails a day - cold outreach, follow-ups, meeting invites, call summaries/next steps, etc. Here’s an example: If you’re writing and sending multiple emails a day, email templates will save you tons of time. The best email templates consist of numerous merge fields so that users can personalize each template for different recipients.
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