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  4. How can I create, use, and share a Message Template?

How can I create, use, and share a Message Template?

Create a Message Template so you don´t have to write the same email again and again. You can even share it with your team.

How to create a new Message Template

  1. Login to Mailbutler´s Dashboard (https://bowtie.mailbutler.io/).
  2. Click Message Templates in the menu on the left side of the Dashboard.screenshot of Message Templates tab on Mailbutler dashboard menu
  3. To create a Template, click on New template at the top right of the screen.Screenshot of Mailbutler New Message template button
  4. Now give a Name to your template and enter the Subject of the message template.
  5. Go ahead and enter your message. You can insert an image, table, link or change the color of your template by clicking on the appropriate icon.
  6.  You can also use placeholders such as email address, first name etc by clicking on the placeholder icon and selecting the desired placeholder.screenshot of Mailbutler placeholder icon
  7. Once you are done writing your message, you can choose to share with your team members by selecting the appropriate team. Then click create to save the template.

Your new message template will appear in your list of message templates on your Dashboard.

 

How to edit an existing template

  1. Login to Mailbutler´s Dashboard (https://bowtie.mailbutler.io/).
  2. Click Message Templates in the menu on the left side of the Dashboard.
  3. Locate your desired message and click on the edit button to start editing.screenshot of message templates on Mailbutler Dashboard
  4. Edit the template as you desire and click on Update when you are done to save.

How to use a Message Template

Apple Mail

  1. Open Apple Mail.
  2. Click the drop-down menu next to the Compose Mail button and select your template.
  3. You can also add a template in your compose window by clicking on the Message Template icon as shown below.

Gmail

  1. Open Gmail.
  2. Click on the drop-down menu next to the Compose email button and select your template.Compose email button
  3. In your compose window, you can also add a message template by clicking on the Message Template icon.Message Template icon

How to share a Message Template with a team

  1. Login to Mailbutler´s Dashboard (https://bowtie.mailbutler.io/).
  2. Click Message Templates in the drop-down menu on the left side.
  3. Select the template you want to share and click the pen symbol on the right.
    Pen symbol
  4. Select the team you want to share it with the Sharing options at the bottom of the page.
    Sharing options button
  5. Click Update.
Updated on November 5, 2018

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