Create or Edit Email Templates in B2B Dash

Email templates are a great way to save time when sending common emails to people. You can create an email template by following these steps:

STEP 1

Go to your Admin Panel from the top right corner of the page

STEP 2

Choose My Email Templates" from the left menu:

STEP 3

Start creating / editing your email

Click SAVE/UPDATE TEMPLATE to Save your changes.

PRO TIP

Mail merge fields are a great way to customise your emails. For example, instead of sending an email starting with just a generic "Hello" or having to manually type a name, you can instead add [PersonFirstName] to automatically add recepient's first name.

You can mail merge some fields from the Person's file, such as; [PersonFirstName], [PersonLastName], [PersonCompany]

You can type these manually or click on the item you want from the dropdown below the Editor titled: "Choose a mail merge field"

The merge field will be inserted wherever your mouse click is placed.

STEP 4

If you're happy with your email. Just click Save Template and you can now use this email when sending single, bulk or automated email sequences.