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Creating Templates

To create a new Template click Start > Marketing > Templates > New Template.  (System Administrators can also access templates via StartConfigurationTemplates.)

Click on the type of template you want to create:

NOTE:  Users with Configuration capabilities can also access Templates within the Configuration area.

No matter which of the following template types you choose, you can include placeholders that will display information about the current date, current user and so on. The full list and details of the syntax that should be used can be found here.

Specific Record Type Templates

Click 'A specific record type'.

Tip

By default, Templates are private to the user who created them. To share them with other users, click on the Sharing Permissions padlock icon in the top right-hand corner.

Choose the object type (record type) for which you want to create a new Template by clicking on its name.  If any pre-defined templates exist for the object type you've chosen, you will see them listed here. You can open the template by clicking on it, and can then use it just as it is or modify it to suit your needs.

If you're creating a template from scratch, click 'New Blank Template' and enter a name for your template. 

Use the checkboxes on the right to control whether the Template is available for use with Emails, Notes or Google Docs (or any combination of the three). If you choose to create a template for use with Emails and want the template to include a user's default Email Signature, tick the box next to 'Allow Signature'.

Arrow 1: You can select the email address that you want the email to be sent from. The drop-down box will show any email addresses that are linked to your Workbooks account. NOTE: When sharing the template with other Workbooks users, ensure that they also have the email added to their account.

The To, Cc and Bcc fields can be populated as you would a standard email, you can add whole mailing lists in these fields or individual recipients.

Email fields

Job functions

NOTE: In order for the categorisation of the template to appear on relevant records, you must also assign a category to the record itself that the template applies to. To see how to do this, please click here.

Now complete the Subject field and populate the Body.

NOTE: Leave the Subject field blank if you want to retain the subject that has been applied to the target record. For example, if you want the subject of an Activity to remain after a template has been applied, leave the Subject field in the template blank.

To merge data specific to the object type for which you're creating the template, with the body text, use the dropdown picklist next to 'Fields' and add whichever fields you require. Merge field data can be added to the Template Body and/or to the Subject.  Within the drop-down, you will see a list of all the fields from the record type for which you are creating the Template.  For example, if you're creating a Template for Cases, you'll see options such as Contact email, Description, Object Reference, Status and so on.  In addition, you can use the breadcrumb to 'drill through' to other record types.  This widens the range of merge fields you can apply to your template to include data from other records.

If you want to include the logo that has been set up within the Upload Library for use on templates, you can enter the text @logo@ to your template.

You may want to create a template that includes a placeholder for multiple lines.  For example, you might want to see all the Activities linked to an Opportunity or all the Campaigns of which a Person is a member.  To do this, you need to alter the HTML within the template. Click here for more information.

NOTE:  Templates must be activated before being available for use so click on 'Activate' to save and close the template.

Mailshot Template

  1. Click 'A mailshot email template'.
  2. Enter a name for your template.
  3. Complete the Subject field and populate the Body.

To insert data specific to the mailshot recipient (whose details can be held in either a Person or a Sales Lead record) use the dropdown picklist next to Fields, and add whichever fields you require. 

To merge data specific to the object type for which you're creating the template, with the body text, use the dropdown picklist next to 'Fields' and add whichever fields you require.  Merge field data can be added to the Template Body and/or to the Subject. 

NOTE: Within the drop-down there are custom fields which are only present on one type of record, ie just on a Sales Lead or just on a Person, and so contain the label (Sales Lead only) or (Person only), respectively. If  you use one of these fields and your mailshot is sent to both types of recipient this will result in the field being blank on some emails.

The mailshot Template includes the following text: "You have received this email because email address'@main_email@' is subscribed to '@subscription_name@'.  If you do not wish to receive these emails you may change your email subscriptions". 

When the email arrives with the recipient, @main_email@ will be replaced by the recipient's main email address and @subscription_name@ will be replaced by the name of the Campaign that the mailshot relates to.  The recipient can click on 'change your email subscriptions', and opt out of mail for just this campaign or for other/all campaigns.  Do not try to delete this text as you will not be able to activate or save the template without it.

NOTE

  1. Mailshot Templates are also visible on the Mailshots Landing Page - Start Marketing Mailshots Mailshot Templates
  2. Templates must be activated before being available for use - click on 'Activate' to save and close the template.

Our recent blog post "How to Explode Your Email Marketing ROI With Your CRM" may be of interest.

Simple Email Templates

To create general Email Templates, ie those that don't relate to specific object (record) types:

  • Click 'A simple email template'.  
  • In the screen that appears, give your template a name.
  • If you want the template to include a user's default Email signature, tick the box next to 'Allow Signature'.
  • This form will contain a similar layout to the specific record type, containing both the 'Available in' picklist, as well as the: From, To, Cc and Bcc fields explained above.
  • Complete the subject and then the main body. 

NOTE: Templates must be activated before being available for use - click on 'Activate' to save and close the template.

Click here for information on applying a template when sending an email.

Related content

It is possible to amend a Template to show multiple lines that correspond to the Line Items of a Transaction Document, or perhaps a line for each of the Activities related to a Person

There are some extra placeholders that are available for all Templates, to return information about the current user, or current date and time, but these must be added manually

If you often send out Emails or create Google Docs or Notes that contain the same content, it is possible to create Templates so that the relevant content is already there