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      Single Recipient Email Templates

      This article will discuss how to create pre-written templates to quickly send messages to your contacts.

      When sending an email to your contacts, you can make your job easier by creating pre-written templates. This will help you achieve a consistent message for all of your users. This article will discuss how to access, manage, and create these templates.

      Accessing Email Templates

      Follow these steps to access your email templates:

      1. Either from your Personal Settings or Click Email from anywhere inside Ad Sales Genius.
        • Navigate to your Personal Settings and then Email TemplatesScreen Shot 2022-10-05 at 12.53.35 PMScreen Shot 2022-10-05 at 12.53.46 PM
        • From the Quick-Add Menu:

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        • From an Account:

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        • From a Contact:

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        • From the detail panels:

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      2. From the Compose Email dialog, click on the Templates button.

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      3. You will now see your account's existing email templates. Click on the template to choose this for your email.

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        You can also create new templates by clicking the Manage Templates button.

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      Here, you can create, edit and delete your email templates.

      • Click the +New Template button to create a new template.
      • Click the Screen Shot 2021-10-12 at 10.45.55 AM button to edit that template.
      • Click the Screen Shot 2021-10-12 at 10.46.38 AM button to remove that template.

      Creating a New Template

      1. From the Email Templates window, click the +New Template button.

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      2. Use the Name field to name your email template.

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      3. Use the Shared drop-down menu to choose where you would like other users to be able to use this template.

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      4. Use the Subject field to input a subject line for your emails.

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      5. Use the Body field to create your email.
        Note: This field also supports HTML, so if you have code that you would like to enter here, it will be converted to the finished product upon clicking Save.