Email templates help you send consistent, engaging messages while saving time and maintaining a professional tone. With Salesgear, you can easily create, test, and use templates for your outreach.
👉 How to Create an Email Template
Go to the Templates section.
Click Add New → New Template.
Enter a template name, subject line, and the email content.
To test your template before saving:
Click Send Test Email to preview how it looks in your inbox.
Make any necessary adjustments to improve formatting or clarity.
Once everything looks good, click Save.
✅ Your template is now ready to use!
👉 Personalize your template
While writing your content, you can:
Insert personalization variables (like the recipient's name or company) — see Dynamic Content Personalization.
Use spintax to vary your wording across sends — see How to Use Spintax in Salesgear.
Add file attachments directly to the template.
🎥 Watch this quick demo for a walkthrough -