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 in sequences and manual emails.
👉 How to Create an Email Template
Go to More → Templates.
Click Add New → New Template.
Enter the Template Name, Template Subject, and the email content.
To test your template before saving:
Click Preview Template to see it, or Send Test Email to see how it looks in your inbox.
Make any necessary adjustments to improve formatting or clarity.
Once everything looks good, click Save Template.
✅ Your template is now ready to use! New templates are private to you until you share them.
👉 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: