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Creating and Testing an Email Template
Creating and Testing an Email Template
Surender Nadarajan avatar
Written by Surender Nadarajan
Updated over a month ago

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.

πŸ‘‰ How to Create an Email Template

  1. Go to the Templates section.

  2. Click Add New β†’ New Template.

  3. Enter a template name, subject line, and the email content.

  4. 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.

  5. Once everything looks good, click Save.

βœ… Your template is now ready to use!

πŸŽ₯ Watch this quick demo for a walkthrough -

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