Salesgear

Creating and Testing an Email Template

Create, share, and reuse email templates that convert

✉️ Templates

Editing an email template

Cloning an email template

Sharing email templates with your team

Deleting an email template

Using an Email Template in a Sequence

Edit, clone, share, and delete templates with ease

Managing Email Templates

How to create a template folder?

Renaming a template folder

Deleting a template folder

Organizing email templates

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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