Email templates
Save an email you send often as a template, fill it with a record's values, and load it into a new email in one click.
An email template in Syncek is a saved subject, body and set of attachments that you load into a new email. Templates live under Templates in the Emails area and belong to the whole workspace, so anyone but a Guest can use, edit or delete any of them. Variables in a template fill in values from the record you are writing to, such as a contact's first name.
Creating a template
In Templates, click New template, fill in Name and Subject, and
write the body. To use variables, pick the object under Variables first, then
click Add variable or type { in the body. Save stores it.
To turn an email you have already written into a template, click the Save as template icon in the composer.
Duplicate copies a template, and the star favorites it for the whole workspace.
Loading one into an email
- The Load template icon in the composer.
- Templates, at the top of any Emails page, starts a new email from one.
- Use template, in a template's menu.
Loading a template replaces the email's subject, body and attachments without asking, your signature included, so load it before you start typing.
How variables fill in
A variable takes its value from the record linked to the email's To
recipient, and To takes a single address. Cc and Bcc never count. When a
variable has nothing to fill in, the composer says so before you send, for
example 2 will be blank, and the email can still go out with those left empty.
Click a variable to give it a Fallback, the text used when the record has no
value.
How many templates a small team needs is a question about your process rather than about Syncek. Sending itself is covered in Email in Syncek.