How to create an email template on Nutsales
Using Nutsales

Step 1: On the left taskbar, click "Email template".

et1.png

Step 2: Click "New template" and start create a new email template

Step 3: Fill information into 2 fields: Name & Email content

- Name: Create a name, for example: Response to quote request (for Sale pipeline)

- Email content: Create an email template, type @ and select the desired field which you want to retrieve available value for your template

NOTE: You can use "Help me write" feature which is an AI and it will help you to create a professional template. If you want to change it, please click update to see another template!

et2.png

Step 4: When you see the appropriate one, click "Use this " and click "Create"

Step 5: On any email task bar, click "Insert email template" to include all values from "Custom properties" in your response.

et3.png

Still got questions? Reach out to us via email, or talk with our chatbot.