https://docs.yesware.com/assets/js/066f2a39.7b07c8a9.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["3717"],{978:function(e,t,s){s.r(t),s.d(t,{frontMatter:()=>l,default:()=>m,toc:()=>d,metadata:()=>n,assets:()=>o,contentTitle:()=>r});var n=JSON.parse('{"id":"templates/index","title":"Templates","description":"Create, use, and share email templates in Yesware to send consistent, personalized messages faster.","source":"@site/docs/templates/index.md","sourceDirName":"templates","slug":"/templates/","permalink":"/docs/templates/","draft":false,"unlisted":false,"tags":[{"inline":true,"label":"yesware","permalink":"/docs/tags/yesware"},{"inline":true,"label":"templates","permalink":"/docs/tags/templates"}],"version":"current","sidebarPosition":0,"frontMatter":{"title":"Templates","description":"Create, use, and share email templates in Yesware to send consistent, personalized messages faster.","sidebar_position":0,"tags":["yesware","templates"],"keywords":["Yesware templates","email templates","merge fields","team templates"]},"sidebar":"tutorialSidebar","previous":{"title":"Managing Contacts","permalink":"/docs/contacts/managing-contacts"},"next":{"title":"Create a Template","permalink":"/docs/templates/creating-templates/"}}'),a=s(5893),i=s(65);let l={title:"Templates",description:"Create, use, and share email templates in Yesware to send consistent, personalized messages faster.",sidebar_position:0,tags:["yesware","templates"],keywords:["Yesware templates","email templates","merge fields","team templates"]},r=void 0,o={},d=[{value:"Access your templates",id:"access-your-templates",level:2},{value:"What's included in a template",id:"whats-included-in-a-template",level:2},{value:"Merge fields",id:"merge-fields",level:2},{value:"Measuring template performance",id:"measuring-template-performance",level:2},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2}];function c(e){let t={a:"a",code:"code",em:"em",h2:"h2",li:"li",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,i.a)(),...e.components},{Details:s}=t;return s||function(e,t){throw Error("Expected "+(t?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,a.jsxs)(a.Fragment,{children:[(0,a.jsx)(t.p,{children:"Templates let you save reusable email content: subject lines, body text, formatting, images, and attachments, so you can send consistent, personalized messages in a fraction of the time. Templates work in both Gmail and Outlook."}),"\n",(0,a.jsx)(t.p,{children:"On Premium and Enterprise plans, templates can be shared across your entire team so everyone sends from the same approved messaging."}),"\n",(0,a.jsx)(t.h2,{id:"access-your-templates",children:"Access your templates"}),"\n",(0,a.jsxs)(t.p,{children:[(0,a.jsx)(t.strong,{children:"Gmail"}),": Click the ",(0,a.jsx)(t.code,{children:"Templates"})," menu at the top of Gmail to open the template library, or click the ",(0,a.jsx)(t.code,{children:"Templates"})," button in any compose window to browse and insert."]}),"\n",(0,a.jsxs)(t.p,{children:[(0,a.jsx)(t.strong,{children:"Outlook"}),": Click ",(0,a.jsx)(t.code,{children:"Open Templates"})," in the Yesware ribbon to access your library and manage templates."]}),"\n",(0,a.jsxs)(t.p,{children:["You can also manage all templates at ",(0,a.jsx)(t.a,{href:"https://app.yesware.com/template_library/manage",children:"app.yesware.com/template_library/manage"}),"."]}),"\n",(0,a.jsx)(t.h2,{id:"whats-included-in-a-template",children:"What's included in a template"}),"\n",(0,a.jsxs)(t.ul,{children:["\n",(0,a.jsxs)(t.li,{children:[(0,a.jsx)(t.strong,{children:"Subject and body"}),": full email content including formatting, bullet points, and spacing"]}),"\n",(0,a.jsxs)(t.li,{children:[(0,a.jsx)(t.strong,{children:"Images and HTML"}),": inline images or custom HTML layouts"]}),"\n",(0,a.jsxs)(t.li,{children:[(0,a.jsx)(t.strong,{children:"Tracked links"}),": links added to templates are automatically tracked"]}),"\n",(0,a.jsxs)(t.li,{children:[(0,a.jsx)(t.strong,{children:"Attachments"}),": attach files directly, with optional download controls for PDFs and presentations"]}),"\n",(0,a.jsxs)(t.li,{children:[(0,a.jsx)(t.strong,{children:"Merge fields"}),": personalize templates with Text Fields, Dropdown Fields, or live Salesforce data (Enterprise)"]}),"\n"]}),"\n",(0,a.jsx)(t.h2,{id:"merge-fields",children:"Merge fields"}),"\n",(0,a.jsxs)(t.table,{children:[(0,a.jsx)(t.thead,{children:(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.th,{children:"Type"}),(0,a.jsx)(t.th,{children:"How it works"})]})}),(0,a.jsxs)(t.tbody,{children:[(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.td,{children:(0,a.jsx)(t.code,{children:"Text Field"})}),(0,a.jsx)(t.td,{children:"A blank you fill in at send time, reuse the same field name and filling one fills all"})]}),(0,a.jsxs)(t.tr,{children:[(0,a.jsx)(t.td,{children:(0,a.jsx)(t.code,{children:"Dropdown Field"})}),(0,a.jsx)(t.td,{children:"A pick-list with up to 5 options you define when building the template"})]}),(0,a.jsxs)(t.tr,{children:[(0,a.jsxs)(t.td,{children:[(0,a.jsx)(t.code,{children:"Salesforce Field"})," ",(0,a.jsx)(t.em,{children:"(Enterprise only)"})]}),(0,a.jsx)(t.td,{children:"Auto-fills from the matching Salesforce Contact or Lead when you compose"})]})]})]}),"\n",(0,a.jsx)(t.h2,{id:"measuring-template-performance",children:"Measuring template performance"}),"\n",(0,a.jsxs)(t.p,{children:[(0,a.jsx)(t.code,{children:"Templates Report"}),": See which templates are being used most and how they perform across your team. Available from the Reporting section."]}),"\n",(0,a.jsxs)(t.p,{children:[(0,a.jsx)(t.code,{children:"Response Insights"}),": As you write or edit a template, Response Insights scores your message and suggests improvements to increase predicted reply rates. Click ",(0,a.jsx)(t.code,{children:"Response Insights"})," in the lower right of the template editor to view your grade."]}),"\n",(0,a.jsxs)(t.p,{children:[(0,a.jsx)(t.code,{children:"Favorites"}),": Star any template to pin it to your Favorites tab for quick access when composing."]}),"\n",(0,a.jsx)(t.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,a.jsxs)(s,{children:[(0,a.jsx)("summary",{children:"Can I add a video to a template?"}),(0,a.jsx)(t.p,{children:"Not directly. Take a screenshot of the video, insert it as an image in the template, then hyperlink the image to the video URL. This gives recipients a clickable thumbnail."})]}),"\n",(0,a.jsxs)(s,{children:[(0,a.jsx)("summary",{children:"Can I use dynamic Salesforce fields in templates?"}),(0,a.jsxs)(t.p,{children:["Yes, on the Enterprise plan. When you select a template, Yesware looks up the first recipient in the To field and auto-fills any S

1alesforce merge fields with matching Contact or Lead data. See ",(0,a.jsx)(t.a,{href:"../settings/salesforce/sync/how-do-dynamic-templates-work-with-salesforce",children:"Dynamic Templates"})," for details."]})]}),"\n",(0,a.jsxs)(s,{children:[(0,a.jsx)("summary",{children:"Can I export my templates?"}),(0,a.jsx)(t.p,{children:"No. Template export is not available. The best alternative is to copy and paste the template content manually from the Yesware template library."})]})]})}function m(e={}){let{wrapper:t}={...(0,i.a)(),...e.components};return t?(0,a.jsx)(t,{...e,children:(0,a.jsx)(c,{...e})}):c(e)}},65:function(e,t,s){s.d(t,{Z:()=>r,a:()=>l});var n=s(7294);let a={},i=n.createContext(a);function l(e){let t=n.useContext(i);return n.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function r(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(a):e.components||a:l(e.components),n.createElement(i.Provider,{value:t},e.children)}}}]);