https://docs.yesware.com/assets/js/5aba99e5.5e96e6ff.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["7275"],{7848:function(e,t,s){s.r(t),s.d(t,{frontMatter:()=>a,default:()=>m,toc:()=>d,metadata:()=>n,assets:()=>l,contentTitle:()=>r});var n=JSON.parse('{"id":"templates/using-templates/index","title":"Use a Template","description":"How to insert, personalize, and get the most out of Yesware templates when sending emails.","source":"@site/docs/templates/using-templates/index.mdx","sourceDirName":"templates/using-templates","slug":"/templates/using-templates/","permalink":"/docs/templates/using-templates/","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Use a Template","description":"How to insert, personalize, and get the most out of Yesware templates when sending emails."},"sidebar":"tutorialSidebar","previous":{"title":"Import a Direct Report\'s Template","permalink":"/docs/templates/sharing-templates/import-a-direct-reports-template"},"next":{"title":"Use in Gmail","permalink":"/docs/templates/using-templates/using-yesware-templates-in-gmail"}}'),i=s(5893),o=s(65);let a={title:"Use a Template",description:"How to insert, personalize, and get the most out of Yesware templates when sending emails."},r=void 0,l={},d=[{value:"Insert a template in Gmail",id:"insert-a-template-in-gmail",level:2},{value:"Favorite templates",id:"favorite-templates",level:2},{value:"Response Insights",id:"response-insights",level:2},{value:"Common questions",id:"common-questions",level:2}];function c(e){let t={a:"a",code:"code",em:"em",h2:"h2",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.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,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.p,{children:"Once you've created a template, you can insert it into any email in Gmail or Outlook. Templates support tracked links, attachments, HTML formatting, images, and merge fields for personalization."}),"\n",(0,i.jsx)(t.h2,{id:"insert-a-template-in-gmail",children:"Insert a template in Gmail"}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsxs)(t.li,{children:["Open a new compose window and add the recipient's address to the ",(0,i.jsx)(t.strong,{children:"To"})," field."]}),"\n",(0,i.jsxs)(t.li,{children:["Click the ",(0,i.jsx)(t.code,{children:"Templates"})," button at the bottom of the compose window."]}),"\n",(0,i.jsxs)(t.li,{children:["Browse ",(0,i.jsx)(t.strong,{children:"Recent"}),", ",(0,i.jsx)(t.strong,{children:"Favorites"}),", or your full library."]}),"\n",(0,i.jsxs)(t.li,{children:["Hover over the template and choose:","\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.code,{children:"Fill In"}),": opens the template to complete any merge fields before inserting."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.code,{children:"Insert"}),": inserts as-is. Use this only for templates without merge fields."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(t.p,{children:["See ",(0,i.jsx)(t.a,{href:"using-yesware-templates-in-gmail",children:"Use in Gmail"})," for the full walkthrough including template reporting."]}),"\n",(0,i.jsx)(t.h2,{id:"favorite-templates",children:"Favorite templates"}),"\n",(0,i.jsxs)(t.p,{children:["Click the ",(0,i.jsx)(t.code,{children:"star"})," next to any template name to add it to your Favorites. In Gmail, Favorites appear under the ",(0,i.jsx)(t.code,{children:"Favorites"})," tab in the Templates modal. In Outlook, they appear in the left-hand menu under ",(0,i.jsx)(t.code,{children:"My Favorites"}),"."]}),"\n",(0,i.jsx)(t.h2,{id:"response-insights",children:"Response Insights"}),"\n",(0,i.jsx)(t.p,{children:"Response Insights gives you data-backed suggestions to improve the predicted reply rate of your templates."}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsxs)(t.li,{children:["In the template editor, click ",(0,i.jsx)(t.code,{children:"Response Insights"})," in the lower right."]}),"\n",(0,i.jsx)(t.li,{children:"View your template grade and the areas that could be improved."}),"\n",(0,i.jsx)(t.li,{children:"Click each category for detail on what makes an effective email."}),"\n"]}),"\n",(0,i.jsx)(t.h2,{id:"common-questions",children:"Common questions"}),"\n",(0,i.jsxs)(s,{children:[(0,i.jsx)("summary",{children:"Can templates use HTML and images?"}),(0,i.jsxs)(t.p,{children:["Yes. In Gmail, you can use the compose window to format your template visually and save it, or click the ",(0,i.jsx)(t.code,{children:"<>"})," HTML mode button in the template editor to paste raw HTML. To insert an image, click the ",(0,i.jsx)(t.code,{children:"insert/edit image"})," icon, browse your computer or enter a URL, and save. Outlook follows the same process from the ",(0,i.jsx)(t.code,{children:"Open Templates"})," panel."]})]}),"\n",(0,i.jsxs)(s,{children:[(0,i.jsx)("summary",{children:"How do I add tracked links to a template?"}),(0,i.jsxs)(t.p,{children:["Click the ",(0,i.jsx)(t.code,{children:"chain link icon"})," in the template editor, enter the URL, and click ",(0,i.jsx)(t.code,{children:"OK"}),". Links in templates are automatically tracked. Use descriptive anchor text (e.g., ",(0,i.jsx)(t.em,{children:"View pricing"}),") rather than raw URLs to reduce spam filter risk. To disable link tracking, go to ",(0,i.jsx)(t.code,{children:"Yesware Preferences"})," and toggle off link tracking for templates."]})]}),"\n",(0,i.jsxs)(s,{children:[(0,i.jsx)("summary",{children:"How do I add attachments to a template?"}),(0,i.jsxs)(t.p,{children:["Click ",(0,i.jsx)(t.code,{children:"Insert Attachment"})," in the template editor and select the file. For PDF and PPT files, you also get two options: ",(0,i.jsx)(t.code,{children:"Allow recipient to download"})," (recipients can save a copy, but you lose visibility after download) and ",(0,i.jsx)(t.code,{children:"Ask the recipient to enter the

1ir name to access"})," (gates the file behind a name field, and your Presentation Report shows who viewed it and for how long). See ",(0,i.jsx)(t.a,{href:"how-do-i-add-attachments-to-templates",children:"Attachments"})," for full details."]})]}),"\n",(0,i.jsxs)(s,{children:[(0,i.jsx)("summary",{children:"Can I use dynamic merge fields in a template?"}),(0,i.jsxs)(t.p,{children:["Yes. Templates support Text Fields (free-form), Dropdown Fields (pick-list), and Salesforce Fields (Enterprise only, auto-fills from Contact or Lead). See ",(0,i.jsx)(t.a,{href:"../creating-templates/how-to-use-placeholders-merge-fields-in",children:"Merge Fields"})," for setup instructions."]})]}),"\n",(0,i.jsxs)(s,{children:[(0,i.jsx)("summary",{children:"Why is there unexpected spacing in my template?"}),(0,i.jsx)(t.p,{children:"This usually happens when content is pasted from Microsoft Word, a website, or an old email \u2014 hidden formatting carries over. Paste your content into a plain-text editor first to strip the formatting, then copy it into the template editor."})]})]})}function m(e={}){let{wrapper:t}={...(0,o.a)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}},65:function(e,t,s){s.d(t,{Z:()=>r,a:()=>a});var n=s(7294);let i={},o=n.createContext(i);function a(e){let t=n.useContext(o);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(i):e.components||i:a(e.components),n.createElement(o.Provider,{value:t},e.children)}}}]);