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How to share an email template

Updated

Overview

AdHub lets you send a saved email template to a lead from the lead's profile. This guide shows you how to open a lead, pick an email template and send it through your email app.

Video walkthrough

Watch: sharing an email template with a lead

Before you begin

Note: You need at least one email template. See How to add an email template.

Steps

Step 1 — Open a lead

On the Leads page, click any lead in the list to open its profile.

Open a lead from the leads list

Step 2 — Click the Share icon

In the lead's contact details, click the Share icon next to the phone, chat and email icons.

Click the Share icon

Step 3 — Select an email template

In the Share with lead dialog, open the Emails tab and select a template, for example Marketing.

Select an email template on the Emails tab

Step 4 — Select your email channel

At the bottom of the dialog, choose how to send the email: Default OS, Gmail or Outlook.

Choose Default OS, Gmail or Outlook

Step 5 — Click Share

Review the preview, then click Share. The subject and lead's name fill in automatically.

Click Share to open the email

Step 6 — Review the email

Your email app opens with the lead's address in To, plus the Subject and message already filled in. Check the content.

The email opens with the template content

Step 7 — Send the email

Click Send in your email app to deliver the message.

Click Send in your email app

What happens next

  • The lead receives the email from your own email account.
  • Variables such as the lead's first name are replaced with their details.
  • If the email app does not open, check that the channel you picked is set up on your device.
  • How to add an email template
  • How to add a new lead
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