Create and Edit Email Templates

Article author
Matthew Charles
  • Updated

Overview 

Email templates make it easy for you to consolidate the content that is sent to your contacts and allow your team to collaborate and share resources. There are two primary methods to create templates, both of which are detailed in the sections below.

 
Email Template Permissions

Please note, you can control which members of your team can edit and create templates by the permissions defined in an Apollo profile. For additional information, please refer to the Create Permission Profiles.

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Create a New Template From the Navbar

Launch Apollo, hover your mouse over Engage in the navbar, and then click Templates.

Templates

Click + New Template to create a new email template.

New Template

In the new modal, give your template a name and add descriptive tags so you can find it later.

Template Name

The subject line supports the use of snippets. Cut and paste the snippet directly into the Subject text box to add a subject to your email template.

Subject Line

Next, create the body of your email template.

Template Body

Use the snippets tool to help cater your emails to your audience. Templates support the use of snippets to pull dynamic text into your email. For additional information, please refer to the "Use Basic Snippets", "Use Advanced Snippets", and "Use Custom Snippets" articles.

Snippets

The window provides a real-time preview of what your email will look like when a recipient opens it.

Preview Email

Send yourself a test email with the Send Test Email to Me button.

Test Email

When you're finished, click Save to save your template.

Save Template

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Create a New Template From a Sequence

Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.

Sequences

Click + New Sequence to create a new sequence.

New Sequence

Click New.

New

Give the new sequence a name and then click + Create.

Create Sequence

Click + Add Step to add a new step to the sequence.

Add Step

In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.

Wait Time

Click Add.

Add Step

Fill out the subject and body of the email template.

Subject

Click the Save as a New Template checkbox.

Save as a New Template

Give your template a name

Click Save Changes.

Save Changes

The email template is now saved and you can use it in future sequences.

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Load an Existing Template in a Sequence

Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.

Sequences

Click on + New Sequence to create a new sequence.

New Sequence

Click New.

New Sequence

Give the new sequence a name and then click + Create.

Create Sequence

Click + Add Step to add a new step to the sequence.

Add Step

 
Default First Step

Please note, by default Apollo will automatically make the first step in any new sequence an automatic email. You can customize what form each subsequent step takes.

In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.

Add Step

Click Add.

Add Step

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In the "Edit Template modal," click Load templates.

Load Templates

Choose the template you would like to use for the sequence email.

Choose Template

Click Save Changes.

Save Changes Loaded Template

Edit a Template

Launch Apollo, hover your mouse over Engage in the navbar, and then click Templates.

Templates

Click on the template you want to edit to launch the modal.

Edit Template

Make the necessary changes to the template then click Save Changes.

Save Edits

The template is now updated and the changes will be reflected in any sequence step that uses it.

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