Overview
Email templates help consolidate the content that you and your team send to contacts. Templates also enable your team to collaborate and share resources.
Use permission profiles to control which team members can edit and create templates. For more information, refer to Create and Assign Permission Profiles.
The following sections outline how to create email templates and use those templates in your sequence steps.
Create a New Email Template
To create a new email template:
- Launch Apollo and click Emails > Templates.
- Click Create template.
- Name your email template and assign an owner. To store the template in a specific folder, click Browse and select a folder. Add tags to categorize the template and make it easier to find in searches.
- Enter a subject line and body.
- Click { } to add dynamic variables to the subject line or body of your email. Dynamic variables help you reference contact information, like first names or job titles, so you can scale your email messaging.
- Review the real-time preview of your email.
- Click Send Test Email to Me to receive a test version of the email in your inbox.
Did you know? When you preview or send a test email, Apollo uses your default mailbox and signature. If you need to preview your sending mailbox and signature, consider adding a test contact using a separate email address you own. Then send a test email to the contact instead.
- When finished, click Save.
Your email template is now ready to use.
Edit a Template
To edit an existing email template:
- Launch Apollo and click Emails > Templates.
- Click the template you want to edit.
- Make the necessary changes, then click Save.
Apollo updates the template immediately and reflects your edits in any sequence step that uses it.
Save Email Templates from Sequences
When creating or editing a sequence, you can save any email as a template. This enables you and your team to use the email again across Apollo.
To save an email in a sequence as a template:
- Check Save as a new template. Then name the template and click Save.
You have now saved the email template and can use it in other sequences.
Click Emails > Templates to find any email template you save from a sequence.
Add an Email Template to a Sequence
Use existing email templates in your sequences to streamline email content creation and share your most effective messaging tactics with your team.
When you create or edit a sequence, add a step for an automatic or manual email. Then, when editing the template, click the Load templates icon and select the one you want to use for the sequence step.
You can either clone the template or link to the template.
- Clone: Click Clone to make a new copy of the selected email template. If you edit the cloned template, it does not impact the original version.
- Link: Click Link to use the selected email template across multiple sequences. If you edit the linked template, Apollo applies your changes to the original version, including in any sequence steps that feature the template.
If you link the template, Apollo informs you if the template is shared across sequences. Either use the template in its existing form or click the warning message to unlink or edit the template.
