Have questions about our email templates feature? Check out our FAQs.
For the basics on this feature, check out our 'Working with Email Templates' article.
Frequently Asked Questions (FAQs)
Can I add attachments to my templates?
Yes! When you go to create or edit a template, you'll see a paperclip icon in the lower left corner. Use that to add attachments to your template.
We recommend you give your file a clear name before attaching it, so that the recipient has a clear understanding of what the file contains.
All common files types such as PDFs and PNGs can be added as an attachment on a template.
These files types cannot be attached: .ade, .adp, .apk, .appx, .appxbundle, .bat, .cab, .chm, .cmd, .com, .cpl, .diagcab, .diagcfg, .diagpack, .dll, .dmg, .ex, .ex_, .exe, .hta, .img, .ins, .iso, .isp, .jar, .jnlp, .js, .jse, .lib, .lnk, .mde, .msc, .msi, .msix, .msixbundle, .msp, .mst, .nsh, .pif, .ps1, .scr, .sct, .shb, .sys, .vb, .vbe, .vbs, .vhd, .vxd, .wsc, .wsf, .wsh, .xll
Can I send with my alias?
Yes, but only through the extension. Go to your Gmail -> log into the extension -> select a person or lead record > click the envelope icon > select a template > a Gmail pop up should show > send.
It is passing in the wrong email for signature?
This is because you use an alias.
Can I insert an image or an attachment?
No. The workaround is to upload your image or attachment to Google Drive and then copy/pasting the link in the email template.
Can you add prefix and suffix?
They are only provided when you use the full name merge field.
Can you make it so I can add custom fields as merge fields when I am creating a template?
This is not possible right now. Custom fields can only be added as merge fields after the template has been applied.
When I select a template from the extension, the email does not populate with that template text. What is the issue?
If you're noticing that email templates aren't working in the extension, the issue is likely due to another extension interfering with this feature. Disable extensions like Mailtrack, and templates should behave as expected.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.