FAQs: Email Templates

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 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.

 

 

Do you have automation available with templates?

No. If you need this feature, please explain your user case and make a feature request here

 

Can I change the font of the email or signature?

No. If you need this feature, please make a feature request here

 

It is passing in the wrong email for signature?

This is because you use an alias. If you need alias functionality, please make a feature request here

 

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. If you need this feature, please make a feature request here

 

Can I have more merge fields/tags?

No. If you need this feature, please make a feature request here

 

Can you add prefix and suffix?

They are only provided when you use the full name merge field. If that does not work, please make a feature request here

 

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. If you need this feature, please make a request here

 

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.

Was this article helpful? 2 out of 3 found this helpful