How to create and use email templates
How to create and use email templates
Email templates are a powerful tool to save time and ensure consistent communication. With Synup OS, you can create and use templates to quickly send emails for common scenarios, such as following up on proposals or welcoming new clients.
1. Navigate to Email Templates
From the left-hand menu, click on Sequences, then select Templates. This will take you to the "Set up Email Templates" page.
From here you can either create a new template or edit an existing template.
2. Create a New Template
To create a new template, click the + New Template button in the top-right corner.
A pop-up window will appear, allowing you to create your template. You can give it a name and a subject line.
You can also use Joy Assist to help you write the body of your email. Click on the button and enter your request in the chatbox. You can specify the tone (e.g., "Convincing") and the purpose of the email.
3. Use Joy Assist to Write Your Email
In the Joy Assist chatbox, write a prompt describing the email you want to create. For example, "Help me write a Convincing email in English about following up on a proposal for a client."
You can also choose from a list of languages and tones.
Once you are finished with your prompt, click Write Email.
4. Save Your Template
To finalize your template, review the content and make any necessary edits.
Once you are satisfied with the content, click Save.
After creating your template, you can view the new template on the templates page.
Your template is now ready to be used to create emails for your clients and prospects.
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