For Admin Users

To create a public email template, accessible to all team members, go to Settings > Conversations and then select Email.

Here is where you'll be able to set up all of your email outreach templates. 

Setting up a new Template

To create a new template simply select the green "Add Template" button at the top. 

Format it how you like, and to add links or to customise the email a bit more you can open the html editor. 

To do this, at the bottom of the email template editor select the symbol: </>

For links, make sure you have the structure:
<a href="[your link here]">Link text</a>. 

To see how your email will look when sent you select the Preview button. 

For non-Admin Users

Each team member might have their own conversation style and it is handy to reuse certain email templates.

Directly from the email editor:

  • Select the option to see all available email templates
  • Click "Save template" to turn your text from that email into a private template
  • Access public or private templates anytime!

Note: this is also available to Admin Users.

Adding a Personal Touch

For an email template that could be sent out to several people at once, you'll want to make it a bit personal. 

Planhat allows you to do so by using merge tags for adding in the persons first name, last name and several more options. 

For how to use merge tags in Planhat, check out this article here

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