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Email Templates in Shape Software

Options for Email Templates in Shape

Email Templates

An email template is a prewritten email so that your users can quickly and easily write and send emails. Create email templates for quick and efficient communications from manual to automated campaigns. Email templates are seen throughout the system from regular email sending to drip campaigns and beyond. Shape offers two different settings pages for creating email templates: Email Templates and the Advance Email Template Builder.

Add and manage email templates via the “Email Templates” settings page: All templates (both rich text and advanced) appear in this list page.

Email Templates: https://secure.setshape.com/email-templates

Click the “Add New Folder” button to create a custom folder to further organize your templates and make them easier to locate.

To add a new email template, click on the green “Add Template” button on the top of this settings page.

Set a title and choose which folder you want this template to be contained in.

The “From” and “To” fields will automatically populate to send from the assigned user or initiating user to send to the record type’s detected email address.

This also supports a specific email addresses as well (note, this message will ALWAYS send to the specific email if inputted). To send to a specific assigned user (as in the case of notifying a user or a related contact) then use the “See Tags” button below to find the variable recipient option of your choosing or click on the dropdown arrow to discover more options.

You can utilize the CC and BCC fields to include notifying a user or a specific contact. If you need to CC or BCC multiple people, comma separate the email addresses.

The role section controls which user roles have access to view the email template in their email popup. If the user is not selected, it will not show in the email template popup as an available template. This is to avoid users from sending campaign content out in a manual email.

Use the dropdown below the message formatting area to select the default email signature for your template. You can choose from the assigned user’s default signature or the company email signature.

Styling your Email Template with the HTML WYSIWYG Editor

WYSIWYG stands for “What You See Is What You Get.” Shape’s rich text HTML editor has a vast range of both simple and complex features for all kind of use cases.

Customize your message using the WYSIWYG editor!
Drag & drop, browse or paste a URL to insert an image. Drag & drop images to re-position them, click to resize, change the alignment, make links, and replace or delete.

Advanced Email Template Builder

Add and manage advanced email templates via the “Advanced Email Template Builder” settings page: https://secure.setshape.com/template/builder/showdata to build or import more complex templates.

To add a new email template, click on the green “Add Template” button on the top of this settings page. To preview the template, edit the details (subject line, to, from CC, BCC, etc.) click “Edit Details,” to edit the template itself, press “Edit Template” and you can also duplicate and delete templates.

Most people have templates pre-made that they are looking to import into the advanced email template settings. Download or export to HTML with images to import into the advanced email template builder.

Once you are happy with your template, press the “Save” icon. After saving, the last step is to add details (template name, subject, from, to, etc.) The system will prompt you to add the details with a red button.

To add or edit a template, use the right hand sidebar to customize elements of your email template. Use settings and the paint brush icons at the top to adjust template designs and settings.
Most people have templates pre-made that they are looking to import into the advanced email template settings. Download or export to HTML with images to import into the advanced email template builder. This is an example from beefree.io
Use the import icon (outlined in red) when creating a new template imported from an outside source. After, press “Import.”
Once finished creating your template, simply cick Save highlighted in the screenshot about to save your work!

If images are not hosted online in a public area, the images may not come through. Double click on the image and upload and select image files to save in your advanced template.

Frequently Asked Questions

This is commonly due to the recipient’s email provider on what links, images, and videos are allowed to be sent. 

This is due to the “To” and “From” fields on the email templates settings page not being set to send to the intended contacts. Make sure to check that these fields contain the merge token for the correct contact.

This depends on the method used to send as well as if there was a specific time set for these to send. The scheduled bulk emails run off of the 24 hour time format. Ex 7:00pm=2100

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