How do I use email templates and my signature?
Pick a template from Templates while writing an email. Set your own signature in Settings, My account. The owner manages templates in Settings, Email.
While you write an email, click Templates and pick one: its subject and message fill in, with the customer's name already in place. Your signature goes under every email you send. Set it in Settings › My account › My signature.
Also called: canned email, saved email, email model, signature, modèle de courriel, gabarit, signature courriel
Step 1: Start an email from a template
In a customer's conversation, pick Email in the pill above the box and click Write an email…. Then click Templates (the template icon in the toolbar) and click a template. It replaces what was written in the email. In a reply, the subject stays "Re: …". It works the same in New email on your Email page.
Click: Templates › a template
Step 2: Set your own signature
Click Settings in the left menu, then My account. Under My signature, write your name, title, phone or website. You can add your logo, links and formatting. Gmail connected? Click Use my Gmail signature to bring it in. Click Save.
Click: Settings › My account › My signature › Save
Step 3: Add a template (owner)
Click Settings › Email › New template. Fill in the template's name, the email's subject and the message, with bold, lists and links. Use the field button to add the customer's name, which fills in for each customer. Click Save. The same window opens when you click the pencil on a template to change it.
Click: Settings › Email › New template › Save
Good to know
Only the owner adds, changes and deletes templates. In the Templates menu the owner also sees New template (or Save this email as a template once something is written) and Manage templates.
In a template, {customer} becomes the customer's name.
The team signature in Settings › Email › Team signature is used by teammates who have none of their own. Left empty, emails end with your business name and phone.
Your signature is added when the email goes, even if you don't see it under the editor.
You can ask Ask Alori to list or add templates too.
If it doesn't work
I don't see Templates. Your team has no templates yet. Ask the owner to add one.
"Pick a PNG, JPG, GIF or WebP image under 2 MB." Use a smaller image in your signature.
"A signature can have up to 5 images." Remove an image.
"This signature is too long." Shorten it.
"Your Gmail has no signature yet." Write one here, or add one in Gmail first.
"Reconnect Gmail to bring its signature." Reconnect in Settings › Integrations › Gmail.