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Email Templates

Email Templates are used for automated outreach emails creation.

• use filter to narrow the search

1. field Type, Client, Category, Topic and optionally Follow-up # should be filled-in so that this Email Template can be used for automatic creation of an Outreach Email Task
   • for example, a Template where Status is Outreach Emails, Client is John Smith, Category is Business, Topic is Entrepreneurship and Follow-up # is 2, will be used when creating the second follow-up for pitching on behalf of John Smith to a podcast where Category is Business and Topic is Entrepreneurship
2. Use field names enclosed in braces to auto-fill email subject and body with data from the base
3. Click Duplicate Template to create the template's copy