Templates

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Understanding Workflow Templates

Workflow templates are pre-configured email sequences that help you maintain consistent and effective communication with your leads. Each template consists of multiple steps, with each step containing a customizable email message.

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Template Components

Each step in a workflow template includes:

• Subject Line: The email subject that your lead will see
• Message Body: The main content of your email
• Timing: When the email should be sent relative to the previous step
• Shortcodes: Dynamic placeholders that automatically insert relevant information

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Customizing Templates

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Editing Message Content

1. Navigate to the Workflows section
2. Select the template you want to edit
3. Click on any step to modify:
   • Subject line
   • Email body
   • Timing settings

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Using Shortcodes

Shortcodes automatically insert dynamic content into your emails. Common shortcodes include:

• {{lead.full_name}}: The lead’s full name
• {{quote.amount}}: The quote amount
• {{quote.event_start_date}}: The date of the first event
• {{company.name}}: Your company name

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Testing Your Templates

Before activating a workflow:

1. Click the Preview button to see how your email will look
2. Select a specific quote to see how shortcodes will be replaced
3. Send a test email to verify everything appears correctly

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Best Practices

• Keep subject lines clear and engaging
• Personalize messages using shortcodes
• Space out follow-up emails appropriately
• Test templates before using them with leads
• Regularly review and update your templates based on engagement

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Managing Multiple Templates

While in beta, we have one workflow template for quote follow-up.

Soon you’ll be able to add as many templates as you like.