Template Library

Engage users will have access to the Email Template Library. The Email Template Library consists of 450+ sales and marketing email templates used by some of the biggest names in the world.

If you are unsure where or how to begin your outreach strategy feel free to use the Email Template Library to help get started.

Accessing the Email Template Library

To access the Email Template Library click on the Engage icon and click on the Email Template Library from the drop down selection.

The redirected screen will take you to the overview of the Email Template Library. The overview includes a table with several variables for the template. They include:

• Source - organization the template comes from

• Subject - the email subject

• Body Preview - snippet of first sentence in the template

• Open - opens the full preview drawer with message content

Clicking on the Body Preview or Open icon will open the full preview drawer for the template.

Once the drawer is open a user can decide if they want to add the template to an existing sequence. If they wish to add click on the Add Email to a Sequence button. This will open a new dialogue box with drop down options of all created Sequences the user has access to. Choose the sequence you want and click Save changes.

Congratulations! The chosen email template has now been added to the Sequence selected. Users will find the template as a new email step in the Sequence. From here all that's left is to edit the information in the new email step with the relevant content for your company/product/service.

Add templates while composing an Email

When composing a new email in Sequences it is possible to add a template from the library directly through the email compose drawer. When the email drawer is open hover the cursor over the templates icon on the footer for the drawer and click.

A new dialogue will appear and prompt the user to Select a template from a drop down option. Clicking on the drop down option will then allow the user to select from all the available templates. The templates are arranged by Company Name | Subject/Title with the company name by alphabetical order.

After selecting a template, a preview of the template will then appear. The preview will show the full message content, subject line, and organization the template comes from.

To switch between templates a user can either choose a new drop down selection or click the left/right arrow icons in the top right corner to move between templates.

When ready to add scroll down and click Select template. Once done the template will be appended to the email step and can be changed as needed.