Eliminate Repetitive Emails: 6 Steps to Using ContactMonkey Email Templates
Make the most of Salesforce Email Templates with ContactMonkey Templates
You’ve been asked the same question – for the 450th time this month. Sometimes it feels like we spend all our time at work answering the same questions over and over again. It is part of everyday life, no matter your role at work. Enter Email Templates – a productivity hack you never knew you needed.
If you are a Gmail + Salesforce user, we are excited to announce we are here to help take some of the repetition out of your day. We have launched ContactMonkey Templates to our community which syncs Salesforce email templates to your Gmail inbox. Using Outlook? We’ve had you covered for ages.
To get started, create an email template in Salesforce. Once complete, scroll down to check out the step-by-step instructions on how to use ContactMonkey Templates in 6 simple steps.
Step 1: Choose an email to which you have a repetitive response. In this example, we can see that our lovely pretend client Emma has sent this email from an iPhone. We don’t yet support iPhone, so we have a Salesforce email template we use to direct new members to log in on desktop. Since the template is setup in Salesforce, we are ready to respond from our inbox!
Step 2: Click on the blue “Templates” button in the email body. This will load your saved email templates in the ContactMonkey side panel. Click “Select a folder” and choose the folder where you’ve saved your desired template.
Step 3: Choose your template. In this example, we are going to use this “Almost there” template because it points new sign-ups to desktop. Once you have selected the relevant response template, the ContactMonkey side panel will load the mandatory fields required by the Salesforce template.
Step 4: Have a quick look to make sure your customer information is correct. In this example, the template only requires the “Contact” details and since the details are populated, we are good to go.
Step 5: Click “Generate Email” to insert the template into the content field in Gmail. You will also see a notification indicating that your Template has been inserted along with a friendly reminder to check the content before sending.
Step 6: Once you’ve reviewed your content and added any other information or attachments you might need to share, it is time to press send (or set up to send later). Once sent, a notification that “Your messages has been sent” will appear.
And that’s it! Not sure how your team could use our Gmail + Salesforce email templates integration? Get inspired with six ways every member of your team can use ContactMonkey Templates.