Create and manage your most frequently sent emails, then insert them with a single click when using the CRM or the Manage Trip message composers.
How to Create an Email Template
Navigate to CRM > Email Templates > Create Template to open the creation window.
From here, fill in the template name, add a subject (optional), your message, optional attachments, and signature preferences.
In the message body, you can use Dynamic Fields, such as recipient, booked trip, etc., to automatically personalize your emails with specific details like client names and trip names.
Once ready, click Create Template.
Once created, your templates are saved in your main Email Templates list. To edit, view, duplicate, or delete a template, click the three dots next to it.
How to Use Your Templates
Insert your saved email templates with a single click when messaging opportunities, contacts, or travelers via the Manage Trip dashboard.
Using Templates in CRM (Opportunities or Contacts)
Open an opportunity or contact, navigate to the Emails tab, and click New Email.
Click Templates, search for your preferred template, select it, and click Insert.
Once inserted, review and edit the message as needed, then click Send.
Using Templates in the Manage Trip Dashboard
Go to Manage Trip, then go to the Messages tab and click New Message.
Click Templates, search for your preferred one, select it, and click Insert.
Once inserted, review and edit the message as needed, then click Send Now or Schedule.
Note: After sending your message, you will receive a copy in your inbox showing how the dynamic fields are populated for each recipient.
Frequently Asked Questions
Is this a Basic or Pro feature?
Email Templates are available on the Basic plan for use in the Manage Trip dashboard. Upgrading to Pro unlocks CRM messaging and email tracking, allowing you to use your templates there as well.
Can team members access the Email Templates?
Yes, team members can access, create, and edit CRM Email Templates as long as they have access to all trips and the “Send messages to participants” permission is enabled. If they do not have access to all trips, they cannot manage CRM Email templates, but they can still use templates when messaging through the Manage Trip dashboard as long as the “Send messages to participants” permission is enabled.
Can I edit or add Dynamic Fields?
Not at this time. Please contact us at info@wetravel.com for any suggestions.