How to use email templates in the resources folder

The Resources Folder contains a host of marketing and promotional materials to simplify selling. A series of branded emails are included to send to prospective customers, sales reps and strategic partners. Outlined below are the ways to use the email templates provided within the Resources Folder.

Email marketing automation platforms

If you use an email marketing software such as MailChimp, the email templates can be uploaded directly as custom templates. Please refer to your email marketing software vendor for specific directions.

Use email client

If you don’t use email marketing software, the emails can be easily uploaded and sent within your preferred email client like Outlook or Gmail. The email templates can be sent as a typical email message. The directions are outlined below.

    • Open the email within your browser (e.g. Chrome).
    • Select all (i.e. ctrl + a) on the required email.
    • Copy email (i.e. ctrl + c).
    • Navigate to the email client (e.g. Outlook).
    • Paste (i.e. ctrl + v).
    • Tap send.
Gmail users can enable Canned Responses

Create a templated response by saving common messages using a button in the compose toolbar.

Enable Gmail Canned Responses

Gmail users have the option to enable Canned Responses (Templates) within their settings. Follow these directions to enable Canned Responses and upload email templates.

  • Login to your Google account.
  • Open Gmail.
  • Tap on the Gear icon (near your profile picture).
  • Tap Settings.
  • Tap the Advanced tab.
  • Tap enable under Canned Responses (Templates) section.
  • Tap Save Changes at bottom of page

Create Canned Response in Gmail

  • Tap Compose to begin a new email.
  • Select all (i.e. ctrl + a) on the required email.
  • Copy email (i.e. ctrl + c).
  • Paste (i.e. ctrl + v).
  • Tap the three dots button in the bottom of the compose window, hover over Canned Responses, and tap New Canned Response.
  • Name your canned response.
  • Tap Compose to start new email.
  • Tap the three dots, hover over Canned responses, and select the title you need.
  • Once the response has populated, send your email.

Additional resources

Updated on September 12, 2023
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