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Organize and access your email templates
Organize and access your email templates
Hamida Bapoo avatar
Written by Hamida Bapoo
Updated over a week ago

In the dynamic world of business communication, email templates are essential for efficient and consistent correspondence. Nutshell's email template organization feature enhances template management and offers numerous benefits for users and administrators. Let's explore these advantages. 

Centralized email template management

One of the cornerstone features of email template organization is the consolidation of email templates into a single Email templates page with the ability to create and add templates to specific folders. This central repository provides users with a convenient hub for accessing, editing, and organizing their email templates. 

To access the Email templates page: Emails > Email templates

Intuitive group management

Admin users can create, name, and rename groups to categorize and structure the email templates based on specific requirements. This feature enables admins to organize their groups in a way that suits their company. To create a new group, simply click on the ‘Create new group’ button.

The dialogue box below will open where an admin user will insert the group name that they’d like to add. Once the group is created it will automatically be displayed on the page and it will be visible to everyone in Nutshell.

Create and organize email templates

  • Creating a template from the primary 'Create new template' button:

    You can create a new email template by clicking the 'Create new template' button. This template can then be added to a specific group directly from the email composer.

  • Creating a template within a group:

    Alternatively, you can create a new email template within a group. When you do this, the template is automatically saved to the same group where you created it.

  • Creating a template within the email composer:

    You can also create a new email template directly within the email composer. After composing an email, you can choose to save it as a template and select the group where you want to save it.

Filter and sort email templates

  • Filter by teams/team members: If you're working in a collaborative environment, you might need to filter your templates by your team or individual team members. You can easily do so using the 'Creator' dropdown.

  • Filter by your templates: To access templates created by you, click on the 'Just mine' filter. This will showcase your templates, ensuring convenient access whenever needed.

  • Filter by archived: You have the option to filter archived templates by clicking the 'Archived' filter. If you come across templates you've created, you'll be able to restore them if needed. Administrators hold the authority to restore any template.

In addition, you are able to search for email templates in the search bar on the Email templates page making finding your templates quick and easy.

Viewing groups in the email composer sidebar

Once you've created your groups and organized your email templates, you can access them directly within your email composer. The email composer sidebar displays your ten most recently sent templates for easy and quick access. In addition, you can find specific templates by using the search bar.

Gain valuable insights into your email activity

Email reports offer valuable insights into your email activity. Access it from the “Reports” menu and simply click on "Email" to dive in.

With this report, you can filter results by template groups, users and teams, allowing you to precisely pinpoint the email report you need. You’ll be able to see how many emails were sent based on the period you select.

​Email management is a powerful tool for improving efficiency and consistency in your email communication. By creating, organizing, and utilizing email templates effectively, you can save time, maintain a professional standard, and enhance your email workflow. Whether you're a salesperson, customer support agent, or marketer, mastering this feature can have a profound impact on your productivity and effectiveness.

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