You can send templated emails to companies, people, and leads in Nutshell to save time and keep your message on point.
Did you know that you can send bulk emails in Nutshell from a template? Learn how to send an email to multiple contacts in Nutshell.
Create a new email template
Email templates are personalized and cannot be shared between team members.
- Click your user icon
- Click Your settings > Email > Templates
Fill in the template name, email subject line, and template body, then click Save.
Shortcodes are placeholders for the corresponding entity. You can think of them as shortcuts to give each email a personal touch.
- Inserts the primary company name into the email. If you are emailing a person or lead, Nutshell will automatically pull in the name of the first-listed associated company.
- Inserts the first name of the person you are emailing. If you are emailing a company or lead, Nutshell will automatically pull in the first name of the first-listed associated person.
- Inserts the last name of the person you are emailing. If you are emailing a company or lead, Nutshell will automatically pull in the first name of the first-listed associated person.
Edit an existing template
Existing templates are listed on the right side under "Edit an existing template". To edit an existing template, click the template, and it will appear for you to edit.
How to use templates
Templates can be used wherever there is an email composition section in Nutshell. Click "Send an email..." on a Company, Person, or Lead page to begin using templates. On the bottom border of the email composition area, click the Choose a template... drop-down menu to choose your templates.
Can I share templates?
No. Templates are unique to each user in Nutshell.
Is there a limit to the number of templates I can have?
No. You can create an unlimited number of templates.
What happens if I accidentally send an email with the last name shortcode but they don't have a last name? Will it show the shortcode in the email?
No. We will never send an email with a raw shortcode in the email! Nutshell will leave that space blank, and if you're sending a bulk email we'll give you the option to only email contacts that fulfill all the shortcodes.
My shortcodes aren't working. What's wrong?
Be sure that you're using curly brackets and not square brackets.
Will email templates use my signature?
Yes! Though you won't see the signature in the email template, Nutshell will include it when we send the email.
What will happen if I bulk email a list of companies who don't all have email addresses?
If the company doesn’t have an email address, it will use the primary (first-listed) associated person's email address.