An email template is essentially a pre-designed framework for your emails, much like a blueprint for a building. It allows you to maintain consistency and efficiency in your communication. This not only speeds up the process of composing emails but also ensures that every message you send maintains a level of professionalism and brand consistency. It's a tool that helps you communicate more effectively by providing a structure, so all you need to do is fill in the specific content for each message.

An email template serves as a consistent framework for your communications. By using a predefined layout and design, every email you send maintains a uniform appearance and tone. This consistency helps reinforce your brand identity and ensures that your message is always presented professionally.

With a template, the basic structure of your email is already in place, so you don't need to start from scratch each time you write an email. This saves time and effort, allowing you to focus more on the content rather than formatting. It streamlines your workflow, making email communication quicker and more efficient.

Email templates help to standardize the presentation of your emails, ensuring they always look polished and professional. This is crucial in maintaining a positive image in the eyes of your recipients, whether they are clients, colleagues, or superiors.

Using a template ensures that every email you send out adheres to your brand’s styling guidelines. This includes the use of specific fonts, colors, and logos that are associated with your brand, helping to build brand recognition and trust over time.

There is no strict right or wrong way to make an email template. But you should think of any scenario where you need to email a customer.

For example, you could create a template for a follow-up email after a phone call. Your template can thank the customer for speaking to you on the phone and include an attached product brochure.

You could also create a template to chase a quote. That gently reminds them they have an outstanding and where to get in touch with you if they wish to place an order.

From the Email Template screen, click on the New Email Template Button.

Does your company have multiple brands it trades as?

If it does, you will be asked to choose which brand you are creating this email template for.

First, give your template a name, something that helps you identify it later.

Second, give your template a description, just add a bit more context to when this template should be used.

Next, using the space at the bottom, you can start crafting your template.

If you want to make a template that can be used by the whole team, make use of the dynamic variables that will be automatically filled out when an email is sent.

Everywhere - This template will be available wherever you send an email from in bboss.

Specific Area - Choose a section of bboss that the email applies to and it will be available for selection when you send an email

Make a choice from the following options.

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Anyone - This is a global template that anyone in your company can use.

Specific - This template can be assigned to users or teams of your choice.

If you choose "Specific" in the last step, you will be asked to choose which users and teams you want to add to this template.

Now, when you hit save, you will be able to add your new template to emails you send from bboss.