Email templates save you time when you regularly send the same email messages to leads, contacts, and other business contacts. With templates, you set up standardized and personalized emails that are ready to go when you need them. Insightly also includes a few sample templates to get you started.
Once a template is created, you can use it in three different ways:
- To send an email to a contact or lead from their record's Action menu.
- To send mass email to a group of contacts or leads, 50 at a time.
- To send triggered emails to anyone through workflow automation.
The number of templates you can set up will depend on your subscription plan. Take a look at our pricing page for the plan limits. (Trial plans are limited to 100 emails per day.)
After you begin sending messages, Insightly’s email templates will also display statistics for each template so you can measure their performance. These metrics will help you assess the effectiveness of each template’s content and include:
- How many emails were sent using this template.
- How many were successfully delivered.
- The average open rate, which captures the percentage of recipients who open or view the email message.
- And, if you include a link in your email, the average click rate.
You'll see some metrics in the list view.
All metrics for a template will appear in the display view.
Types and Categories
Email templates are set up for specific types of records, and they can be categorized. Categories appear in the right sidebar and are separate from the categories you’ve set up for other Insightly records.
Email templates will help you manage your outbound email messaging more effectively. Set some up and try them out!