How to use email templates with the Insightly Add-on for Gmail

You can use your Insightly email templates when replying to emails in your Gmail inbox through the Add-on. Templates can be used when replying to an email or when you compose a new email.

The Add-on will not autofill fields from the record in your template. The highlighted fields will need to be entered in manually.

To reply using a template

  1. Open an email.
  2. Click Reply With Template.
    templates_addon_2.png
  3. Select a template from the dropdown. Click Reply or Reply All.
    templates_addon_1.png
  4. Edit any necessary fields. Click Send.
    Templates_addon_3.png

To compose a new email with a template

  1. Open an email.
  2. Click on the three-dot menu in the upper right of the Add-on. Select Compose New Email.
    templates_addon_4.png
  3. Select a template from the dropdown.
     templates_addon_7.png
  4. Click Add New in the Recipients field. 
    Templates_addon_6.png
  5. A search field will appear. Type in the name of the contact or lead you want to email. Click Search.
    templates_addon_5.png
  6. Select the contact or lead. You can add multiple leads and contacts to an email.
    Templates_addon_9.png
  7. Click Compose. A new email will appear with the template.
    templates_addon_8.png
  8. Edit any necessary fields. Click Send.
    templates_addon_10.png
Have more questions? Submit a request
Top