Templates Overview

If you find yourself typing the same email over and over, templates are your new best friend. Whether you’re a sales rep pitching to potential clients or a customer success manager sending updates to customers, templates bring consistency to your emails, increase productivity, and give you insight into whether your emails are effective.

Watch this video for a quick overview. Below, we cover everything you can accomplish with Mixmax Templates.

Use Templates for a Whole Email or Just a Sentence

You can use a template for entire emails to significantly streamline your workflow. The fastest way to insert a template is to use the keyboard shortcut: type  ; followed by the name of the template.

You can also use a template for a single sentences, a signature, or anything in between — any time you find yourself typing the same thing over and over, you should create a template!

Template Variables

With template variables, your emails almost write themselves — while still allowing for customization when you need it.  Learn how to use template variables.

template variables

Add Attachments to Templates

You can use any of Mixmax's enhancements in a template — including file attachments. Bonus: there is no limit to the size of the file you attach, and you can get analytics on downloads! 

Template Analytics

With the  Small Business plan and above, you get detailed analytics for each templates. See the number of times you've sent each template, plus the open, click-through, download, and reply rates. Now you can A/B test and edit your templates to get the outcomes you need. If the open rate is less than desirable, change the subject line. If the click-through rate is lower than you want, consider adding a call-to-action button (type /cta). Note that when your recipient responds to a poll or survey, or books a meeting with any calendar enhancement, it counts as a reply. 

Share Templates with your team

Users on the Small Business plan and above can also share Mixmax templates with team members for a huge productivity boost — and you’ll love having access to your teammates’ best emails, be it for sales, recruiting, or customer support.  Learn more about sharing templates. Note that shared templates are read-only by default, and everyone's stats are included in template analytics. 

Add Templates to a Sequence

You can add templates to a Sequence to ensure your email campaigns are consistent — and to make creating those campaigns super efficient. When you add a template to a sequence and send that sequence to 100 recipients it counts 100 sends in your template analytics. To add a template, you can select one from the drop-down menu on the right, or you can type a semi-colon and begin typing the name of the sequence. A list should pop up as in the animation below.

Use Salesforce fields as variables in your templates

If you  connect to Salesforce via the Salesforce API, you can use Salesforce fields as variables in your templates. In any template, click {{ }} in the bottom toolbar or type {{, and a menu with all your Salesforce fields will appear. No more hunting in Salesforce for field names. When you insert the template into a message, we’ll automatically search Salesforce and fill in each variable, if we find a match.

Got a great example of how you use templates? Let us know! Send us a note at  success@mixmax.com.