With Mixmax Templates, you can:
Share your template with others. To learn more, see Sharing a Template.
Add smart variables that automatically populate fields based on your recipient. Learn more about template variables.
Access template performance analytics. See how many times you've sent each template, along with open, click-through, download, and reply rates.
Visit your templates page in your Mixmax Dashboard. You can find and edit any previously created templates there.
To use a template, press the keyboard shortcut ; (semicolon) and type your template title. A drop-down menu will appear, letting you select your template. You can also click Templates in the top bar of the compose window to find and select your template.
How to save an email you wrote in a Sequence as a Template
There is no button to copy a Sequence stage into a Template, so you have to copy the email manually. You can do it in two ways.
From a Gmail compose window
This is the quicker route. It uses the Mixmax extension for Chrome, so make sure it is installed.
Open the Sequence stage, then copy the email body.
Open a new Gmail compose window, paste the body, and add the subject line.
Hover over the Templates icon in the top bar, then click Save this message as a template.
Give the Template a unique name, select a folder, and click Save.
From the Mixmax dashboard
This works with any mail client you use, and it is the only way to create Templates in Outlook. It helps to open your Sequence and the Templates page in two browser tabs and switch between them.
In the Sequence stage, copy the subject line.
On the Templates page, create a new Template and paste the subject.
Switch back to the Sequence stage and copy the email body.
Switch back to the Template, paste the body, give the Template a unique name, choose a folder, and click Save.
In Outlook, the finished Template is then available from Insert email template in the Mixmax side panel.
Check your variables, no matter which route you took. Variables that describe you or the recipient, like {{first name}} or {{sender signature}}, work in a Template, and so do Salesforce fields on the recipient's contact if your Salesforce account is connected. These variables update when you use the Template, based on who you are emailing.
Variables from your Sequence's recipient list don't work because, outside the Sequence, nothing populates them. They will send as literal text with no warning. Give each one a fallback (for example, {{Listing City | fallback: "your area"}}), or remove it. If the email uses {% if %} conditions on those variables, remove the conditions too, or the condition tags themselves will appear in the sent email.
How to turn your Gmail Templates into Mixmax Templates
Open a new compose window.
Insert a Gmail Template from the hamburger (three-dot) menu in the bottom-right corner.
Once the Gmail Template appears in the message body, hover over the Templates icon in the top bar.
When the menu appears, click Save this message as a template.
You will be taken to the Mixmax dashboard, where your template is created for you to review. Give your template a unique name and select the folder where you want to save it. Once it looks good, click Save in the bottom-right corner.
