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Creating templates
How to save an email as a Template
How to save an email as a Template

Learn how to turn Gmail's canned responses into Mixmax templates and enjoy the benefits of shared templates, smart variables, and analytics.

Updated over a week ago

Templates are available on all Mixmax plans, including the Free plan, but some options, like Shared Templates, are available only on the Mixmax Small Business plan and above. Check out our pricing page for more information.

Many of our users are accustomed to using Gmail's Canned Responses as a primary way to set up templates before using Mixmax. We recommend using Mixmax Templates in place of Canned Responses.

Advantages of Mixmax Templates over Canned Responses

Mixmax Templates offer a few advantages for you:

  1. They can be shared with other people. To learn more, go to Sharing a Template.

  2. You can add smart variables that automatically fill in information based on your recipient. You can find more on that in Template variables.

  3. You get template performance analytics. See the number of times you've sent each template, plus the open, click-through, download, and reply rates.

How to turn your Canned Responses into Templates

This will be a fairly manual job to set up. Once it's done, we're sure you'll enjoy Mixmax Templates even more. Follow these steps to transfer your Canned Responses over.

  1. Open a new compose window.

  2. Insert a Canned Response from the hamburger (three-dot) menu in the bottom right corner.

  3. Once the response is in the message body, hover over the Templates icon in the top bar.

  4. When the menu pops out, click the Save this message as a Template button.

Save this message as a Template

Clicking this button will take you to the Mixmax dashboard with your template created for you to double-check. You will need to give your template a unique name and select the folder you want to save it to. Once it looks good, you can save it by clicking the Save button at the bottom right corner.

Creating a new Template

Accessing your saved templates

You can visit your templates page within your Mixmax Dashboard. You can find and edit any previously created templates there.

Whenever you want to use a template, simply type the keyboard shortcut ; (a semicolon) and start typing your template title. A drop-down menu will appear where you can select your template.

Or, click Templates in the top bar of the compose window to find and select your template.

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