From the Playbooks Extension

To create a template from the Playbooks extension, follow these steps:

  1. Under the Playbooks menu, select 'Email Templates'.
  2. Click the green '+' button
  3. After filling out the Template Title, subject, and body of the Email Message, click the 'Save' button at the bottom of the page.

From the Playbooks Manager

A Manager, or someone with access to the Playbooks Manager, can also create templates that contain the strategy and best practices they want to promote to their reps. Below are the steps to do so:

  1. Login to the Playbooks Manager App
  2. Click on the 'Templates' tab on the top
  3. Select the green + in the top right corner
  4. After filling out the Template Title, subject, and body of the Email Message, click the 'Save' button at the bottom of the page.
  5. After you've created the template, you can share with teams and apply Tags by checking the box next to the email template, then click "Actions" dropdown and select what you'd like to do.

(Note that email templates can be shared with multiple teams.)

Notes:

  • Add tags to your emails to make them searchable¬†
  • Email Templates can only be edited by the creator or with a custom permission to edit all templates from the Playbooks Manager.
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