User Review
( votes)You can now share your most-used email templates with the rest of your team! Why start from scratch when you can simply collaborate?
Team collaboration and efficiency are key to boosting your results and making stronger authentic connections. That’s why Nimble enables you to easily collaborate with your team to build engaging content that your customers will respond well to, using shared templates.
Creating Shared Templates
To create several email templates, click “Add Template”. This will bring up our template editor, where you can insert all of your email fields, including attachments and merge tags.
Once you create a template, it will be added to your existing template list with the option to share the template with your team member, edit the template, or delete it.
Nimble Tip: Share templates that have a high open and click rate so that your team can utilize messaging that has proven to deliver successful results.
Email templates are private by default. However, you can click the padlock icon on the template to share it with everyone on your team.
Templates that have been shared with you by your team members will appear underneath the ones you created yourself.
Where to Find Shared Templates
Once a template has been shared with you, there are a few places where you can use them.
Contact Record
You can access an email template directly from a contact record within Nimble, decreasing the number of clicks it takes to reach out to a customer or prospect.
Group Message
To send a template that has been shared with you to a list of contacts, just select that group of contacts from within your Contacts tab and send them to the group messaging page.
Gmail Inbox
Nimble works directly within your Gmail inbox. Once you install our Prospector app to your browser, you will see this app within a Gmail thread, providing the option to send templated messages to your contacts.
Anywhere on the Web
With our Prospector app, Nimble can be taken anywhere you work on the web to gather insights on your potential and existing leads and continue working with them as you engage online. In addition to being able to schedule follow-up reminders and track deal opportunities, you can also send templates your team has shared with you.
For example, if you come across a lead of interest on Twitter, just hover over their name and build their live profile. Once they are added to your account, you can quickly engage by sending a shared template.
How to Get Started
For a full overview of Sharing Email Templates, check out our FAQ article.
If you do not have a Nimble account yet, we invite you to try it for free for 14 days.
Stay tuned for more product announcements as we evolve Nimble into the best CRM for Office 365 and G Suite teams.
Megan Ranger
Megan Ranger is the content marketing manager at Nimble. She is an alumna of California State University, Long Beach. She enjoys true crime podcasts, reading, and writing in her spare time.
