As well as saving you time, email templates also protect your brand reputation by keeping your email on-brand and error free.
You can create email templates within Mercury Nexus to streamline your workflow and standardise communication with your clients. Email templates can also be used as part of a bulk email-merge to your Contacts list.
How do I create an email template?
You need Admin level access to set up an email template.
Open the Admin app and select CRM Settings from the main left-hand menu.
Navigate to Email Templates in the top menu.
Click on + to open a new tab and create a New Email Template.
Enter the Template Name.
Enter your email Subject.
Handy tip: Email subjects will get cut off if they’re too long, particularly on mobile devices, so it’s best to keep short and place the most important words at the beginning.
Select Email Template Type. Only use this field if the template will be used with DigiSign, Client Centre or Doc Centre. Leave this blank if it's just a regular email template.
Add your email contents in the Body section.
Use the Insert Tag drop-down list to personalise your email by populating data from your Opportunity or People record. For example {{firstname}} will insert the recipient's first name.
Close the tab to save.
You will need to log out of Mercury Nexus for the change to take effect.
