With Email Templates, you can insert personalized emails right from your compose window, get stats for each template you send, and share what's working with the rest of your team.
Here's how it looks in Gmail, and how to get started with Templates:
Email Templates are avaiable for all Bananatag users, including Free plans, although some features are limited to the Pro and Teams plans. For more information, see plans and pricing.
Creating your first email template
Open the Templates interface from the compose window, create a folder and select New Template:
Note: All email templates need to be contained in a folder. This is done for organization and to enable easy sharing of templates between teams.
Name your template, add a subject line, and type the body of your message:
This example uses some variables (shown in curly brackets) which we'll outline below.
You can also insert any attachments to be tracked with our new Attachment Tracking feature using the Attach File button.
The files attached here will be saved to your template and automatically inserted with the template:
Click Save to add your template (you can also insert it right away):
Using variables in email templates
Want to personalize each email template you're sending to your recipient? Easy, with template variables.
The formatting options in the New Template window include everything you're used to seeing in Gmail, with the addition of preset and custom variables, represented by the button.
With variables, you can dynamically insert:
- First name, automatically filled in as long as you've added an email address before inserting the template
- Last name, which works just like first name
- Custom variables, which can be any field you want to customize, as in the example above with event name
Using the same formatting, you can also include preset and custom variables in the subject line of your email template.
Inserting an Email Template
Click the Templates button, navigate to any template, and click Insert to pull in any template you've created:
The interface will always show you the historical open and click rate for each template, allowing you to keep track of how different versions of the same template are performing.
You'll be prompted to complete any fields you've defined with variables after you click insert:
And everything else will happen automatically, allowing you to immediately track and send the email by clicking Send:
Sharing Email Templates with your team
Teams users will see additional options, including Teams Templates as well as Personal Templates:
These features allow you to share folders of email templates with your team to help keep messaging consistent and ensure that all users are sending the version of each template that are getting the best results.
Individual team members can create and insert template in the same way that is described above, and these folders are assigned permissions in the member's section of Bananatag by a team lead.
Get a free download of Bananatag for Gmail!
