Shared Email Templates for Gmail

Introduction

In the realm of digital communication, efficiency and consistency are the pillars that uphold a team’s success. Recognizing this need, we at Sortd are thrilled to introduce our latest feature: Shared Email Templates. Designed to save you time while maintaining consistency across your communications, these templates are customizable and easily adaptable to fit various contexts and recipients. This feature shines particularly for teams, fostering effective collaboration and ensuring a uniform approach to customer communications. Whether your focus is on customer support, sales follow-ups, or routine notifications, Sortd’s Shared Email Templates are crafted to empower your team to communicate both efficiently and professionally.

Why Shared Email Templates?

Imagine a customer support team that consistently delivers precise and helpful responses within minutes, or a sales team that sends perfectly crafted follow-ups without missing a beat. These scenarios aren’t just ideal; they’re now achievable with Sortd’s Shared Email Templates. Here’s how our new feature transforms your team’s email strategy:

• Consistency in Branding: Keep your brand voice uniform in all communications.

• Increased Productivity: Spend less time drafting routine messages.

• Error Reduction: Minimize mistakes with pre-approved content.

• Faster Onboarding: New team members can send professional emails right from the start.

Creating a New Template from the Squirrel Menu

To get started, simply access the Squirrel Menu at the top of your Sortd interface and select ‘Email templates’. This directs you to the template management screen, where you can begin crafting templates that reflect your team’s needs.

Adding Folders for Organization

Organize your templates by creating folders. Perhaps you need separate folders for customer inquiries, billing issues, or sales outreach. Simply click ‘Add a folder’ in the Email Templates section and name it according to your team’s workflow.

Creating and Allocating Templates

Creating a new template is as simple as clicking ‘Create template’. You can write and format your email directly in the editor. Once done, select a folder to allocate this template to, ensuring it’s easy to find for the intended use.

Adding Team Members to a Folder

Team collaboration is pivotal, which is why our templates are sharable. Adjust who can access each folder by managing users in the folder settings, ensuring only relevant team members can view or modify templates.

Using Templates in Emails

When it’s time to compose an email or respond to one, click on the ‘Email Templates’ icon next to the Send button in the Gmail compose window. Select the desired template from the appropriate folder, and the text will populate automatically.

Real-World Examples

• Customer Support: Equip your support team with response templates for common queries, reducing response times and increasing customer satisfaction.

• Sales: Use templates for initial outreach, follow-ups, or closing emails, making sure no potential lead is lost to poor timing or inconsistent messaging.

• HR Communications: Streamline communication regarding policy updates, job openings, or employee onboarding with uniform and clear messaging.

Conclusion

By utilizing Sortd’s Shared Email Templates, your team can streamline communication workflows, ensuring that every customer interaction is handled efficiently and professionally. Embrace the power of efficient communication—make the most out of your team’s efforts with this transformative tool.