Set up your email templates

Overview

Templates are standardized emails that can be sent from Spiro. We offer email templates, shared templates and text templates and this article will go over the difference between them and how to use them. Templates are user-specific: if you make a new template or change a standard template, it will not affect your co-workers' templates. Your changes will only be shown in your account.

Email Templates

These are emails that you plan to send to individual contacts. Spiro comes with a few standard templates that you can access by clicking on Settings > Email Templates. You can then select each template from the Templates dropdown list to view or edit. 

Creating a new template

Making your own email template is easy. Click on the purple arrow in the bottom right corner next to the Save button and click New.

Personalize your template by using Merge Attributes in the body or subject. This field will change based on who the template is being sent to. For example, if you use the merge attribute for %{contact_first_name} then the email will start off with the contact's first name. All contact fields can be used as merge fields.

You can make changes by scrolling down to the edit section, making any changes you'd like, and then clicking Save at the bottom of the page.

Campaign Templates

These are templated emails that are sent to multiple contacts at once using Campaigns. Access them from Account Settings > Campaign Templates.

You can create new campaign templates the exact same way that you created your email templates above.

Once you're done, click Save As and now you're ready to send your email campaign. For more help using email campaigns, check out this article.

Email Signature HTML Merge Field

For all templates, make sure to add the merge field "Email Signature HTML" located in the merge attributes pick list. 

If you have not set up your signature in Spiro, you can do so under Settings > Templates > Email Signature. 

If you've already set up your email signature, adding your signature as a merge field in your templates will ensure that it automatically appears on any templates you are sending from Spiro. 

Shared Templates

If you're an admin, you can create email templates and share them with other users. Use the dropdown list under "Share With" to choose which users should have access to the template. You can also use the "Set as Public" checkbox to automatically share the template with all users. This is particularly helpful if you regularly have new users join your company, so you won't have to remember to share that template with them.

If an admin has shared a template with you, that template will appear in your template section in Settings. It will also appear as an option when sending an email. If you want to edit a template that has been shared with you, simply use the "Save As" function.

Text Templates

Is you are using VoIP, you can create text templates that can be sent to individual contacts. Spiro comes with a few standard text templates that you can access by clicking on Settings > Text Templates. Creating, editing and using the merge attributes for text templates are similar to email templates.