Templates

Overview

Templates are standardized emails that can be sent from Spiro. There are four types of templates that we offer and this article will go over the difference between them and how to use them. Templates are user-specific -- meaning if you make a new template or change a standard template, it will not affect the templates in your coworker's accounts. The changes will only be shown in your own account. To navigate to templates, go to Settings > Templates. 

Email Templates

These are emails that are sent to individual contacts. Spiro comes with a few standard templates that you can access by clicking on Settings > Email Templates and then selecting each email from the dropdown.

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.

Making a new template

Making your own email template is easy. Click on the purple arrow in the bottom right corner 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.

Email Signatures

Users have the option of adding an email signature for all emails sent from Spiro (including templates but also normal emails you send out to contacts). See the email signature article for more details. We recommend adding the HTML Signature merge attribute to the end of all your email templates.

Email Campaign Templates

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

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

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

Text Templates

Similar to email templates, these are texts that are sent to individual contacts. Spiro comes with a few standard templates that you can access by clicking on Settings --> Text templates. Naming, editing, and using the merge attributes for text templates are similar to email templates as well. 

Keep in mind, there is a 160 character limit for text templates. 

Sharing Templates

If you're an admin, you have the option to create email templates and share them with other users. Use the drop-down under Share with to choose which users should have access to the template: 

If an admin has shared a template with you, that template will not appear in your template section in settings. However, it will appear as an option upon sending an email. The templates in your setting section are templates that have been created by you. 

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