Set up your templates

Templates are formatted emails that can be saved and sent directly from Spiro for quick customer outreach and follow up. We offer email templates, campaign templates and text templates. Templates can also be shared to specific users or teams. However, if you make a new template for yourself or change a template that was shared with you, it will not affect your colleagues templates. Your changes will only be shown in your account.

Email Templates

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

Managing Templates

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. You can also make changes to existing templates- be sure to click Save at the bottom of the page when you are done updating. 

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 merge in the contact's first name. 

Sharing Templates

You also have the option to share templates with colleagues. Next to the subject line you will see "Share With" where you can choose from a list of Spiro users. 

Add "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. 

Campaign Templates

These are templated emails that are sent to multiple contacts at once using Campaigns. You can create new and manage existing campaign templates the exact same way as your standard email templates. For more information on using email campaigns, check out this article.

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. 

Shared Templates For Admins

If you're an admin, you can create email templates and share them with users across your organization. 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.