How to Create and Use Email Templates in Propel

Email templates in Propel are a great way to save time and maintain consistency in your outreach.

Watch our video guide for a clear, step-by-step explanation:

Here’s how to create and use templates efficiently to streamline your PR tasks:

Creating an Email Template

Follow these simple steps to create your own email template:

1. Compose a New Email: Start by creating a new email in Propel.
   
   
   
   
2. Connect to a Pitching Initiative: Link the email to a pitching initiative to keep everything organized.
   
   
   
   
3. Write Your Email: Enter your email content and subject line as you would for a regular pitch.
   
   
   
   
4. Save as Template: Hover over the Templates section. A field will appear where you can enter a name for your new template. Choose something easily recognizable for later use.
   
   
   
   
5. Review and Save: Double-check the email content for accuracy, then click Save. Your template is now saved and ready for future use!
   
   
   
   

Using an Email Template

Once your template is created, you can use it whenever needed:

1. Compose a New Email: Start by composing a new email and linking it to a pitching initiative.
   
   
   
   
2. Select Your Template: Hover over the Templates section and select the template you created earlier.
   
   
   
   
3. Insert the Template: Click Insert to load the template into your email draft.
   
   

Benefits of Using Templates

By using Propel’s email templates, you can:

• Save Time: Quickly send pitches without retyping the same content over and over.
• Maintain Consistency: Ensure your outreach remains consistent, even when working with multiple contacts and initiatives.

Start using email templates today to focus more on crafting personalized, impactful pitches, and less on repetitive tasks!