How to Create and Use Email Templates in Propel

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:


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.

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  2. Connect to a Pitching Initiative: Link the email to a pitching initiative to keep everything organized.

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  3. Write Your Email: Enter your email content and subject line as you would for a regular pitch.

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  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.

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  5. Review and Save: Double-check the email content for accuracy, then click Save. Your template is now saved and ready for future use!

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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.

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  2. Select Your Template: Hover over the Templates section and select the template you created earlier.

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  3. Insert the Template: Click Insert to load the template into your email draft.

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Benefits of Using Templates

  • Save Time: Quickly send pitches without retyping the same content repeatedly.
  • Maintain Consistency: Ensure your outreach stays consistent across multiple contacts and initiatives.

Start using email templates today so you can focus more on crafting personalized, impactful pitches—and less on repetitive tasks!

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