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Creating Yesware Templates in Gmail

Templates let you save reusable email content so you can send rich, consistent messages faster.

How to create a template​

You can create a template in four ways:

From the Templates library

  1. Click the Templates menu at the top of Gmail.
  2. Click New Template in the upper right.
  3. Type your message, then set the template name, subject, and style options.
  4. Click Save Template.

From the compose window

  1. Compose your email.
  2. Click the Templates button at the bottom of the compose window.
  3. Select Save as Template.

From a sent or received email thread

  1. Open the email you want to reuse.
  2. Click Save as Template at the top of the email.
  3. Remove any recipient-specific content, then save.

From the Yesware App

Visit app.yesware.com/template_library/manage, click New Template, and save.

Merge fields​

Use merge fields to personalize templates for each recipient. See Merge Fields for details on Text Fields, Dropdown Fields, and Salesforce Fields.

Team template sharing​

On Premium and Enterprise plans, you can share templates with your team. After you create the template, click Share with team.