New ‘Save as Template’ Functionality

September 25, 2019 | 
save-as-template0 reads

Creating Templates Just Got Easier

 

Have you ever been re-reading an email you wrote and thought, “Good job, me. That email was awesome and would make a great template.” But then you don’t end up creating the template and that genius email becomes a 1-hit wonder. We got you covered. You’ll now see a 1-click ‘Save as Template’ button at the top of your inbox so you can save that email as a template in seconds.

 

 

We’ve also added this same functionality right in the Compose Window.

 

 

 

Ideas for when to use ‘Save as Template’ button

 

1) Save someone else’s email as a Template – Don’t just make your own content into Templates. You can also use the ‘Save as Template’ button to save other people’s content. Hey, imitation is the best form of flattery.

 

2) Save a Template as you’re writing it – If you’re in the middle of writing an email and you know it could serve as a reusable template (or if you prefer to see the formatting in the actual composer as a “preview” of sorts), you can click the ‘Save as Template’ button in the Templates modal within the Compose Window.

 

Have any questions on ‘Save as Template’? Shoot us an email at support@yesware.com for help!

 

 

Start using the power of Yesware today

Reach more leads, book more meetings, and close more deals while doing a lot less work.

Get expert sales tips straight to your inbox and win more deals

You may also like

Campaigns by Campaign Report

Campaigns by Campaign Report

  Need to see which Campaigns are getting the most engagement across your entire sales team? Want to see if this month’s Campaigns are booking more meetings than last month’s? The all-new ‘Campaigns by Campaign’ Report will allow you to:    Understand...

read more
Introducing Native Send in Outlook!

Introducing Native Send in Outlook!

Introducing Native Send in Outlook!   In 2017, we approached Microsoft to tell them we needed to support a better selling experience for our Outlook users - one that felt seamless and fast. We knew that ‘Send with Yesware’ wasn’t cutting it for you, and that we...

read more

Get expert sales tips straight to your inbox and win more deals