Our Polymail Basic, Premium, and Enterprise plans include Message Templates, letting you write an email once, save it, and reuse it anytime for different recipients. You can easily customize each message using placeholders.
Creating Templates:
Templates can be created in our Web and Desktop apps but not on iOS. However, once created, you can access and send these templates from your iOS device.
To get started:
Click the Templates tab in the main sidebar.
Click the blue + Create New Template button and begin composing.
Using Placeholders:
To add a placeholder you can fill in later, wrap a word or phrase in double curly brackets like {{this}}.
Avoid using apostrophes, slashes, or spaces in placeholders.
For multiple words, separate them with underscores, like {{first_name}}.
Using Templates in Emails:
In iOS, click the three horizontal dots next to the send button and select Templates from the window that appears to view and insert your saved templates.
In Desktop/Web, the templates icon looks like this:
After inserting a template, pressing the Tab key will jump from one placeholder to the next, highlighting each so you can quickly fill them in.
This makes personalizing and sending your emails faster and easier than ever!