How to Use a G5 Email Template
This article covers using a G5 Email Template to create and send an email in G5.
To understand how to create the template, see How to Create a G5 Email Template.
You can also find many messages already on a G5 Email Template on our Letters Library.
- Start sending an email using the method shown in How to Send a Mass Email in G5.
-
Select and copy the subject line of the template.
-
Paste it into the subject line of the email.
-
Copy greeting line, body text, and closing into the text box of the email in G5.
-
Paste it into the text editor of the email.
-
Copy the postscript and any footnotes.
-
Click Manage Email Signature and paste it after the signature, then click OK.
- Continue sending the email following the instructions from How to Send a Mass Email in G5.
Related Articles
Send an Email
Note: You MUST have an active SendGrid account. If you do not have one already, please see How to Sign Up for SendGrid The system addresses the email to everyone from the related activity's For and Assign To fields. To send an email related to an ...How to Use an Email Template in a Campaign in G5
Existing email templates can be used in any Send Email workflow task of a campaign workflow in G5. Assign it either when you create the workflow template or when you configure the campaign prior to starting it. Assigning the Email Template When ...How to Create a G5 Email Template
Download the Gorilla 5 Email Master Template Open it and set it to Web Layout. Replace the first highlighted sentence with the subject line the email will use. Copy and paste the text of the letter into the template, replacing the body text. The body ...How to Create an Email Template in the Document Manager
Email Templates are used in Campaigns with in G5 to send standardized emails. To create a template go to th Document Manager and click the Add button. Then select Document, and Document again, from the menus that open. That opens this screen: In ...G5 Email Merge Fields
This is a list of all available merge fields for use with the instructions in How to Send a Mass Email in G5 . Expression Description ${dear} Recipient’s Dear field ${advisorMergeField} Recipient’s Advisor ${birthdaySummaryString} Recipient’s ...