To save time when writing emails, you can create your own templates which can be used in email flows and influencer deal pages. To set up an email template, follow these steps below:
Step 1: Click on "Other Tools" and go to the Template Manager.
Step 2: Click on "Create New Template"
Step 3: Fill in the template details:
Template category: Select a category for the template (negotiation, closed deal, relationship, or other) depending on what stage of a collaboration you will use it
Template title: Enter a title for the template
Body Email template: Enter the content of the email
Pro tip: click on "the table here" at the bottom right corner of the page to access shortcuts that include variables such as the influencer's name, discount code, and custom link. These shortcuts allow the template to be easily adjusted and avoid the need to update the template manually.
Step 3: Click "Submit" to save the template.
Step 4: The template can be used either in an email flow or in an influencer's deal page:
Apply the template to an email flow: Go to the Email Flows page and select the desired template from the list. The template will automatically be added to the email body.
Apply the template to a deal page email: Go to the desired deal page and select the template from the list. The template will automatically be added to the email body, including the influencer's details (name, discount code, custom link, etc.), as specified by the template shortcuts used.
