Electronic mail templates are among the finest methods to make your outreach extra environment friendly, maintain your messages constant throughout your staff, and enhance outreach effectiveness over time.
That’s why we’re excited to introduce a brand new e-mail report that will provide you with perception into the kinds of emails your staff is sending and what number of emails every staff and consumer is sending.
Together with this report, we’re introducing updates to e-mail template group in Nutshell that can make it simpler than ever to handle your templates and allow you to arrange your studies to get insights into no matter issues most on your staff.
Get perception into your e-mail exercise
What can I be taught from the e-mail report?
Your staff sends lots of totally different sorts of messages from Nutshell: preliminary outreach, follow-up, pitches, and extra. Up till as we speak, you couldn’t measure these several types of outreach.
With this replace, you may manage your staff’s e-mail templates into teams. For instance, you may need “Preliminary outreach,” “Chilly prospecting,” and “Renewal reminders.”
When you’ve organized your templates, fireplace up the brand new e-mail report. You’ll be capable of see exactly what number of preliminary outreach, prospecting, and renewal reminders your staff is sending every week. Plus, you may evaluate these teams with the amount of non-templated emails your staff sends.
Since you select the way you group your templates, you might have whole flexibility over your reporting. For instance, for those who group templates by funnel stage, you may see what number of emails you’re sending in every stage of your funnel and achieve perception into how leads are transferring between levels.
Along with reporting by group, you may break your e-mail exercise down by staff and consumer so you may see what number of emails every division and particular person staff member is sending.
Shortly discover the templates you want with improved e-mail template administration
We’ve additionally overhauled how e-mail templates are organized in order that accessing the templates you want is simpler than ever.
Right here’s a have a look at the brand new e-mail template administration options:
Centralized e-mail template administration
Say howdy to the final word template hub! Now you can simply entry, edit, and manage your templates on one user-friendly web page.
Customizable group administration
Categorize your e-mail templates nevertheless works finest on your firm. For instance, you may group templates by funnel stage, buyer kind, or division. You’re free to create, identify, and rename teams nevertheless works finest for you. You may then report on the teams you create with the brand new Electronic mail report.
Handy template creation
Creating and organizing e-mail templates has by no means been this simple! You may create a template from the principle e-mail templates web page, from inside a gaggle, or from the e-mail composer.
Fast, easy accessibility
We’ve made it simple to seek out the precise template you’re on the lookout for. You should use the search bar on the e-mail templates web page or filter your templates by which staff or particular person created the template. You may also test ‘Simply mine’ to see solely your templates or ‘Archived’ to see all archived templates.
Incessantly requested questions
How do I entry the e-mail report?
To entry e-mail studies, click on on ‘Reviews’ within the sidebar. Then, click on on ‘Email’ underneath ‘Insights.’
Which Nutshell prospects have entry to template teams?
The Electronic mail report is out there to prospects on our Professional, Energy AI, and Enterprise plans.
How do I entry the e-mail templates web page?
To entry the Electronic mail templates web page, go to ‘Emails’ within the sidebar after which ‘Email templates.’
Which Nutshell prospects have entry to template teams?
This function is out there to all prospects on all plans, and all prospects can create limitless teams.
Which customers can handle e-mail template teams?
Customers with the ‘Electronic mail template managers’ permission enabled in your role-based access controls can create template teams. By default, this permission is enabled for admins. Any consumer can create a template in a gaggle.
How can I be taught extra about how you can use e-mail templates, teams, and studies?
To be taught extra about e-mail template teams and studies, see our assist heart article here.
To be taught extra about creating and utilizing e-mail templates, see this article.
Be happy to achieve out to our assist staff with any questions as properly!
Able to elevate your e-mail recreation?
Head over to Nutshell and create some groups after which check out your email report to expertise the magic for your self!
If you happen to’re not a Nutshell buyer but, start a free 14-day trial to present this function a strive, together with all of our different options, from contact administration to gross sales automation to e-mail advertising.
Glad emailing!
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