How do I create a template?

Creating a new template

Mailshake allows you to create new message or task templates from the Template creator or from a sequence message you're creating. 

Creating a Template from the Template Creator

  1. In the left sidebar menu, click Campaigns 
  2. In the submenu that appears, click Templates
  3. In the Template Manager click the pink +New Template button
  4. Select Message or Task template

  5. Edit the available fields and then click Save

    Example Message Template:
    Example Task Template:

Creating a Template from a sequence Message

Simply draft your message in a new sequence message. Then click Extra Actions to name the template and save it. 

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