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How to Create an Email Template
How to Create an Email Template
Updated over a week ago

Note: Access to the Templates app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Creating an Email Template

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Templates’.

2. Starting a New Template:

Locate the '+ New Template' button in the top right. Click this button and choose 'Email Template' from the drop-down list.

3. Fill in the Template Form:

A blank form will pop up, prompting you for text entries. Each field is described in detail below.


This is where you will specify the name or title of your SMS template.


Provide a short description here to indicate the content of the template or its intended use to your team.

Reply to:

Enter the email address that should receive responses when this template is used. The recipient's reply will be directed to this address.


The subject line of your email as seen by the recipient.


This is where you input the text to be sent to your clients. A preview appears on the right as you enter text. There is no character limit for your email.

Adding Attachments:

Click on the 'Attach' button at the bottom of the Message area to add any files you want to include with the email template. This opens the file explorer where you can choose the attachment.

Personalization Options:

The Templates app offers the possibility to add personalization options into your templates. This handy feature can automatically incorporate data unique to each client, saving you time.

For instance, the first category of options you'll see is titled 'Business'. This includes identifiers such as Business Name, Phone Number, Email, and more. In this demonstration, we'll choose 'Business Name'.

The text '{{Business-Business Name}}' will then appear in your message field. The recipient won't see this text but will see their own business name in its place.

As you scroll through the options, you'll see a wide range of personalization options that draw from your Contacts, InstaSites, and InstaReports prospects. You can even add your own personal data. The embedded code will automatically insert the appropriate data based on your contacts list.

Note: If the necessary data is not stored in your contacts or your account, the system will be unable to insert the data. The recipient would then receive a text message that says 'Hello {{Business-Business Name}}' if you haven't linked the recipient with a Business Name in your contacts.

4. Testing Your Template:

Before using your new template with actual clients, you can send a test email to any address. At the bottom of the menu, you'll find a prompt that says 'Test your email.' Enter the name to display as the sender in 'From Name' followed by the destination email address in the next field. After entering the information correctly, click 'Send Test'.

Note: Testing your Email template will cost credits. Check your credit balance before conducting Email template tests.

5. Saving Your Template:

When you're happy with your template, make sure to save your work by clicking 'Save' in the top right corner of the menu. If you click 'X' or click outside the menu, any unsaved work will be lost.

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