A recyclable email template is something you can use during prospecting/lead generation calls. It's ideal for those times when a prospect might say "Send me some more information".
To can create email templates by navigate to:
Marketing Tools >> Email Tools and Templates >> 1:1 Emails (More info emails for some users).
Click Create New to add a new template, you can also set which Database it's visible for.
You can use default fields as mail merge tags so that the message always appears to be totally personalised to each recipient. Mail Merge Tags can be found under the drop down on the email editor called "Form Fields".
When you're finished you'll notice that the template is available an available during prospecting.
Under your 1:1 Email Templates you'll notice there is are two default emails templates:
- Follow Up Call
- Appointment Booked
These templates can be triggered in Sanity OS whenever a follow up call or appointment is booked. Editing these templates allows you to replace the default message with one of your own.