New Feature: Email Templates and Merge Tags now available

Email Template
Today we’re introducing Email Templates and Merge Tags to give your email a productivity boost. You’re now able to create unlimited email templates on all plans. The addition of merge tags lets you personalize all of your emails pulling information from the Contact, Lead or Deal card.

Unlimited Templates

If you find yourself sending the same email over and over, it may be useful to create email templates. Once you create a template, you’re able to send emails in a matter of seconds. Follow these instructions to create your first email template. After you create a template, click on the template icon in the bottom right corner of an email.
add email template

Dear…{merge tags}

Along with the new email templates, we’re also introducing Merge Tags. These allow you to personalize emails using fields from Base like First Name, Last Name, Job Title or even custom fields. When you’re writing an email, you can add a merge tag to the email by selecting the { } icon (next to the attach button). Merge tags can be saved as part of email templates as well. If you try to add a merge tag and that information isn’t available on the Lead, Contact or Deal we will notify you.

Start using email templates and merge tags in Base now to give your email a major productivity boost. Don’t have a Base account? Try Base with email templates free for 14 days.

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