How to Create an Email Template

Introduction

Creating a well-crafted email template is crucial for any successful mail merge campaign. With BetterMerge, formerly known as Mailway Mail Merge, you can easily design personalized emails that resonate with each recipient. This guide will walk you through the process of setting up an email template within BetterMerge, whether you’re using the Google Sheets add-on or the standalone web app. By following these steps, you’ll be able to create dynamic templates that include personalized content, images, emojis, and more, ensuring your emails are both engaging and effective.

Step 1: Access the BetterMerge Add-On

To begin, open the BetterMerge (Mailway Mail Merge) add-on in Google Sheets. Once launched, select the ‘My Templates’ option. This will open a page that shows the list of templates you created earlier (if any).

Step 2: Create a New Template

Click the ‘New Template’ button to create a fresh email template. This opens the template editor, where you can start crafting your email.

Step 3: Enter the Subject and Body of Your Email

In the template editor page, you’ll need to fill in the subject line and the body of your email. This editor is where you build the content that will be sent to your recipients.

Step 4: Insert Merge Tags into the Subject Line

To personalize your subject lines, you can insert merge tags directly. On the right side of the subject line input box, there’s a dropdown button labeled ‘Insert Variable.’ Clicking this will display a list of column names from your currently opened Google Sheet. Select the desired column to insert it into your subject line automatically. Alternatively, you can manually type the merge tags using the format {{Column Name}} (e.g., {{First Name}}).

Step 5: Personalize the Email Body

Similar to the subject line, you can add merge tags to the body of your email. The Rich-Text editor includes a ‘Insert Variable’ dropdown for adding merge tags. You can also manually input merge tags by typing them in the same format {{Column Name}}.

Step 6: Save Your Template

Once you’ve finalized your email content, click on the ‘Save Template’ button to save your template. Your template will now be available for use in your email campaigns, allowing you to send personalized emails effortlessly.

Conclusion

By completing the steps outlined in this guide, you’ve now created a versatile email template ready for your next mail merge campaign. BetterMerge (formerly Mailway Mail Merge) makes it simple to personalize emails, add rich content, and manage your templates efficiently. Whether you’re reaching out to a small group or a large audience, these templates will help you deliver targeted messages that drive results. Continue exploring other features to enhance your email marketing strategy and achieve even greater success.