Email templates allow you to curate the perfect email template for others to use when sharing any asset or module. Adding an email template to the platform allows you to craft a compelling message based on the content shared meanwhile, allowing your team to be as efficient as possible. 

There are two places to save email templates within ProteusEngage:

  • Attached to an asset or
  • Attached to a  module

Read more below on how to set up either option. 

Email Templates by Asset

Each module is made up of one or more assets. When an email template is saved to an asset, any time that particular asset is used in any module, the email template will be available for your team members.

For example, you create two PDF documents and upload both to the Inline Document asset type. PDF A has an email template saved to it, but PDF B does not have an email template saved. When a team member shared the Module, "Inline Document Viewer" and choses PDF A, the email template associated with it will be available for the team member to use when notifying the contacts/buyers. If instead your team member shares the Module, "Inline Document Viewer" and choses PDF B, the email template will not be available. 

Here's how to set up Email Templates on an Asset: 

  1. Visit the Asset Library in ProteusEngage
  2. Inside of an asset type, click either the green Add button on the top right to create a new asset or click the Edit button attached to one of the existing assets 
  3. Scroll to the very bottom of the page and you will find the email templates section



  4. To create an email template click the green "Add" button and a window will open to craft your message: 



  5. Craft your Email Template
    1. Enter the Name of the Email Template - this is what the rep will see and choose from a drop down list when using this asset.  External contacts/buyers will NOT see this email template name.
    2. Enter Subject - This will be the email Subject line for the email you're crafting.  Your subject line is small - but very important. Take time to think about what would gain attention.
    3. Message Content - This is where you'll craft the body of the email. Feel free to use Variable fields to personalize the message. In the menu, under the "Insert Variables" you can add dynamic fields that will populate custom text.  For example "First Name".  IMPORTANT NOTE: Always be sure to include the variable for "Module Name Link (Clickable Personal URL)" This is how the Personal URL (or PURL) is shared with the contact/buyers and how they will get into the workspace. 
      A tip – the "Module Name Link (Clickable Personal URL)" will appear as a hyperlink in your email.  The text is title of the module.  Try working tat into your text. 
      Here's an example of what that looks like, in this case the module Headline is "Happy Thanksgiving!" 


  6. Click Save on the email template and then also Save the asset before exiting. 

Email Templates by Module:

Crafting email templates by module allows your reps to have access to email templates based on the module, not dependent on which assets the module contains. A good use case for this would be a workspace introduction module. If you have a module that gives your buyers an introduction to the workspace, this is an email you would want to save to the module not the asset because the asset within the module might be different or personalized per team member. 

Here's how to set up Email Templates by Module: 

  1. Visit the Asset Library in ProteusEngage
  2. The page will default load to the Assets tab, so you will need to click the Modules tab at the top of the page:




  3. Once there you will find a list of all the modules. Find the module you want to create an email template for and click "Manage Emails" on the right 

     


  4. From here you will click the green Add button to create your email template: 



  5. A window will open to craft your message:    



  6. Craft your Email Template
    1. Enter the Name of the Email Template - this is what the rep will see and choose from a drop down list when using this asset.  Contacts/buyers will NOT see this email template name.
    2. Enter Subject - This will be the email Subject line for the email you're crafting.  Your subject line is small - but very important. Take time to think about what would gain attention.
    3. Message Content - This is where you'll craft the body of the email. Feel free to use Variable fields to personalize the message. In the menu, under the "Insert Variables" you can add dynamic fields that will populate custom text.  For example "First Name".  IMPORTANT NOTE: Always be sure to include the variable for "Module Name Link (Clickable Personal URL)" This is how the Personal URL (or PURL) is shared with the contact/buyers and how they will get into the workspace. 
      A tip – the "Module Name Link (Clickable Personal URL)" will appear as a hyperlink in your email.  The text is title of the module.  Try working tat into your text. 

      Here's an e
      xample of what that looks like, in this case the module Headline is "Happy Thanksgiving!"  

  7. Click Save to save the email template and then Save the module before exiting. 


Have other questions?  We're here to help. Email engage@proteus.co.