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Creative Ways to Master Personalization in Your Sales Emails

According to the Adobe Email Usage Study carried out in 2019, Americans spend around 5 hours every day on emails – time that could often be spent on more pressing matters.

When you’re up against the clock, you can save yourself a big chunk of this time by setting up canned responses to regular questions and queries. Gmail’s and Right Inbox’s email template features both make this possible.

When Canned Responses in Gmail Can Be Useful

Many of us find ourselves sending the same email time and time again, often copy and pasting the same text to send to several recipients. But using canned responses – or templates – can help reduce the time and effort spent on this manual task.

Situations in which you might find yourself benefitting from canned responses are:

  • Sending routine documents
  • Scheduling meetings that link up to your calendar scheduling software
  • When recruiting, sending the same response to all candidates
  • When asked the same questions about your product or service

How to Create Canned Responses in Gmail

Activate Canned Responses

You’ll need to activate canned responses before you can create a canned response template.

1. Go to Settings by clicking on the gear icon in the top right-hand corner.

2. Navigate to the Advanced tab.

3. Scroll to Templates and click Enable.

4. Save your changes by clicking the Save changes button at the bottom of the page.

Create a Canned Response Template

1. Compose a new email which will be your first canned response template.

2. Write your canned response in the message body.

3. Click on the three dots in the bottom right-hand corner of the message window.

4. Click on Templates and then Save draft as template.

5. In the pop-up box, you’ll be asked to name your canned response template.

6. Click Save.

Using Your Canned Response/Template in Gmail

Now that you’ve created a canned response template in Gmail, it will be saved in your templates.

1. Compose a new email.

2. Click on the three dots at the bottom right of the compose window.

3. Click on Templates, and select the canned response you want to use.

4. Insert the recipient details and subject.

5. Click Send.

Sending Canned Responses as Auto-Replies

Create a New Filter

1. Go to Settings and scroll to the tab called Filters and blocked addresses.

2. Click Create a new filter.

3. Select the criteria for your auto-reply (e.g. sender, subject and email body keywords).

4. Click Create filter, then check the Send canned response checkbox and select which template you want to use.

5. Click Create filter.

6. Now, whenever someone sends you an email with the criteria you’ve specified, they’ll receive your auto-reply.

How to Edit Canned Responses in Gmail

Your canned response templates are easily altered.

1. Compose a new email and insert the template you wish to modify.

2. Many your changes, then click on the three dots at the bottom left-hand side of the compose window.

3. Go to Templates, then Save draft as template, then in the Overwrite Template window select the template you’re modifying.

How to Delete Canned Responses in Gmail

You can also delete a canned response template.

1. Compose a new email.

2. Go to Templates, then Delete template, and select the template you wish to delete.

Right Inbox Email Templates Feature

The Benefits of Right Inbox Templates

Right Inbox’s email template feature works in a similar way to the standard Gmail canned response technique.

That said, once you’ve downloaded the Right Inbox extension, you have a whole bunch of features available to you at the click of a button. Every time you pull up a new email you can access the Template button (no need for clicking through settings to enable the canned response feature).

How-To Set Up a Template

1. Open a new email.

2. Click on the Template button and go to Manage Templates.

3. Draft your canned response template

4. Name your template in the space provided.

5. Click Save.  

Setting a Default Template

1. Open a new email.

2. Click on the arrow next to the Template button and click on Manage Templates.

3. Scroll through your list of templates and click on the one you want to make your default.

4. Click on the Make default button.

5. Click Save.

How to Use a Template

1. Open a new email.

2. To insert your default template, simply click on the Template button.

3. To choose another saved template, click on the arrow next to the Template button, and scroll to the template you want to use.

4. Your template will now appear in the body of your email.

5. Enter the recipient(s) into the To field and click Send.

In Summary

Setting up and sending canned responses or templates in Gmail can help save you time and effort manually sending the same messages over and over again. Although Gmail offers a relatively straight-forward template feature, the Right Inbox Template Feature allows you to insert a canned response at the click of a button.

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