Creating a great template is fundamental to getting your prospect's attention. Let's learn how to create your first template in Groove.

To get started, go to your Templates in the Groove web app (you can also create and use your templates directly from your inbox). Here you'll see all templates you've created and templates that have been shared with you. Click on the + icon in the upper-righthand corner to create a new template or template folder. 

Email Template

To start, choose the folder you'd like this template to be in. Then, name your template something relevant so that you can find it when using it later.

Hint: You can share template folders with your teammates.

Personalizing your templates with Merge Fields

When composing templates, merge fields are a great way to personalize your emails based on information already stored in Salesforce. Merge fields in Groove allow you to pull in virtually any field from Salesforce that is specific to the person you're reaching out to. This includes first name, title, company name, and much more. Click on the {!...} icon to see available fields from Salesforce:

Hint: You can also use merge fields in the subject line of your email template, by inserting it into the body of the template and cutting/pasting it into the subject line.

See related: Custom Flow merge fields

Bringing creativity to your templates

When words don't paint the whole picture, you have the option to insert links, images, files, and videos to your email templates.

Hint: Use Groove's integration with Vidyard to supplement a concise explanation of your product with a short video that goes into more detail, or a customer testimonial video to gain credibility.

Custom HTML in templates

If you'd like to include custom HTML in your templates to give them some more flavor, you can navigate to the code view by clicking on the <> icon:

Once you're done customizing the HTML, you must click the code view <> icon again before you Save the template in order to save your work.

Call Templates

These are especially helpful for noting out a few points that you want to make sure you hit while making calls through flows. You can add formatting, bold parts that you don't want to forget, and even add merge fields to personalize your script for your prospect.

SMS Templates

SMS templates allow you to seamlessly and efficiently send texts to prospects within a flow. Merge fields can be used to add personalization to your template by adopting the same syntax as other templates {!...}. Example: {!firstname} will insert the person's first name into your template when sent.

Note: SMS templates are only supported in plain text due to the nature of SMS.

LinkedIn InMail and Connect Templates

LinkedIn templates can be used in flows to send a more personal touch within your sales process. We recommend that you personalize and target LinkedIn flow steps as much as possible.

Hint: The Type field on the template will determine the type of activity that gets logged back to salesforce from a Flow.

Other Template Types

You can also create Task Templates, In-Person Visit templates, and Sendoso templates to be used in flows later.

See Related: Accessing your templates in Gmail

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