Email templates

Platform discussions monday CRM
1

Hi, We use Monday as a CRM tool. As a sales manager I have created some e-mail templates for use to both prospects and customers. I want my whole team to use the same templates. But when they access the prospect/customer boards they dont get to see the templates . Why? What do I need to do for them to see/use my email templates?

3 Likes
2

have you tried setting an automation?
if something happens send an email (that you created).
That way you can enter your template email once and it will automatically generate. you can also add to the automation if something happens send an email to ā€œcustomerā€ and assign a team member/ send email to a team member/ notify a team member.

3

Thanks, but what I find strange is that logged in as me, Iā€™m the only one that can see the templates I have created. My other team members (logged in as themselves) cant see the templates and for that reason canā€™t use them. They are not logged in as ā€œguestā€ - they are all logged in as ā€œmemberā€.

What Iā€™m asking is: If one of my team members want to send an email to a prospect/customer how do they access my email templates when they are logged in as themselves?

4

Are you using the CommuniHub to send emails? There is a templates section within there, or is that what youā€™re referring to?

5

Hi There @robdraz! Did you find a solution for this? I also want to share my e-mail templates with my whole team and do not want the e-mails automated so we can personalize the e-mails prior to sending out. As you were mentioning, Iā€™d like to use the features in Monday rather than using an outside app if itā€™s possible. Hopeful you found a resolution :slight_smile: :crossed_fingers:

2 Likes
6

Has there been a resolution? I am having the same issue. My teammembers can not see the templates I create.

1 Like
7

Any update on this? Or a solution?

8

I reached out to monday.com support about this issue in Nov. 2021 and got confirmation that email templates created by one user in the Emails & Activities tab (formerly called Commihub), are not available to all users. This is also something our team sorely misses being able to do.
Hereā€™s the reply from support:

"While itā€™s not possible to use this template for other members, as an alternative solution, you can save this template as a note, and @ mention your team, so they could save this template.

I understand itā€™s not ideal, and Iā€™m more than happy to pass this along to our Product Team as feedback for review and consideration as we continue to make improvements to the platform."

1 Like
9

Thank you for the reply!
I think this is a suitable workaround.
If I pasted html in the note, would the team member be able to paste it in to their email body correctly?

10

New to Monday, but I would say a common set of company wide usable templates is not a strange request. For now I will copy-paste the templates. Itā€™s only a few users, but because of maintanance, I really hope Monday will implement this.

1 Like
11

Agree with all of the above. We just started with Monday.com and only have 10 email templates, but there will be more to come. All of our users need access to these templates. Every time we want to make a change in the template, weā€™d have to tell all of our users to make the same change - itā€™s not scalable! Having global email templates would be a huge win.

12

I just created a feature request ā€“ please vote! Global Email Templates for Email & Activities

1 Like
13

Hi everyone! Just wanted to let you know that tomorrow at 11am EST we are having an event all about our sales CRM hosted by monday.com sales CRM lead product manager! You will learn all about why this product was created, how you can use it, and get your questions (like this one answered!) You donā€™t want to miss this. Register here!