Features: Email Templates

Send pre-defined, personalized follow-up emails with just a few clicks.

Managing Email Templates in myphoner.

Working with Email Templates

Create email templates to let your agents quickly send consistent, typo-free follow-up emails.

Sending a good email immediately after a call is an excellent way to follow up. While the conversation is still fresh in your prospects’ minds, you can elaborate on the topics that most interested them and take your relationship to the next level.

Likewise, following up via email after a day or two can be a good way of staying on your leads’ radar if you can’t reach them on the phone.

Such emails are likely to be similar in form and content, which is why it’s a good idea to create email templates that your agents can use when they follow-up with leads.

You can create as many templates as you like, and mix merge tags with fall-back values to easily generate personalized content when sending emails to leads.


Select a template and send email in myphoner.

Composing Email

Keep the next follow-up email at your fingertips with myphoner.

Composing emails in myphoner is as simple as selecting a template from the predefined set of emails you set up and asking myphoner to merge the relevant contact information from your lead.

You can edit the email content before sending the message. When everything looks good, simply hit ‘Send’, and you're done.

With myphoner, you can select and send emails from the same place you save comments about each lead, choose the outcome of a call and select the next time for a follow up.

In this way, myphoner makes sending emails a natural part of your workflow, whether you’re cold calling or following up with prospects.


Connect your own email account.

Sending Email

Connect your own email account to send emails directly from myphoner, or open the email in your local email composer.

If you are using Gmail or Outlook 365, you can connect your account to myphoner, and we will send email on your behalf through your account.

Otherwise, myphoner will simply open the email in your default email client. The message will be ready to send with the lead’s email address, your email address, your dropbox address and the email content all added by myphoner.

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