Message templates allow you to create a well-authored email message once, and use it throughout your sales process.  When a contact reaches that step, you need only click the "Compose email" link within the contact and an email is prepared in your local email client, pre-populated with your contact's email address, subject line, and text.

To create a message template, click on the Templates tab in your PlaybookIQ account. Select New Message Template.  Enter the name and description of the template. Next, compose your message, providing a subject line and text of the message. 

Personalize the template with first and last name where you'd like the name to appear by using {{first_name}} to insert your contact's first name and {{last_name}} to insert your contact's last name. For example, if your contact is John Doe, the text 'Dear {{first_name}} {{last_name}}" would automatically create the text 'Dear John Doe' in your message.  Click save, and your message template is complete. 

Message templates can be applied to any step in a playbook.  When creating or editing a playbook step, click the drop down box under "Use Message Template" and chose the appropriate template.   When a contact reaches that step, you need only click the "Compose email" link within the contact and an email is prepared in your local email client, pre-populated with your contact's email address, subject line, and text.   You can modify the composed email if needed, or simply hit 'send' to deliver your email.