The purpose of this article is to provide direction to Outreach Users in applying templates to an email in Gmail.
- Outreach Users
- Outreach Everywhere must be installed and enabled. For more information on installing Outreach Everywhere, refer to the Installing Outreach Everywhere Chrome Extension article.
How To Add Outreach Templates in Gmail:
- Compose a new email or access an existing email.
- Click the Templates icon in the email composition window.
- Search and select the applicable Template.
The selected template appears in the body of the email for additional input and customization as applicable.
Note: To access Templates that are part of a Collection, click the All Templates dropdown and select from the list of available Collections.
How To Install the Outreach Everywhere Chrome Extension