September 12, 2012

New feature: email templates!

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When we opened up Contactually to the public, many of our users requested the addition of email templates. These users generally send out a ton of emails, and the longer they waited, the more important the idea of this feature became. If you're one of those people, we have great news for you: Contactually now supports email templates! You can access your email templates in your Settings, under the Compose Settings subheader.

In your Compose Settings, you can create a new email template that you can select to send from the compose window. We've added dynamic fields that will allow you to customize emails to each sender without you having to do all of the hard work. These fields will dynamically change depending on the information of the contact being emailed.

  • First Name: {{ first_name | fallback: "REPLACE" }} - With this, the contact's first name will be pasted in place of the bolded text. If for some reason, the contact has no first name, whatever you place in the fallback quotation marks (take out REPLACE and put a fallback first name, so to speak) will appear.

  • Last Name: {{ last_name | fallback: "REPLACE" }} - With this, the contact's last name will be pasted in place of the bolded text. In case the contact doesn't have a last name (e.g., Cher) whatever you place in the fallback quotation marks will appear.

  • Title: {{ title | fallback: "REPLACE" }} - With this, the contact's company title will be pasted in place of the bolded text. For when the email recipient doesn't have one, you can fall back to something else that'll fit in that situation.

  • Company: {{ company | fallback: "REPLACE" }} - Like it is for the others, the contact's company name will be pasted in lieu of the bolded text.


Not only do the dynamic fields work in the body of the email, they also work in the subject line.

We'll roll this update out to users throughout the day. As always, if you have any questions, don't be afraid to reach out to us!