Team Templates

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As a SalesLoft admin, control and quickly distribute messaging to your entire team via team templates. 

*Only available in the new SalesLoft UI

Create a team template by clicking on Add Template

 

 

To create a team template, click on Team option: 

When creating a team template, you have the same functionality and user experience as when creating a personal template: 

Once a team template is created, it will be stored under the Team Templates section. The same sorting ability is available to you within team templates. Click on Filter & Sort to see your sorting options or filter by a specific tag.  

 

Instead of deleting team templates, archive your team templates to quickly recover your content if needed. You have the option to single select a template or multi-select. 

 

To recover archived templates, choose the Include Archived checkbox when sorting team templates: 

 

Please note: 

  • Only SalesLoft admins can create, edit, copy, or archive a team template
  • Any changes made to a team template will be time stamped with the date and by which admin made the changes
  • When a team template is updated, it is updated across the entire platform, with users seeing the changes immediately
  • Team template metrics are aggregated across the entire team

 

Team templates can be added to any email cadence step, including variants: 

 

 

Team templates can be inserted into any email (Gmail and one-off emails in the platform): 

 

Converting templates to team templates:

You can convert one or many personal templates into team templates by clicking on the Convert icon under My Templates: 

You will then be prompted to keep the template stats or start fresh with new stats for the team:

 

 

After converting a personal template, it will still be visible under My Templates for future use. 

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Happy Lofting!

 

 

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