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:
- 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.