Speed and consistency are the hallmarks of a professional operation. Templates in Myra allow you to codify your best messaging, ensuring that whether a lead talks to a senior partner or a new trainee, they receive a high-quality, branded experience.
Types of Templates
Myra supports several different template formats, each optimized for its specific channel:
1. Email Templates
- Rich Text & HTML: Use our drag-and-drop editor to create beautiful, branded emails with images, buttons, and social links.
- Attachments: Pre-attach brochures, pricing sheets, or case studies so they are always ready to send.
- Subject Lines: Save multiple subject line variations for A/B testing in your campaigns.
2. SMS Templates
- Concise Messaging: Since SMS is limited by character counts, these templates help you deliver punchy, effective messages.
- Links: Use our built-in link shortener to track clicks within your SMS templates.
3. Proposal & Document Templates
- Structure: Save the "bones" of your contracts, quotes, and proposals.
- Placeholders: Use placeholders for things like "Total Project Cost" or "Specific Deliverables" which can be filled in quickly before sending.
4. Form Templates
- Quick Deployment: Instead of building a "Contact Us" form from scratch for every new landing page, save your ideal form as a template and duplicate it in one click.
Powering Personalization with Merge Tokens
The secret to effective templates is making them not feel like templates. Merge Tokens (or variables) pull data directly from your CRM.
Common Tokens:
{{contact.first_name}}-> "Hi Sarah,"{{contact.custom_field_last_purchase}}-> "How is your new [Product] performing?"{{owner.name}}-> "Best regards, [Rep Name]"{{calendar.link}}-> "Book a slot here: [Your Unique Link]"
Fallback Logic: If a contact doesn't have a first name, you can set a fallback like {{contact.first_name | default: "there"}} to result in "Hi there."
Organization & Collaboration
Folders & Permissions
As your library grows, use folders to keep things organized:
- Sales Outreach: Cold emails, follow-ups, and discovery call invites.
- Operations: Invoices, onboarding instructions, and support replies.
- Compliance: Legal notices and terms of service updates.
Sharing Settings
- Private: Only you can see and use the template.
- Public (Workspace): Everyone in your office can use it.
- Agency Master: (For Agency Partners) Push a template to all 50 of your client sub-accounts simultaneously.
Best Practices
- Test on Mobile: Most emails and all SMS are read on mobile devices. Ensure your templates look great on small screens.
- Keep it Human: Avoid overly corporate language. The goal is to make the template a "starting point" that a rep can quickly tweak to add a personal touch.
- Track Performance: Use the "Template Analytics" report to see which templates have the highest open and reply rates. If one template is outperforming the others, share it with the whole team.
Frequently Asked Questions
Can I import HTML templates from other tools like Mailchimp? Yes. You can paste custom HTML directly into the email template editor.
Is there a limit to how many templates I can create? No. We encourage you to create templates for every common scenario in your business.
Can templates be used in automations? Absolutely. In fact, most automated workflows rely on pre-built templates to function.