Shared Templates for Shared Labels

Updated 2 months ago ​by Deepanwita

Email templates let you save some text, and easily embed it on any email you are composing with just one click. Its a great way to save time that would otherwise be wasted in writing the same or similar emails again and again.

You can also share your email templates with other users on your Hiver account.

Creating Templates

All Hiver users (Admins as well as Non Admins) can create email templates. Admins can view and edit all the templates, even if they are not shared with them. Non Admins can view and edit only the templates which have been shared with them.  

Create a new Shared Template

  • Go to the Hiver Admin panel
  • Click on the 'Email Templates' tab on the left section of your Hiver Admin panel
  • Click on the prominent '+Create New Email Template' button and you will be guided through the process. 


Edit an existing Shared Template

  • Go to the Hiver Admin panel
  • Click on the "Email Templates' tab on the left section of your Hiver Admin panel and you will see the list of all the templates on your Hiver account
  •  Select the template from the list or search it from search box 
  • Click on the button 'Edit this template' and enter your changes
  • Click on 'Save' to save the changes.

The ‘Subject’ from the template is copied on the email. The ‘Name’ is not copied anywhere on the email and is for internal reference only. You can play with the Name and add keywords to it which will help you to search.

Embedding Templates

While composing or replying an email, you can embed a template on the email. To do so 

  • Click on 'Template' button to open the email templates pane
  • Click on the template or 'Insert' button to embed it into the email. 


You can also search by the template’s name or subject to locate the template you want to use.


Things that you can include in email template

Custom Variables : You can click on ‘{{}}’ symbol on the template to create custom variables. For ex. You can create two custom variables in your template {FName} and {LName}

Hi {FName} {LName},

And when anyone tries to embed the template in the email, she gets a prompt which asks her to replace the variables which actual values.


Hyperlinks : Copy/ paste any text/ link in the body of the template and click on ‘≈’ to get a prompt asking you the URL where the link will point to.

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