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Create email templates from SalesLoft using Chrome Extension

To create an email template from SalesLoft:

  1. Log-in to SalesLoft using your credentials.

  2. Click Templates from the quick navigation bar on the left and then click on Create Template at the top right.

  1. You can either select a Personal or Team template from the pop-up and click Next

  1. In the create template window, enter the template name (mandatory) and the subject.

  2. You’ll find the Hippo Video icon located on the top right side.

  1. Click on the Hippo Video icon. Select the option from the pop-up.

  2. Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. To learn how to enable it, click here.

  3. You can create a new video or import a video from the Hippo Video library or record your screen and share it.

  4. Once you have completed, your video is now ready to be shared.

  5. Click on Copy to Clipboard to finish up.

  6. Press Ctrl+V and you will notice the video gets pasted as a thumbnail inside the create template window.

  7. The Preview Mode will show how your template will look.

Note: Click on the Dynamic Fields icon at the top and select the merge fields, if required.
  1. Now, click on Save. Your email template will be saved. 

To check out other topics related to this integration.     

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