The re-designed Email Templates tab in Nimble helps you stay organized, save time, and work more efficiently. With the latest update, you can:
Create text templates for personalized conversations, or choose from Nimble’s ready-made advanced templates.
Create ready-to-use templates effortlessly with AI
Build marketing templates from scratch or select from Nimble’s set of professional, ready-made designs.
Organize all templates into groups that match your team’s workflow.
In this article, we’ll explore the benefits of Nimble templates and template groups, and provide instructions for creating and managing them efficiently.
Table of contents:
Benefits of Using Templates and Template Groups
Nimble email templates help your team maintain consistency and personalize communication at scale. Instead of re-writing the same messages each time, you can create a template once and use it whenever needed. With Nimble's merge tags feature, you can easily personalize each template, making every message feel genuinely tailored to the recipient.
Learn more about Nimble merge tags in our support article Merge Tags for Individual and Group Messages.
Using Nimble templates provides several practical benefits such as:
Saving time – you don’t need to rewrite the same messages each time
Staying consistent – you can keep tone, style, and details of your messages aligned
Working smarter – you can personalize messages instantly with merge tags
Reducing errors – you can use pre-approved templates that you trust
Nimble template groups enhance email templates by keeping them organized, so your team can quickly find the right message for any outreach. By pairing templates with groups, teams across industries can streamline workflows and maintain consistent communication.
Let’s look at how various teams can take advantage of template groups:
Sales teams can access relevant templates for every stage of the sales process.
Marketing teams can keep campaign-specific messaging organized and aligned.
Customer success teams can ensure communications across the customer journey are consistent and easy to access.
Support teams can quickly find troubleshooting guides and standard responses for common issues.
HR teams can maintain templates for onboarding, policy updates, and employee communications.
Operations teams can standardize internal communications, approvals, and recurring updates.
Nimble New Text Templates
Nimble’s new text templates are perfect for simple, personal, and up-to-the-point messages. With an organized gallery of ready-to-use templates, you can send the right message at the right time. You can customize templates to suit your needs and save them for future outreach campaigns.
Teams across departments and industries can benefit from using text templates for cases like:
LinkedIn Follow-Ups – quickly send a friendly note after connecting with a lead.
Media & PR Outreach – share announcements, product updates, or press releases with journalists and partners.
Invoice & Payment Reminders – send professional reminders to clients.
Event & Webinar Invitations – provide all essential details when inviting contacts.
Customer Renewal Alerts – notify customers about upcoming renewals with clear next steps.
Templates are neatly organized into categories, making it easy to find the right email for any purpose. Browse groups such as Business Development, Finance, HR, Networking, PR, and Sales to access templates tailored to each area. A selection of pre-designed Marketing templates is also available under a dedicated Marketing group.
Each template can be customized to meet the unique needs of teams across different industries.
Creating Template Groups
To create a group, take the following steps:
1. Open the Outbound tab in your Nimble account and navigate to Email Templates.
2. Click Add New Group in the top-right corner.
3. Type the group name and click create.
Tap the ‘+’ next to a group to expand and see every template in the group.
At the bottom of the Groups list, you’ll see a 'No Group' section, which contains all templates that aren’t assigned to a group, as well as any draft templates. You can easily move them to the desired group by clicking the 'Move to' arrow:
You can also edit template groups by clicking the pencil icon, or delete them when they’re no longer needed by clicking the trash bin icon.
Please note that deleting a group will reassign its templates to 'no group', and a notification will appear to confirm the action.
For tips on getting the most out of email template groups, check out our support article: Best Practices for Nimble Template Groups
Creating and Managing Email Templates
In Nimble, you can create text and design templates to fit your workflow. Text templates make it fast and easy to send clear, conversational emails. For guidance on creating your text templates effectively, check out our support article: Setting Up Text Templates in Nimble.
Design templates are ideal for marketing emails, newsletters, or client updates, providing a professional, visually polished format. Learn how to build engaging design templates in our support article: Nimble’s Email Builder for Design Templates Overview.
To set up a new template, just click 'Add Template' from the top:
The Use a Template window in Nimble will open, giving you several options:
Create a template from scratch
Build a new one using your own template
Choose and customize an existing pre-made template
Generate a new template with AI
You can keep templates and drafts private or share them with your teammates. By default, they remain private until you unlock them:
To delete a template, click the three-dot menu on the right-hand side and select the trash bin icon. You’ll also find an option in the menu to copy the template if you’d like to create a similar one:
Please note that in team accounts, templates can be edited or deleted by their creator or the account owner. The account owner can also grant admin permissions to manage shared content, including templates, which allows them to edit or delete these templates. Learn more in our support guide: Nimble Privacy Settings - How to Manage Groups.
Nimble AI-Powered Email Creation
With Nimble’s AI-Generated Email Templates, starting your emails templates is easier than ever. Just select the type of email you need from the list - outreach, follow-up, or renewal - and let AI create a polished, ready-to-go personalized template in seconds:
You can also type your own prompt at the bottom to generate a custom template tailored to your specific needs:
Adding Templates to Messages
Adding templates to individual emails, group messages and messages within the emails sequences is simple and takes just a few steps:
In the messenger composer, click the 'Add Template' button.
Select a template from your existing groups, or choose one of the ready-made templates.
Click on Use Template
That's it - your selected template will appear in your message instantly, ready to send as is or customize if needed.
Ready to reach more contacts? Nimble Email Marketing allows you to send unlimited outreach messages every day, independent of your email provider. Learn more here: Sending Unlimited Messages With Email Marketing.
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.