If you’re unable to use or see the email templates you created in Sortd for Gmail, there are a couple of common reasons why this might be happening. Let’s walk through the potential issues and how to resolve them:
1. Plan Eligibility
Email templates in Sortd are only available on the Essentials and Business Plans. If you’re on the Free Plan, you won’t have access to this feature. Here’s how to check your plan:
• Essentials Plan: Templates available
• Business Plan: Templates available
• Free Plan: Templates not available
To resolve this, you may need to upgrade to either the Essentials or Business Plan if you’re currently on the Free Plan.
2. Team and Board Configuration
Sortd email templates are set up per team. If you have multiple teams (which is not usually the case), you might experience issues with templates not appearing when composing or sending emails.
Here’s a detailed explanation:
• Team A:
• Boards: A1, A2
• Templates: Template A
• Team B:
• Boards: B1, B2
• Templates: Template B
If you’re trying to use Template A, ensure that you have recently opened one of Team A’s boards (A1 or A2). If you’re on a board from Team B (B1 or B2), Template A won’t be available.
How to Ensure Templates are Available:
1. Check Your Plan: Confirm that you are on the Essentials or Business Plan.
2. Switch to the Correct Board:
• Open the Sortd sidebar in Gmail.
• Verify which team and board you are currently on.
• Switch to the appropriate board within the correct team where your desired template is set up.
Step-by-Step Guide:
1. Open Sortd in Gmail.
2. Check Your Current Plan:
• Go to your account settings to see your current plan.
• Upgrade if necessary to the Essentials or Business Plan.
3. Verify Team and Board:
• In the Sortd sidebar, check which team and board you are viewing.
• Switch to the correct board under the team where your template is located.
By following these steps, you should be able to see and use the email templates you’ve created.
If you continue to face issues, please reach out to our support team for further assistance.