Email Templates

Email templates save time and ensure consistent messaging. Create templates for common scenarios and personalize them with dynamic fields.

Creating Templates

From Scratch

Go to Settings > Email > Templates
Click Create Template
Design your template
Save with a name and category

From a Sent Email

Turn any email into a template:

Open a sent email
Click Save as Template
Edit and name
Choose a category

Template Editor

The editor supports:

Rich text formatting
Images and logos
Variable placeholders
HTML editing (advanced)

Template Variables

Contact Variables

Insert contact information dynamically:

Variable	Output
`{{contact.name}}`	Full name
`{{contact.first_name}}`	First name
`{{contact.last_name}}`	Last name
`{{contact.email}}`	Email address
`{{contact.company}}`	Company name
`{{contact.title}}`	Job title

Record Variables

Pull data from linked records:

Variable	Output
`{{record.name}}`	Record title
`{{record.status}}`	Status field
`{{record.owner}}`	Assigned owner
`{{record.created}}`	Creation date

User Variables

Include your own information:

Variable	Output
`{{user.name}}`	Your full name
`{{user.email}}`	Your email
`{{user.phone}}`	Your phone
`{{user.title}}`	Your job title
`{{user.signature}}`	Your signature

Conditional Variables

Show content conditionally:

{{#if contact.company}}
I noticed {{contact.company}} is expanding...
{{else}}
I noticed you're growing your team...
{{/if}}

Always test templates with different contact types to ensure variables handle missing data gracefully.

Template Categories

Organizing Templates

Group templates by category:

Outreach - Initial contact emails
Follow-up - After meetings or demos
Sales - Proposals and quotes
Support - Help and troubleshooting
Internal - Team communication

Searching Templates

Find templates quickly:

Search by name
Filter by category
Sort by recent use

Using Templates

Inserting a Template

When composing an email:

Click Templates
Browse or search
Click to insert
Edit as needed before sending

Template Preview

Preview before inserting:

See formatted content
Check variable placement
Verify it's the right template

Editing After Insertion

Templates are a starting point:

Personalize the greeting
Add specific details
Adjust for context

Team Templates

Share templates with your team:

Open the template
Click Sharing
Select teams or users
Set permissions (view/edit)

Template Permissions

Permission	What they can do
View	Use the template
Edit	Modify and update
Manage	Delete and change sharing

Template Best Practices

Keep It Personal

Even with templates, personalize:

Reference specific details
Add relevant context
Avoid sounding automated

Maintain and Update

Review templates regularly:

Update outdated information
Improve based on response rates
Remove unused templates

A/B Testing

Test different versions:

Create variations
Track which performs better
Iterate based on results

Naming Conventions

Use clear, descriptive names:

✅ "Follow-up: Post-demo (Enterprise)"
✅ "Outreach: Cold email #1"
❌ "Template 1"
❌ "New template"

Template Examples

Introduction Email

Hi {{contact.first_name}},

I came across {{contact.company}} and was impressed by your work in [industry].

I'm reaching out because [value proposition].

Would you be open to a quick call this week to explore how we might help?

Best,
{{user.signature}}

Follow-Up Email

Hi {{contact.first_name}},

I wanted to follow up on our conversation about {{record.name}}.

As discussed, here are the next steps:
1. [Action item]
2. [Action item]

Let me know if you have any questions!

{{user.signature}}

Meeting Confirmation

Hi {{contact.first_name}},

Confirming our meeting on [Date] at [Time].

We'll be discussing:
- Topic 1
- Topic 2

Here's the meeting link: [Link]

Looking forward to speaking with you!

{{user.signature}}

Related: Sending Email | Connecting Mailboxes