Email Templates

Save your most common emails - intros, follow-ups, renewal reminders - as templates and reuse them with one click.

Create a template

  1. Open Templates → Email Templates.

  2. Click New Template.

  3. Give it a Name (internal, only your team sees this).

  4. Set the Subject.

  5. Write the Body. Use rich text formatting as needed.

  6. Insert variables like {{Client Name}}, {{Primary Contact}}, {{Organization Name}} get replaced when the template is used.

  7. Click Save.

Use a template

  1. In the composer, click Template.

  2. Pick a template from the list.

  3. Subject and body are filled in. Variables resolve against the selected recipient.

  4. Edit anything before sending.

Edit or delete

Open Templates → Email Templates, click any template to edit. Delete from the same view. Existing drafts created from a template are not affected by later edits.

Note: Email templates are org-wide. Anyone on your team can use them. Personal templates are not currently supported.