Standard & Business

Email Templates

Save reusable email templates so you never write the same follow-up from scratch again.

📄

What are Templates?

Templates are saved email structures — a name, subject line, and body — that you can load into any follow-up email with one click. Instead of writing from scratch every time, select a template and it fills in your subject and message automatically.

Creating a Template

Go to Dashboard → Templates

Click New Template

Fill in Template Name, Subject, and Body

Use placeholders like {{client_name}} and {{company_name}}

Preview your template on the right panel

Click Save Template

Using a Template

Click Load Template above the subject field when editing or approving an email

Search for your template by name

Click to select — subject and body fill in automatically

A banner confirms which template was loaded

Edit the loaded content as needed before approving

Managing Templates

Edit any template

Use the three-dot menu to update name, subject, or body

Delete a template

Admin or template creator only

Search templates

Filter by name to quickly find what you need

Placeholder Reference

Placeholder	Replaced With
{{client_name}}	Contact's name from your Excel file
{{company_name}}	Your company name from Settings

Note: Templates are shared across your company. All team members can use any saved template.