Email Templates

Email templates let you save frequently used email content so you don’t have to write the same message from scratch every time.

Creating a template

1. Go to Settings > Email Templates
2. Click New Template
3. Fill in:
   • Name — internal name (e.g., “Follow-up after meeting”)
   • Subject — the email subject line
   • Body — the email content (supports basic formatting)
   • Variables — placeholders that get filled in automatically
4. Click Save

Using variables

Templates can include variables that are replaced with real data when sending:

Variable	Replaced with
{{contact_name}}	The contact’s full name
{{company_name}}	Your company name
{{invoice_number}}	The invoice number

Using a template

When sending an email from a contact’s page, select a template from the dropdown. The subject and body are pre-filled — you can edit before sending.

Default templates

You can mark a template as default so it’s pre-selected when composing new emails.

Tips

• Create templates for your most common scenarios: follow-ups, introductions, payment reminders
• Keep templates short and professional — you can always personalize before sending
• Review templates quarterly to keep them current