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Email templates

Write an email once and reuse it from the composer, sequences, automations and the Sales Agent.

EmailUpdated 4 min read

Templates live in Settings, under Email, then Templates. Your team, your automations and the Sales Agent all send from them.

The email template library with categories, status and a search box.

Find a template

Search by name, or filter by category (Sales, Follow-up, Confirmation, Onboarding, Support or Custom) and by status: Active or Retired.

Create or edit a template

  1. Select New template, or Edit on an existing one.
  2. Under Details, give it a name, a category and a short description.
  3. Under Content, write the subject and message. Insert merge fields from the Merge fields panel.
  4. Select Create template or Save template.
The template editor with the message, merge fields panel and a live preview filled in with a real lead's details.

Merge fields

Merge fields fill in each recipient's own details, for example {{contact.first_name}}, {{company.name}} or {{sender.first_name}}. Anything a record has no value for is flagged in the preview.

Preview

Switch between Desktop and Mobile. The preview uses sample details, or select Preview with a real lead to see exactly what one person would receive.

Duplicate, retire or delete

Use the menu next to Edit to Preview, Duplicate, Retire or Delete a template. A retired template is kept but no longer offered; select Restore to bring it back.

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Send an email from a record

Write or reuse an email without leaving the lead, contact or opportunity.

Your signature and sending addresses

Add your signature to emails, and manage the addresses your workspace sends from.

Create a form

Build a form, choose where each answer is saved on the lead, and preview it.

Build a follow-up sequence

Add email and task steps with timing, then set the sequence live.