Creating Email Templates

What this does

Email templates are reusable messages with merge fields that automatically insert contact-specific data like name, company, and deal value.

When to use it

Create templates for messages you send repeatedly — follow-ups, introductions, proposals, or appointment confirmations.

Step by step

1. Go to Marketing > Templates in the main menu
2. Click + New Template
3. Enter a Template Name for internal reference
4. Write the email:
   • Subject — use merge fields like {{contact.name}}
   • Body — write your message with formatting
5. Insert merge fields using the Insert Field dropdown:
   • {{contact.name}} — contact's full name
   • {{contact.email}} — contact's email
   • {{contact.company}} — company name
   • {{deal.name}} — deal name
   • {{deal.value}} — deal value
   • {{user.name}} — your name (the sender)
6. Click Save

Tips

• Test templates by sending a preview to yourself
• Keep templates professional but conversational
• Create separate templates for each stage of your sales process