Email Templates
Save reusable email templates for your workspace.
Use Email Templates to save reusable emails that your team can adapt before sending.
How to Get Here
- Click your workspace name in the top-left corner.
- Click Settings in the menu that opens.
- Click Email Templates under "Workspace" in the left menu.
Page Controls
| Control | What it does |
|---|---|
| Search templates... | Searches saved templates. |
| New Template | Opens the template creation dialog. |
If there are no templates yet, the page says No templates yet. Create your first template to get started.
Create a Template
- Click New Template.
- Fill in Name.
- Fill in Subject.
- Write the template Body.
- Click Create.
The editor includes formatting controls for text size, bold, italic, strikethrough, links, lists, quotes, and related rich-text formatting.
Variables fill in when you send
Variables like {{contact.first_name}} fill in when you send. Braces with no known variable send as written, but a message that mixes them with a known variable can't be sent until you fix the spelling.
Edit or Delete Templates
When templates exist, use the row actions to edit or delete them. Deleting a template removes it from the workspace template list.
Reuse Attachments
In CRM v2 workspaces with email attachments enabled, choose Attach files while creating or editing a template. You can save up to 20 files, with a combined size of 20 MB. Wait for the uploads to finish before saving.
Selecting the template in a supported CRM email composer loads its files alongside the message. Files already in your draft stay attached. Removing a file from that draft leaves the saved template unchanged. Save as template and Copy to personal also keep the files.
Text templates support files for Twilio texting. Scheduled texts do not support files. Sequence steps copy template text only; they do not send template attachments.