Email Templates
Create and organize reusable email templates (name, category, subject, body) for consistent outreach.
Create and organize reusable email templates (name, category, subject, body) for consistent outreach.
Overview
Email Templates stores reusable email drafts for this client so the team can send consistent, on-message outreach quickly. Create a template with a name, category, subject line, and body, and reuse it wherever templates are offered.
How to use this page
- 1Select the client
Pick the client in the top-right switcher to manage their templates.
- 2Create a template
Add a template with a Name, optional Category, Subject Line, and Body. Save it to make it available for reuse.
- 3Organize with categories
Use categories so common templates are easy to find as the library grows.
What the buttons do
Common questions
Where can I use a template?
Saved templates are available where the platform offers a template picker for composing email.
Is a category required?
No. Only the name and body are required; the category just helps organize.
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