Email Templates
Create reusable email templates with subject lines and body content. Share templates with your team for consistent communication.
Email Templates
Email templates let you save pre-written subject lines and message bodies that you can apply when composing emails. Use them for common responses, outreach messages, support replies, or any email you send repeatedly.
Creating a Template
Open template settings — Navigate to your email settings or find the Templates section in the email module.
Click "New Template" — Start creating a new template.
Name the template — Give it a clear name (e.g., "Welcome Email", "Support Response - Password Reset", "Meeting Follow-Up").
Set the subject — Enter the email subject line that should be used when this template is applied.
Write the body — Compose the email body using the rich-text editor. Format text with bold, italic, and links as needed.
Share (optional) — Toggle Shared to make the template available to your teammates. Unshared templates are only visible to you.
Save — Click Save to store the template.
Using a Template When Composing
While composing an email:
- Click the Template dropdown in the compose toolbar
- Browse or search your templates (personal and shared templates both appear)
- Click a template to apply it
The template's subject and body replace the current compose content.
Applying a template overwrites the current subject and body. If you've already started writing, save your draft first or copy your text before applying a template.
Shared Templates
When a template is marked as Shared, all team members in your organization can see and use it when composing emails. This is useful for:
- Support teams — Standardized responses to common questions
- Sales teams — Consistent outreach messaging
- Company-wide — Announcement templates, onboarding emails
Only the template creator can edit or delete a shared template.
Editing a Template
- Open the templates list
- Click the edit button on the template you want to modify
- Update the name, subject, body, or shared status
- Save your changes
Edits apply to future uses only; previously sent emails are not affected.
Deleting a Template
- Open the templates list
- Click the delete button
- Confirm the deletion
Shared templates become unavailable to all team members when deleted.
Tips
- Name templates descriptively — Include the use case in the name so they're easy to find
- Keep shared templates professional — Team members will use them as-is
- Combine with signatures — Apply a template for the body, then insert your signature for a complete email
- Review periodically — Update templates when processes, products, or contact information change
Related
| Page | Description |
|---|---|
| Compose & Send | Apply templates when composing |
| Signatures | Email signatures for outgoing mail |
| Email Overview | Full feature overview |