Overview
Email templates let you write reusable emails with merge fields that are filled in automatically when you send to a specific client or contact. Templates are categorised as Process, Reminder, Onboarding, or General.
Creating an Email Template
- 1Open Settings → Email Templates
- 2Click Add Template
- 3Enter a Name and choose a Category
- 4Enter the Subject line — you can include merge fields here too
- 5Write the Body using the text area. Click Insert Merge Field to pick from available fields grouped by category (client, contact, organisation)
- 6Click Create Template
Merge fields
Merge fields use double curly braces, such as {{client.name}} or {{contact.firstName}}. When you send an email using a template, these placeholders are replaced with real data from the selected client and contact.
Editing and Deleting
Click the actions menu on any template row to Edit or Delete it.
Users with the Owner, Admin, or Manager role can create, edit, and delete email templates.
What's Next?
- Document Templates — manage templates for proposals
- Process Templates — build reusable multi-stage workflows