Skip to main content
Back to Knowledge Base
Core Features

Creating and Using Email Templates

Last updated: 2026-04-01

Email Templates


Create a Template

  • Go to **Settings** > **Email Templates**.
  • Click **+ New Template**.
  • Write your email with personalization variables.
  • Save the template.

  • Personalization Variables

    Use variables to auto-fill contact data:

  • `{{firstName}}` — Contact's first name
  • `{{lastName}}` — Contact's last name
  • `{{company}}` — Company name
  • `{{dealTitle}}` — Deal title
  • `{{ownerName}}` — Deal owner's name

  • Using Templates

    When composing an email from a contact page:

  • Click **Templates** in the email composer.
  • Select a template.
  • Variables are auto-filled with the contact's data.
  • Edit as needed and send.

  • Sharing Templates

    Templates can be shared across your team or kept private. Admins can create organization-wide templates.

    emailtemplatespersonalizationsequences