Write email templates

Email templates are ready-made wording for the emails your staff write to a contact from a record. The writer picks a template, the fields are filled in, and they can still change the text before sending.

Prerequisites#

• The Admin or Designer role.
• Email sync, which needs the Professional edition.

Add a template#

1. In the menu, under Extend, select Studio, and then select Open on Email templates.

2. Under Add a template, enter a Name, a Subject and the Text. You can use these fields in the subject and text:

   Field	Replaced with
   {contact.firstName}	The contact's first name.
   {contact.name}	The contact's full name.
   {contact.company}	The contact's company.
   {me.name}	The name of the person writing.

3. Select Add template.

A change to a template applies at once: templates don't go through review and publishing. Emails are sent as plain text.

Change or remove a template#

• To change one, select Change, make your changes, and then select Save template.
• To remove one, select Remove.

Next steps#

• Set up email sync