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Email templates let you save pre-written emails that your team can reuse. Each template includes a name, subject line, body, and optional attachments.

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Company-wide vs book-specific

  • Company templates are available across all books. Only admins can create, edit, or delete them.
  • Book templates are available only in a specific book. Any user can manage book-level templates.
Use the Company and book name tabs at the top of the page to switch between scopes.

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Create an email template

1

Go to email template settings

Go to Settings → Data customizations → Email templates.
2

Select the scope

Choose the Company tab for a company-wide template, or a book tab for a book-specific template.
3

Click New email template

4

Fill in the template

  • Name — an internal label to identify the template
  • Subject — the email subject line
  • Body — the email content (supports rich text formatting)
  • Attachments — files included with every email sent from the template
5

Save the template

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Edit an email template

Click a template in the list to open the editor. Make your changes and save.
Non-admins can view company-wide templates but cannot edit or delete them.

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Clone a template

Click the clone action on a template to create a copy. When cloning, you can choose a target book or keep it at the company level. Cloning requires a new name for the copy.

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Delete an email template

Click the delete action on a template and confirm. Deleting a template does not affect emails that were already sent using it.

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Using templates

Email templates can be used in several places:
  • Composing emails — select a template when writing a new email to pre-fill the subject and body
  • Task templates — link an email template to a task template so the email is ready when the task is opened
  • Automations — use email templates in send email actions
  • Sequences — email steps in sequences use templates

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FAQ

Yes. The email templates page has a search bar at the top that filters by template name and subject.
Templates support the same file types as regular emails, including PDF, DOCX, XLSX, and image files.
Yes. When cloning, a dropdown lets you select the target book. Admins can also clone to “all books” to create copies in every book at once.

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Next steps

Task templates

Link email templates to task templates

Sequences

Use email templates in automated sequences