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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, with rich text formatting for bold, italic, underline, text color, bullet and numbered lists, and indentation
  • Attachments — files included with every email sent from the template
5

Save the template

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Template variables

Variables are placeholders you drop into a subject or body that fill in automatically when the template is applied or rendered. For example, HoH: first name becomes the head of household’s first name for whoever the email is tied to.
1

Place your cursor

In the Subject or Body, click where you want the value to appear.
2

Click Insert variable

Pick a variable from the list, or type / in the body to search inline.
Variables are grouped into categories:
  • General — values that don’t depend on the recipient, like Current date
  • Household — the household name, leader first names, and meeting dates
  • Head of household — the primary person’s name and job title
  • Spouse/partner — the partner’s name and job title
  • Sender — the name and scheduling link of the person sending the email
  • Company — the company name and the book’s scheduling link
  • Custom fields — any custom fields your book has added
Current date inserts today’s date, formatted like “June 18, 2026” and using your book’s timezone. Use it for dated messages so the template stays current without editing.
Company variables, like the company name, fill in everywhere templates are used — including email drafts that tasks generate automatically.
When you select a template while composing an individual email, Slant renders the variables immediately and inserts the finished subject and body into the draft. Bulk sends and automated send-time flows render variables for each recipient when they run.
A variable only fills in where its data exists. Household and Head of household variables resolve when a template is used from a client or prospect, but stay empty in a general email that isn’t tied to a household.

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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