> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Email templates

> Create reusable email templates with pre-written subjects, bodies, and attachments.

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

## 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.

## Create an email template

<Steps>
  <Step title="Go to email template settings">
    Go to **Settings** → **Data customizations** → **Email templates**.
  </Step>

  <Step title="Select the scope">
    Choose the **Company** tab for a company-wide template, or a book tab for a book-specific template.
  </Step>

  <Step title="Click New email template" />

  <Step title="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
  </Step>

  <Step title="Save the template" />
</Steps>

## 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.

<Steps>
  <Step title="Place your cursor">
    In the **Subject** or **Body**, click where you want the value to appear.
  </Step>

  <Step title="Click Insert variable">
    Pick a variable from the list, or type `/` in the body to search inline.
  </Step>
</Steps>

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.

<Note>
  Company variables, like the company name, fill in everywhere templates are used — including email drafts that tasks generate automatically.
</Note>

<Note>
  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.
</Note>

<Tip>
  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.
</Tip>

## Edit an email template

Click a template in the list to open the editor. Make your changes and save.

<Note>
  Non-admins can view company-wide templates but cannot edit or delete them.
</Note>

## 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.

## 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.

## 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](/activity/tasks/task-templates) so the email is ready when the task is opened
* **Automations** — use email templates in [send email actions](/platform/automations/actions)
* **Sequences** — email steps in [sequences](/platform/sequences/overview) use templates

## FAQ

<AccordionGroup>
  <Accordion title="Can I search for a specific template?">
    Yes. The email templates page has a search bar at the top that filters by template name and subject.
  </Accordion>

  <Accordion title="What file types can I attach to a template?">
    Templates support the same file types as regular emails, including PDF, DOCX, XLSX, and image files.
  </Accordion>

  <Accordion title="Can I clone a company template to a specific book?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Task templates" icon="list-checks" href="/activity/tasks/task-templates">
    Link email templates to task templates
  </Card>

  <Card title="Sequences" icon="route" href="/platform/sequences/overview">
    Use email templates in automated sequences
  </Card>
</CardGroup>