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Email templates save time and ensure consistent messaging. Create templates at the book or company level for use when composing emails.

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What are email templates?

Templates are pre-written emails you can insert when composing a message. Each template has a name, subject line, and body content.
  • Save time — Do not rewrite common emails.
  • Ensure consistency — Standard messaging across the firm.
  • Personalize with variables — Auto-fill recipient and sender details.

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Book vs company templates

Email templates can be scoped to a specific book or shared across your entire firm:
  • Book-level — Available only within that book.
  • Company-level — Available to all books in your firm.
Use the tabs at the top of the page to switch between book and company views.

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Access email templates

  • Navigate to Settings → Data customizations → Email templates.

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Create a template

1

Click New template

Click the button to create a new email template.
2

Enter the template name

Give it a descriptive name (e.g., “New client welcome”).
3

Write the subject line

Enter the email subject. You can include variables.
4

Write the email body

Compose the email content using the rich text editor. Insert variables to personalize the message.
5

Save

Click Save to create the template.

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Use variables

Variables personalize templates with recipient and sender data. Slant uses Liquid template syntax.

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Available variables

VariableInserts
person.first_nameRecipient’s first name
person.last_nameRecipient’s last name
person.full_nameRecipient’s full name
sender.first_nameYour first name
sender.last_nameYour last name
sender.full_nameYour full name
sender.emailYour email address
sender.unformatted_phoneYour phone number
sender.scheduling_linkYour scheduling link

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Example with variables

Subject: Welcome, {{person.first_name}}!

Hi {{person.first_name}},

Welcome to our firm. I'll be your primary point of contact.
Feel free to reach me anytime at {{sender.unformatted_phone}}
or {{sender.email}}.

Best,
{{sender.first_name}}

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Use a template

When composing an email from a client record:
  • Click the Templates button.
  • Select a template from the list.
  • The subject and body are pre-filled. Edit as needed before sending.

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Edit a template

  • Navigate to the email templates page.
  • Click on a template to edit it.
  • Update the name, subject, or body.
  • Click Save.
Note: Editing a template does not affect previously sent emails.

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Delete a template

  • Click the delete option on the template.
  • Confirm deletion.
Deleted templates cannot be recovered.

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Attachments

Email templates support up to 3 file attachments.

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Best practices

  • Clear subject lines. Recipients should know what the email is about.
  • Use variables for personalization. Even templates should feel personal.
  • Include a call to action. Tell recipients what to do next.
  • Keep paragraphs short. This helps readability on mobile devices.
  • Review templates regularly. Update outdated information and remove unused templates.

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Next steps

Task labels

Organize tasks with labels

Company settings

Other company configuration