Email Templates

Templates let you save frequently sent emails and insert them into compose with a single click.

Creating a template

1. Go to Settings → Templates.
2. Click + New template.
3. Give it a name (e.g. Meeting request, Invoice follow-up).
4. Write the subject and body — you can use placeholders like {{name}} and {{company}}.
5. Click Save.

Using a template

1. Open the compose window.
2. Click the Templates button (document icon) in the toolbar.
3. Select the template you want — its subject and body are inserted automatically.
4. Personalise as needed and send.

Editing and deleting templates

Go to Settings → Templates, find the template, and click Edit or Delete.

Tips

• Use templates for: welcome emails, follow-ups, invoices, support replies, meeting requests
• Add a personal line at the start of each template to personalise before sending
• Create a "team" style guide template so all outgoing emails match your brand voice