Email templates are saved emails you reuse in automations and when emailing a contact.
Make one
Email templates → New template:
- Template name (only your team sees it), Subject and Preview text (optional): the short line inbox apps show after the subject;
- Kind: Marketing (adds the unsubscribe link and your postal address) or Transactional (replies and confirmations someone asked for);
- Email content, as blocks: text (with bold, italic and links), image, button and divider. The email wears the business app's branding: logo and main color.
Adding an image: drop a picture on the image block, or click Upload an image (PNG, JPG, GIF or WebP, up to 5 MB; email apps don't show SVG). Every image you upload is kept in Choose from your images for your next email. Removing one there only takes it out of the list — emails already sent still show it. The same works in automation emails, and in one-to-one emails from a contact (Add image; the images go below your message).
Merge values
Put the contact's or the business's details in with merge values, for example {{contact.first_name}}, {{contact.custom.policy_number}} or {{business.review_link}}. Add a fallback for when it's empty: {{contact.first_name | there}} → "Hi there". Copy tag next to a value copies it.
Preview and test
Preview shows the email filled with a contact's details. Send a test to me sends it to your own email: "Test sent to your email (filled with a contact's details). Save first if you changed anything." Tests are never billed.
Email a contact
On a contact's page, Send email: pick a template or write it here, choose who it's From (your default sender, or another address), and send. Replies come back to this contact's Activity history and your inbox. The contact's Emails list shows every email sent and received, with whether it was opened or clicked; Open the email this replies to links a reply to the email it answers.
A contact needs an email address (Add an email address to this contact to email them), mustn't be on the do-not-email list, and mustn't have email blocked under Do not contact. One-to-one emails are chargeable (see Email usage and billing). Owners and managers can take Can't send emails away from a person.