Email templates

Create reusable email templates with merge fields to save time on repetitive outreach. Load templates in one click when composing any email.

Creating a template

1. Go to Email Inbox → Templates. Click the Templates tab at the top of the Email Inbox page.
2. Click Create Template. A blank compose form opens with subject and body fields.
3. Write your subject line. Use merge fields if needed — for example: {{first_name}}, quick follow-up.
4. Write the body. Use the rich text editor to format your content. Insert merge fields wherever you want lead-specific data to appear.
5. Give it a descriptive name. Choose something you will recognize later, like "New lead intro" or "Post-call follow-up."
6. Click Save. Your template is now available to use when composing any email.

Merge fields

Merge fields are placeholders that get replaced with real lead data when the template is loaded. Use them in both the subject line and the body.

Using a template

Templates can be loaded from anywhere you compose an email — the Email Inbox, a lead's Email tab, or the bulk email composer.

1. Start composing an email. Open the compose view from the Email Inbox or a lead's detail page.
2. Click Use Template. A list of your saved templates appears.
3. Select a template. The subject and body populate immediately. Merge fields are replaced with the current lead's data.
4. Edit if needed. Add personal touches, update details, or adjust the message for this specific lead.
5. Send. The email goes out just like any other — with full open and click tracking.

AI rewriting

Give any template a fresh spin without rewriting it from scratch. Click Rewrite with AI on a template and Cori will rephrase the content in a different tone or style while preserving your merge fields.

• Change the tone — make a formal template more casual, or vice versa.
• Shorten or expand — ask Cori to make it more concise or add more detail.
• Merge fields stay intact — Cori knows not to remove or alter your {{first_name}} and other placeholders.

Review the rewritten version, then save it as a new template or overwrite the existing one.

Managing templates

All your templates live in Email Inbox → Templates. From here you can:

• Edit — click any template to update its name, subject, or body. Changes apply the next time the template is loaded.
• Delete — remove templates you no longer need. This does not affect emails already sent using that template.
• Preview — see exactly how the template will look with sample data before using it.

Templates are shared across your organization. Any team member can use, edit, or delete templates created by anyone on the team.

Tips for great templates

• Start with your most-sent emails. If you write the same follow-up email five times a week, that is your first template.
• Use merge fields generously. The more personalized a template feels, the higher your response rate. {{first_name}} in the subject line alone can lift open rates.
• Keep one CTA per template. Each template should ask for exactly one thing — a reply, a booking, a call.
• Version your templates. Instead of overwriting, create variations: "Cold intro v1," "Cold intro v2 (shorter)." A/B test which version performs better.
• Review before sending. Always scan the populated email for blank merge fields or awkward phrasing before hitting Send.

Frequently asked