Email Templates
Your Best Email, Sent by the Whole Team.CRM email templates that fill in the lead, the deal and the date for you.
Write the email your best rep sends, once. Adoptiv fills in the lead’s name, the deal, today’s date and the sender before it goes, from 64 merge fields plus your custom fields. Share it by team or role, and everyone sends the same answer.
- 64 merge fields
- Custom fields included
- Shared by team or role
How it works
- Pick a templateFrom a group shared with your team
- Fields fill themselvesThe lead, the deal, the date and you
- Access checked firstOnly from records you can already open
- Send itPersonal, with nothing typed by hand
Write It Once. Send It Right Every Time.
The email your top rep wrote becomes the one the whole team sends.
Names, deal details, dates and your own details fill themselves in before the email goes.
Dates follow your workspace’s time zone and locale, and amounts its currency.
A template can only pull fields from records the sender is already allowed to open.
Templates Your Team Uses in Three Steps.
Write the Template Once
Add placeholders for the lead, the deal, the date and the sender, from 64 fields across ten groups.
File It in a Shared Group
Share the group with a role or a team, and every template in it goes with it.
Reps Pick It and Send
Fields fill from the record they’re emailing, checked against what they’re allowed to open.
CRM Email Templates That Fill Themselves In.
CRM email templates are saved emails your team reuses, with placeholders that fill in from the customer’s record when you send. In Adoptiv, 64 email template variables cover the lead, the deal, today’s date and the sender, sorted into ten groups so nobody hunts for one.
They work like a mail merge from the CRM, one email at a time. Custom fields in email templates merge too, for a contact or a deal, and a business lead’s company name and address come along. Dates follow your workspace’s time zone and locale, and amounts its currency, so a close date reads the same for the rep and the customer.
Personalized email templates are only safe if they respect who can see what. Before a single field is filled, Adoptiv checks the sender can open that lead and that deal, so nobody pulls fields out of a record through a template. Values pasted into a field are made safe before they reach the email.
Good sales email templates are short, specific and written by your best rep. Write it once, file it in a group, and share it by role or team. Templates work in the inbox, alongside your email signature, and a misspelled placeholder shows exactly as typed, so a test send catches it.
Email Templates with Merge Fields, Ready for the Whole Team.
The lead, the deal, today’s date and the sender, in ten groups.
Your own contact and deal fields merge like built-in ones.
A business lead’s company name and address merge too.
Time zone, locale and currency come from your workspace settings.
A template only fills from records the sender can already open.
For Teams That Send the Same Good Email Often.
Copy-Paste Emails vs CRM Email Templates.
| What | Copying from a document | With Adoptiv |
|---|---|---|
| Names and details | Copying from a document: Typed by hand, and sometimes wrong | With Adoptiv: Filled in from the lead and the deal |
| Dates and amounts | Copying from a document: Whatever format the rep types | With Adoptiv: Your workspace’s time zone, locale and currency |
| Getting the latest version | Copying from a document: Whichever copy someone saved | With Adoptiv: One template, shared in a group |
| Who can use it | Copying from a document: Anyone with the document | With Adoptiv: The roles and teams you share it with |
Email Templates Questions, Answered.
What are email templates in a CRM?
Saved emails your team reuses, with placeholders that fill in from the customer’s record when you send. In Adoptiv they draw on the lead, the deal, today’s date and the sender.
Can templates use my custom fields?
Yes. Custom fields on a contact or a deal merge like any other field, and a business lead’s company name and address merge too.
What happens if a field is empty?
It merges as empty. A misspelled placeholder isn’t filled at all and shows as you typed it, so send yourself a test first.
Who can see my templates?
You see templates you made, plus every template in a group shared with your role or one of your teams.
How do I create email templates in Adoptiv?
Write the email, insert placeholders where the details go, and file it in a group. Share the group and the template goes with it.
What is an email template variable?
A placeholder, such as the lead’s name, that is replaced with the real value when the email is sent. Adoptiv has 64, plus your custom fields.
Do placeholders work in the subject line?
Yes. The subject is plain text and takes each value as written, while values in the body are made safe for the email first.
Can a template show fields from a record I can’t see?
No. Before filling anything, Adoptiv checks you can open that lead and deal, under the same rules as the screen.
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