Email Templates
Sixty-four things a rep would otherwise type by hand: the lead, the deal, today's date, their own name. They fill themselves in before the message leaves, and only out of records that rep was already allowed to open.
A template merging against a record
mergedProduct figures from the platform’s own defaults - not customer averages
How it works.
Merging checks you can open the record first
Before one placeholder is filled, the lead and the deal named in the request are fetched again under the same rules that decide what you can see on screen. Somebody who cannot open a record cannot pull its fields out through a template either.
What a customer typed into a field cannot break the message
A record field can hold markup somebody pasted in, so values going into an HTML body are made safe first. The subject line is plain text and takes the value as written.
Dates and money follow the workspace
Timezone, locale and currency come from workspace settings, so a close date reads the same for the person writing and the customer it is about, whichever machine rendered it.
A typo ships as a typo, never as a blank
Only the names with a value behind them are ever touched, so a misspelled one goes out as the literal text you can see and fix. That is a far better failure in front of a customer than a silent gap where their name should be.
One moment in every message.
Every message passes through the same seven. Email Templates is the lit one, and everything either side of it is a different page in this category.
- 01Connect
the account it syncs with
- 02Compose
writing it, and from what
- 03Send
leaving now, or on a schedule
- 04Arrive
landing, and what it lands as
- 05Attach
pinning it to the right record
- 06Book
the meeting that comes of it
- 07Govern
who may use what, and see what
The specifics.
8 facts- Placeholders
- Sixty-four across ten groups, covering the lead, the deal, today's date and the sender
- Custom fields
- Merged too, addressed as contact.custom followed by the field key, and the same shape for a deal
- Company fields
- A business lead carries its company columns on the same row, so the company name and address merge like any other field on it
- Escaping
- Values merged into an HTML body are escaped. The subject line is not
- Formatting
- Dates in the workspace timezone and locale, amounts in the workspace currency
- A field with nothing in it
- Merges as empty. It is an unrecognized name, not an empty value, that ships as its own text
- What you can see
- Templates you made, plus everything inside a group shared with your role or one of your teams
- Not the same as
- Template Permissions, which is the sharing itself rather than the writing
What this sits beside.
Mail and diary are one surface with several parts. These are the ones a person passes through in the same minute.
More in Email & Calendar
12 capabilitiesWebmail, four mailbox connections, tracking, calendar and meetings.
Book a slot while the customer is still on the line and the invitation is in their inbox before you say goodbye. What they change comes back when you sync.
Mail is here without anybody pressing refresh or forwarding anything, filed against the lead holding the address. Google knocks the moment something changes.
The mailbox stays connected, and a message somebody moved is not sitting here twice. Outlook and Microsoft 365 over Graph, picking up only what changed.
A Microsoft mailbox brings its diary and address book with it, and whether it sits in Microsoft 365 or on a server in your building is worked out for you.
The connection for a mailbox nobody hosts for you. We sign in for real before saving the hosts and ports, so a typo is caught while you are still at the form.
What does not count is the useful part: a rep opening their own message, a crawler, the same person twice in five minutes. A figure a supervisor can act on.
Park a thread and it comes back at the hour you named, unread, so nobody walks past it. Hold a send and it leaves at the hour you named, once, never twice.
A meeting agreed on a call is never lost because somebody else's service was slow. The booking is saved here first, then the room and the calendar entry.
Move the meeting an hour and the Zoom room moves with it, on the link guests already have. Delete the booking and the room goes too, with nobody chasing it.
The join link is made by the calendar itself, on the same save that books the meeting, so nobody hunts for it later. One Google account is the whole setup.
Pick Teams on a booking and the join link is written into the invitation guests receive, so nobody chases it in a follow-up. A room you own travels too.
Mail files itself against the lead, on a rule short enough to print: the addresses on the lead, matched exactly. No domain guessing, and nothing to dispute.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Email & Calendar
See email templates on your own floor.
Thirty minutes, your numbers and your data. We will set email templates up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included