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CRM Email Templates

Email Templates

Create reusable email templates with variable placeholders for use in campaigns and manual communications.

Fields

  • Template Name (required) — Descriptive name
  • Subject (required) — Email subject line (can contain variables)
  • Body (HTML) — Email body content in HTML format (can contain variables)
  • Category — Optional grouping label
  • Variables JSON — JSON list of available variables in this template
  • Active — Enable or disable

Available Template Variables

Use these placeholders in the subject and body. They are replaced with actual values when the email is sent:

  • {contact_name} — Lead's contact name
  • {company_name} — Lead's company/organization name
  • {email} — Lead's email address
  • {phone} — Lead's phone number
  • {lead_title} — Lead record title
  • {salesperson_name} — Name of the assigned salesperson

Validation

  • Template name and subject are required
  • Cannot delete a template referenced by campaign email schedules

See Also