The short answer

Templates contain a name, subject, HTML body and optional text fallback. Variable placeholders are displayed in the editor, but current sends do not reliably merge them per recipient.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Open Templates

    Enter a Template Name and Subject.

  2. Build the body

    Write the HTML Body and a useful Text Body fallback.

  3. Treat displayed variables cautiously

    The editor displays {{name}}, {{firstName}}, {{company}}, {{email}}, {{phoneNumber}}, {{status}}, {{leadSource}} and {{website}}, but the current send route does not reliably merge them per recipient. Use finalized content that remains correct without substitution.

  4. Use AI optionally

    Describe the desired marketing email and choose Generate HTML with AI, then edit factual claims and calls to action.

  5. Preview and save

    Choose Preview HTML, check mobile-friendly content and personalization, then Save Template. Use Edit or Delete from the saved list as needed.

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