How to create and use an email template

Create templates for messages you send repeatedly — a proposal follow-up, a demo recap, a reply to a new lead.

Create a template

1. Go to Settings → Templates and create a new template.
2. Give it a clear name, such as "Proposal follow-up — 3 days".
3. Add a subject and body. Click Variables to insert personal details like first name or deal name.
4. Click Create template.

Use a template in Gmail

Start a new email or a reply in Gmail, click the Teamopipe icon in the compose window, choose the template, then personalize and send. Always read before sending — a template is a starting point.

Use a template in a campaign

In the campaign's Content step, click Templates and pick one. See how campaigns work.

Keep templates short

Separate templates for each moment (first reply, follow-up, proposal sent, payment reminder) are easier to personalize. If you always rewrite a template before sending, it needs improving.