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What Are Email Templates?

Email templates are saved email compositions that can be reused across the team. Instead of writing the same introduction email from scratch each time, you create a template once and anyone on the team can use it — with variables automatically filled in for each recipient. Templates are used in:
  • Manual sends from contact and lead records
  • Automation Send Email actions (Template mode)
  • Bulk email sends to filtered lists

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Creating a Template

Go to Email → Templates and click New Template.
FieldDescription
Template NameInternal name for the template (not shown to recipients)
Subject LineEmail subject, supports variable substitution
CategoryOrganize templates by type (e.g., Introduction, Follow-Up, Proposal)
BodyRich-text email body
FooterOptional branded footer appended to all emails

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Template Variables

Variables let you personalize templates dynamically. Use double curly braces: {{variableName}}.

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Contact Variables

VariableOutput
{{contact.firstName}}Contact’s first name
{{contact.lastName}}Contact’s last name
{{contact.fullName}}Full name
{{contact.email}}Email address
{{contact.phone}}Phone number
{{contact.title}}Job title
{{contact.company}}Linked account name

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Lead Variables

VariableOutput
{{lead.firstName}}Lead’s first name
{{lead.company}}Lead’s company
{{lead.source}}Lead source

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Opportunity Variables

VariableOutput
{{opportunity.name}}Opportunity name
{{opportunity.value}}Deal value
{{opportunity.stage}}Current stage
{{opportunity.closeDate}}Expected close date

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Sender Variables

VariableOutput
{{user.firstName}}Sender’s first name
{{user.lastName}}Sender’s last name
{{user.email}}Sender’s email address
{{user.phone}}Sender’s phone number
{{workspace.name}}Workspace/company name

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Fallback Values

Add a fallback after a pipe character for when a variable has no value: 
Hi {{contact.firstName | there}},
If the contact has no first name, this renders as “Hi there,”. Always use fallbacks in subject lines and salutations to avoid empty greetings.

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Email Footers

A footer is a block of HTML that is appended to every email sent using a specific template. Use footers for:
  • Your name, title, and contact information
  • Company legal disclaimers
  • Unsubscribe link (required for marketing emails)
  • Social media links
Insert the unsubscribe link variable with {{unsubscribeLink}}. ParsaLink automatically generates a unique URL for each recipient. When they click it, they’re added to the suppression list and no further bulk emails will be sent to them. Example footer: 
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{{user.firstName}} {{user.lastName}}
{{workspace.name}}
{{user.phone}} | {{user.email}}

[Unsubscribe]({{unsubscribeLink}})

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Rich Text Formatting

The template editor supports:
  • Bold, italic, underline
  • Headings (H1, H2, H3)
  • Bullet and numbered lists
  • Links
  • Images (uploaded or linked by URL)
  • Tables
  • Horizontal rules
Avoid heavy HTML styling in cold outreach emails. Plain-text or lightly formatted emails have higher deliverability and feel more personal. Save rich HTML templates for newsletters and proposals.

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Organizing Templates

Use Categories to keep your template library organized. Common categories:
  • Introduction
  • Follow-Up
  • Proposal
  • Onboarding
  • Newsletter
  • Win-Back
  • Internal
Templates can be searched by name or filtered by category from the Templates list.