Overview
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
Creation
Creating a Template
➕ Go to Email → Templates and click New Template.
| Field | Description |
|---|---|
| Template Name | Internal name for the template (not shown to recipients) |
| Subject Line | Email subject, supports variable substitution |
| Category | Organize templates by type (e.g., Introduction, Follow-Up, Proposal) |
| Body | Rich-text email body |
| Footer | Optional branded footer appended to all emails |
Variables
Template Variables
⚡ Variables let you personalize templates dynamically. Use double curly braces: .
Contact Variables
| Variable | Output |
|---|---|
| Contact’s first name | |
| Contact’s last name | |
| Full name | |
| Email address | |
| Phone number | |
| Job title | |
| Linked account name |
Lead Variables
| Variable | Output |
|---|---|
| Lead’s first name | |
| Lead’s company | |
| Lead source |
Opportunity Variables
| Variable | Output |
|---|---|
| Opportunity name | |
| Deal value | |
| Current stage | |
| Expected close date |
Sender Variables
| Variable | Output |
|---|---|
| Sender’s first name | |
| Sender’s last name | |
| Sender’s email address | |
| Sender’s phone number | |
| Workspace/company name |
Fallback Values
📌 Add a fallback after a pipe character for when a variable has no value:
Hi ,
If the contact has no first name, this renders as “Hi there,”. Always use fallbacks in subject lines and salutations to avoid empty greetings.
Footers
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 . 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:
Formatting
Rich Text Formatting
🎨 The template editor supports:
BoldItalicUnderlineHeadings (H1, H2, H3)Bullet listsNumbered listsLinksImagesTablesHorizontal 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.
Organization
Organizing Templates
📂 Use Categories to keep your template library organized. Common categories:
IntroductionFollow-UpProposalOnboardingNewsletterWin-BackInternal
🔍 Templates can be searched by name or filtered by category from the Templates list.