EMAIL TEMPLATES

Create reusable email templates with dynamic variables, branded footers, and rich formatting for consistent team-wide outreach.

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

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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

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Variables

## Template Variables

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

### Contact Variables

Variable	Output
`{'{{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

### Lead Variables

Variable	Output
`{'{{lead.firstName}}'}`	Lead's first name
`{'{{lead.company}}'}`	Lead's company
`{'{{lead.source}}'}`	Lead source

### Opportunity Variables

Variable	Output
`{'{{opportunity.name}}'}`	Opportunity name
`{'{{opportunity.value}}'}`	Deal value
`{'{{opportunity.stage}}'}`	Current stage
`{'{{opportunity.closeDate}}'}`	Expected close date

### Sender Variables

Variable	Output
`{'{{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

### 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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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 {'{{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:**

\--
{'{{user.firstName}}'} {'{{user.lastName}}'}
{'{{workspace.name}}'}
{'{{user.phone}}'} | {'{{user.email}}'}

[Unsubscribe](\{'\{\{unsubscribeLink}}'})

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Formatting

## Rich Text Formatting

🎨 The template editor supports:

Bold Italic Underline Headings (H1, H2, H3) Bullet lists Numbered lists Links Images 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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Organization

## 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.