Email Templates

Email templates are reusable email designs used in automation actions and email sequences. You write them once and reference them from multiple automations.

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Creating an Email Template

1. Go to Automations → Email Templates in the sidebar.
2. Click New Email Template.
3. Fill in:

Field	Description
Name	Internal name (e.g. "Welcome Email", "Follow-up Day 3")
Subject	Email subject line — supports merge tags
Body	Email content — rich text or HTML
From Name	Override sender name (leave blank to use workspace default)
From Email	Override sender email (leave blank to use workspace SMTP setting)

4. Click Save.

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Merge Tags (Personalization)

Use merge tags in the subject and body to personalize each email with the lead's data.

Merge Tag	Replaced With
{{first_name}}	Lead first name
{{last_name}}	Lead last name
{{full_name}}	Lead full name (first + last)
{{email}}	Lead email address
{{phone}}	Lead phone number
{{company}}	Lead company name
{{lead_score}}	Lead score
{{assigned_user}}	Name of the assigned team member

Example subject: Hi {{first_name}}, here is what you requested

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Rich Text vs HTML

The body editor supports both:

• Rich Text (WYSIWYG) — format text visually with bold, links, lists, images, etc.
• HTML mode — switch to raw HTML for full control over layout and styling

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Editing a Template

1. Go to Automations → Email Templates.
2. Click the edit icon on the template row.
3. Make your changes and save.

Changes take effect immediately for future automation sends. Emails already queued will use the version they were queued with.

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Deleting a Template

Click the delete icon and confirm.

⚠️ If an automation or sequence references a deleted template, that step will fail to send. Update all references before deleting.

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Best Practices

• Use clear naming: include the purpose and sequence step (e.g. "Nurture — Day 5 Feature Spotlight")
• Always test the email by sending to yourself before activating the automation
• Keep subject lines under 60 characters for best deliverability
• Always include an unsubscribe link in bulk/sequence emails (LeadHub adds one automatically for sequences)
• Store one "master template" with your brand header/footer and duplicate it for each new email

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Sending Test Emails

From the template editor, click Send Test to send a preview to your own email address.