[{"data":1,"prerenderedAt":467},["ShallowReactive",2],{"shell":3,"article:settings-email-templates":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"settingsCategory":46,"topic":47,"html":50,"toc":51,"shots":71,"related":79,"paths":93,"videos":104,"sidebar":105},"settings-email-templates","guide","\u002Fguides\u002Fsettings-email-templates","mail","Email Templates","Reuse reviewed email wording without rewriting it for every lead. A template stores content and where it is offered; saving it is not the same as sending an…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Settings → Templates → Email Templates","Templates",{"slug":31,"title":48,"href":49},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Reuse reviewed email wording without rewriting it for every lead. A template stores content and where it is offered; saving it is not the same as sending an email.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-communication-templates-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-communication-templates-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Email Templates page in Templates, with saved templates such as Cold Outreach and a Placeholders panel.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-communication-templates-desktop.jpg\" alt=\"Email Templates page in Templates, with saved templates such as Cold Outreach and a Placeholders panel.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Email Templates page, where you select a template to edit it, or select New Template to add one.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-communication-templates-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"box box-prereq\" data-section=\"before-you-start\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2 id=\"before-you-start\">Before you start\u003C\u002Fh2>\u003Cp>You need template-editing access. A configured sender is needed later for delivery, not for reading a template. Check which workflows already use an existing template before changing its wording or call-outcome association.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"review-and-edit\">\u003Ch2 id=\"review-and-edit\">Review and edit\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Settings → Templates → Email Templates\u003C\u002Fstrong>. Select an existing template, or choose \u003Cstrong>New Template\u003C\u002Fstrong> to open the creation panel.\u003C\u002Fli>\n\u003Cli>Set \u003Cstrong>Template Name\u003C\u002Fstrong>, \u003Cstrong>Subject Line\u003C\u002Fstrong>, and \u003Cstrong>Description\u003C\u002Fstrong>. If Subject Line is empty, the template name is used as the subject; make that an intentional choice.\u003C\u002Fli>\n\u003Cli>Review \u003Cstrong>Type\u003C\u002Fstrong> and \u003Cstrong>Module\u003C\u002Fstrong>. Inspect \u003Cstrong>Show on Call Screen\u003C\u002Fstrong> and \u003Cstrong>Associate with Call Outcome\u003C\u002Fstrong> before changing them. The latter connects the template to the later \u003Cstrong>Save & Send Email\u003C\u002Fstrong> call-outcome action.\u003C\u002Fli>\n\u003Cli>Edit \u003Cstrong>Content\u003C\u002Fstrong>, choosing \u003Cstrong>Simple email\u003C\u002Fstrong> or \u003Cstrong>Plain text\u003C\u002Fstrong> as appropriate. Review \u003Cstrong>Attachments\u003C\u002Fstrong> and \u003Cstrong>AI Instructions\u003C\u002Fstrong> separately. Instructions tell AI how to personalize content; they are not a substitute for checking the recipient-visible message.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>Create Template\u003C\u002Fstrong> for a new item or \u003Cstrong>Save Changes\u003C\u002Fstrong> for an existing one. Reopen it and inspect the saved subject, body, attachments, and usage settings.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-the-result\">\u003Ch2 id=\"check-the-result\">Check the result\u003C\u002Fh2>\u003Cp>Success is a reusable saved template with the intended scope. Before a later authorized send, inspect personalization, signature, recipient, and sender in the composer. No delivery is proved by a template save.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"if-something-goes-wrong\">\u003Csummary>\u003Ch2 id=\"if-something-goes-wrong\">If something goes wrong\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>An unexpected subject may come from the template-name fallback. Missing quick-send availability may be explained by Module or Show on Call Screen. After an unclear save, reopen the existing item before making a duplicate. Deletion has a separate confirmation; do not use it to troubleshoot a loading problem.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"related-guides\">\u003Csummary>\u003Ch2 id=\"related-guides\">Related guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>\u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fplaybooks\">Playbooks\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59,62,65,68],{"id":53,"text":54,"depth":55},"before-you-start","Before you start",2,{"id":57,"text":58,"depth":55},"review-and-edit","Review and edit",{"id":60,"text":61,"depth":55},"check-the-result","Check the result",{"id":63,"text":64,"depth":55},"if-something-goes-wrong","If something goes wrong",{"id":66,"text":67,"depth":55},"related-guides","Related guides",{"id":69,"text":70,"depth":55},"screenshots","Screenshots",{"settings-communication-templates-desktop":72},{"id":73,"src":74,"alt":75,"caption":76,"width":77,"height":78},"settings-communication-templates-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-communication-templates-desktop.jpg","Email Templates page in Templates, with saved templates such as Cold Outreach and a Placeholders panel.","The Email Templates page, where you select a template to edit it, or select New Template to add one.",1920,873,[80,86],{"slug":81,"title":82,"href":83,"icon":37,"description":84,"level":40,"productLocation":85},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…","Communication",{"slug":87,"title":88,"href":89,"icon":90,"description":91,"level":40,"productLocation":92},"playbooks","Review and prepare outreach playbooks","\u002Fguides\u002Fplaybooks","workflow","Playbooks are reusable outreach sequences that can contain automated steps and manual tasks. 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