Email & follow-ups

Create reusable email templates

Save your strongest follow-ups without making every message feel copied.

4 min read · Updated August 2026

Templates remove repetitive typing while leaving room for a personal first line, the correct dates and the context that makes a recipient respond.

01

Write the reusable core

  1. Create a new template from the email composer.
  2. Use a specific subject line and short paragraphs.
  3. Insert contact or organization merge fields where appropriate.
  4. Leave clear space for a personal introduction and next step.
02

Organize by moment

Name templates after the moment they serve: proposal follow-up, site-visit confirmation or wedding inquiry reply. That is easier to scan than internal campaign names.

03

Review before sending