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Creating Email Templates

Build reusable email templates with merge fields that personalize each message automatically.

Template editor

Create a Template

  1. Go to Settings > Email Templates or ask Outsprint in chat
  2. Click New Template
  3. Enter a name for the template (e.g., "Proposal Follow-up")
  4. Write the subject line (merge fields are supported)
  5. Compose the email body using the rich text editor
  6. Choose whether to share the template with your team
  7. Optionally assign a folder for organization
  8. Click Save
You
Create an email template called "Meeting Follow-up" with subject "Great meeting, {{contact.first_name}}"
Outsprint AI
I've created the "Meeting Follow-up" template. You can edit the body now or use it right away.

Template Editor

The template editor includes:

  • Rich text formatting -- Bold, italic, links, lists, and more
  • Merge field picker -- Click to insert personalization tokens
  • Preview -- See how the template looks with sample data
  • HTML source -- Switch to HTML view for advanced formatting

Organizing Templates

Use folders to group related templates:

  • Sales -- Outreach, follow-ups, proposals
  • Support -- Responses, escalation notices
  • Marketing -- Newsletters, announcements

Note

Personal templates are only visible to you. Shared templates are available to everyone on your team.

Edit or Delete a Template

Open any template from the templates list and click Edit to update it or Delete to remove it. Deleting a template does not affect emails that were already sent using it.

What's Next