Create and store email templates with variables (mail merge)

Email Sync lets you create reusable Email Templates to save time, streamline communication, and keep your messages consistent.



In this article:

Create Email Templates Delete Email Templates
Attach Files to Email Templates Use Email Templates
Edit Email Templates




Create Email Templates


1
Go to Email under Apps and Integrations → Templates.

Apps and Integration | Email


2
Click + New Template.

Email | Templates | New Template


3
Fill in the fields and decide whether to make it visible to all users → click Save.

Email | Templates | Create template


💡 Save an email as a template by clicking Template → Save message as a template.

Email | Message editor | Template | Save message as a template



Attach files to Email Templates

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Add files to your template from:
  • Your computer
  • Google Drive
  • Dropbox
  • Documents page
  • Email | Templates | Attach a file


    To remove a file, hover over it → click the bin icon.

    Email | Templates | Remove a file


    💡 You can send up to 30MB per email in attachments.

    💡 Add a URL or insert an image to your template.



    Edit Email Templates

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    1
    Go to Email under Apps and Integrations → Templates.

    2
    Hover over the template → pencil icon → make the required edits → click Save.

    Emails | Templates | Edit template


    💡 Hover over the template → click Clone to create a copy.

    Emails | Templates | Clone template



    Delete Email Templates

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    1
    Go to Email under Apps and Integrations → Templates.

    2
    Hover over the template → click on the bin icon.

    Emails | Templates | Delete template


    💡 Email Templates cannot be deleted in bulk.



    Use Email Templates

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    Open a new email → Template → select the appropriate template.

    Message editor | Template | Select template


    💡 Email Templates can also be used when sending bulk emails.

    💡 The email needs to be sent from OnePageCRM.

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