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Email templates: starter copy in the composer

Answer: Email templates are a starter set you pick inside the one-off composer when you email a lead. There is no separate Email templates screen. Sequences and broadcasts use the copy you type on those tabs.

Pick a starter outreach, follow-up, proposal, or welcome template from the one-off email composer. Placeholders {name} and {company} fill from the lead.

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When you send a one-off email from a lead, the composer loads a starter set of templates: first outreach, follow-ups, a quote cover, and a welcome message. Pick one to fill the subject and body, then edit before you send.

Use a template

  1. 1Open a lead and choose Send email (row actions or the detail drawer).
  2. 2In Choose a template, click one of the starters.
  3. 3{name} and {company} are replaced with that lead's details.
  4. 4Edit the subject and body if you need to, then send via Resend.
Personalization placeholders
Subject: Quick question about {company}

Hi {name},

I was researching {company} and noticed ...
Pro tip: Templates + playbooks pair well: the playbook tells you what to say, the composer starter fills the first draft. Sequences still use the copy you type on each step — they do not pull from this picker.

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