How to Create an Email Template
Edit or create your email template here.


If you find yourself writing the same email over and over again, email templates can be a great way to save time.

To create an email template, follow these simple steps:

Settings -> Email Templates -> Create New
And that’s it! Just be sure to save your template and give it a name that makes it easily distinguishable from your other templates.

Templates can be used when creating a Playbook or emailing an individual.

If you followed all of these steps and you’re still unable to create an email template in LeadLoft, please reach out via the support chat on the bottom right.
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