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.

Where Can Email Templates Be Used?

Templates can be used when creating a Playbook or emailing an individual. Whenever you're drafting an email or creating an email in a Playbook, the "Email Template" button will be visible.

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.

Updated on: 10/01/2023