Email templates in Livespace CRM allow you to automatically create emails with repetitive content. They are especially useful if you often send messages with the same content.

In this article, we’ve described:

If you often send messages with the same content, use templates. To add a new template:

3. Select the option Add new -> Email template.

4. Enter the template name.

5. Select the appropriate template visibility:

6. After entering the subject and content, select Save template.

For templates used when sending emails, it is also possible to use variables previously saved in custom fields.

Thanks to this feature, you can adjust the form of a first name, last name, or company name.

In the Automation package or higher, you can use the default variable First name (vocative), which automatically adjusts the client’s first name to the correct grammatical form.

It is also possible to organize and group templates by adding appropriate categories.

To create a new category, go to Templates > Browse > Add.

To manage a template, go to Templates > Browse, and then select the appropriate option.

This option allows you to overwrite an existing message template. To edit a template, select Templates -> Browse -> Edit.

Next to the name of a template, you will find email statistics that allow you to check:

In Livespace, with the Automation package or higher, it is possible to schedule an entire sequence of automated emails to clients. When planning an email sequence, you can also use templates.

You can find more about automation in the article Automation.

If you have administrator privileges, you can manage templates from the settings.
To do this, go to Account settings -> Email accounts -> Templates.

Here you can perform the following operations: