Create email templates

Templates let you send the same well-written follow-up to every contact, personalized with their name and company.

Create a template

1. Go to Settings and tap Email Templates, then +.
2. Give the template a name and an email subject.
3. Write the email body, or let AI write it: swipe right on AI assist, describe the email you need, and tap Generate.
4. Adjust the AI draft with Formalize, Elaborate or Shorten, then tap Insert.
5. Add variables from Available variables so each email is personal, and attach a file such as a brochure if you need one.
6. Tap Save.

Variables

Variables are filled in from each contact and from your profile when the email is sent.

{{recipient.name}}	The contact's name
{{recipient.company}}	The contact's company
{{recipient.designation}}	The contact's job title
{{user.name}}	Your name
{{user.company}}	Your company
{{user.designation}}	Your job title

Send from your own email address

To send templates from your own address, and to send to several contacts at once, connect your email account first. Habsy shows Connect Your Email the first time you need it. See Connect your email account.

See how your emails perform

Tap the analytics icon on the Email Templates screen to open Email Analytics, which tracks emails that are processing, sent and failed.