Message templates
Message templates are reusable email and SMS messages with merge fields, so your team can send consistent, professional communications fast. Find them under Marketing ▸ Message Templates.
The library ships with 24 built-in templates across Sales, Follow-up, Meetings, Proposals, Billing, Onboarding, Support, Re-engagement and Reviews. Filter by Email or SMS, search, then press Copy to paste the message anywhere.
- Merge fields: use “Insert field” to drop tags like {{first_name}}, {{company_name}}, {{amount}}, {{date}}, {{workspace_name}} and {{user_name}}. A message template is copied to your clipboard with the tags still in it, on purpose, so that pasting it into a sequence or an automation keeps them working; those fill them in per recipient when the message is sent.
- Built-in vs your own: built-in templates are marked “Built-in”, are read-only and can never be deleted; press Customize to make an editable copy. Owners/admins can create their own and archive them (nothing is permanently deleted).
Copy a template and paste it into an email, an SMS, an automation action or a drip sequence step. Merge fields keep working when you do: an automation and a sequence fill them in from the lead the message is going to, at the moment it is sent. The two that cannot be filled automatically are the job title and the compensation on an offer letter, because nothing in the product holds those; a sequence step containing one is held rather than sent, and the editor says so while you are writing it.