Email templates

Create and manage reusable email templates for consistent communication.

Create email templates in Settings → Email Templates to standardize your outreach. Use variables like {{primary_contact_first_name}} for personalization.

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What are email templates

Email templates are pre-written messages you can reuse when sharing rooms or following up with prospects. They ensure consistent messaging and save time.

Benefits:

• Consistency - Same professional tone across your team
• Speed - Send polished emails in seconds
• Personalization - Variables automatically fill in contact details
• Best practices - Share winning templates with your team

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Creating an Email Template

1. Navigate to Email Templates

   Go to Settings → Email Templates

2. Click Create Template

   Click the Create Template or + New button

3. Add template details

   • Template Name - Internal name for easy identification
   • Subject Line - Email subject (supports variables)
   • Body - Email content with formatting and variables
4. Save the template

   Click Save to make it available for use

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Variables

Personalize your templates with dynamic variables.

Example variables:

Variable	Description	Example Output
{{primary_contact_first_name}}	Contact’s first name	”Sarah”
{{primary_contact_last_name}}	Contact’s last name	”Johnson”
{{primary_contact_email}}	Contact’s email	”[e-mail]”
{{target_company_name}}	Company name	”Acme Corp”
{{room_name}}	Name of the room	”Acme Corp - Proposal”
{{room_link}}	URL to the room	”https://app.flowla.com/r/…”
{{room_creator_first_name}}	Your first name	”John”
{{room_creator_meeting_link}}	Your calendar link	”https://calendly.com/john”

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Template Examples

Room Sharing Template

Subject: {{primary_contact_first_name}}, your personalized resource hub

Body:

Hi {{primary_contact_first_name}},

Great speaking with you! I've put together a personalized space with everything we discussed:

{{room_link}}

Inside you'll find:
- Our proposal tailored to {{target_company_name}}
- Product overview and case studies
- Next steps we agreed on

Let me know if you have any questions!

Best,
{{room_creator_first_name}}

Follow-up Template

Subject: Following up on {{target_company_name}} proposal

Body:

Hi {{primary_contact_first_name}},

I wanted to check in on the materials I shared last week. Have you had a chance to review them?

Here's the link again: {{room_link}}

Happy to jump on a quick call if you'd like to discuss. You can book time here: {{room_creator_meeting_link}}

Best,
{{room_creator_first_name}}

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Using Templates

When sending emails from Flowla:

1. Click Share or Send Email on a room
2. Select a template from the dropdown
3. Variables are automatically populated
4. Review and customize if needed
5. Send the email

Learn more about available room variables for email personalization.

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Best Practices

• Keep it concise - Shorter emails get more engagement
• Lead with value - Mention what’s in it for them
• Clear call-to-action - One obvious next step
• Test variables - Send a test email to yourself first
• Update regularly - Refresh templates based on what works