Email Templates
EMAIL SYSTEM Email Templates Email Template Fundamentals Email templates in Lead Fuel CRM enable you to create consistent, professional emails quickly while maintaining brand consistency.
Templates can include merge fields for personalization, pre-formatted sections, and reusable content blocks.
Creating Your First Template Step 1: Navigate to Email > Templates > Create New Template Step 2: Enter a descriptive template name (e.g., "Welcome Email - New Leads") Step 3: Choose a template category for organization (Sales, Support, Marketing, etc.) Step 4: Select a starting template from the library or start with a blank canvas Step 5: Click "Create Template" Template Editor Overview The template editor provides a visual drag-and-drop interface for building professional emails: • Content Blocks: Drag sections like headers, text, buttons, and images into your template • Text Formatting: Format text with bold, italic, underline, colors, and font options • Merge Fields: Insert dynamic fields that pull from your contact database • Responsive Design: Templates automatically adapt to mobile and desktop views • Preview Mode: See how your template looks on different devices before sending Using Merge Fields for Personalization Merge fields automatically insert contact information into your emails, making each message feel personal: Step 1: Click in your email text where you want to add a merge field Step 2: Click the "Insert Merge Field" button Step 3: Select the field you want (First Name, Company, Phone, Custom Field, etc.) Step 4: The field will appear as {{FirstName}} in your template Step 5: When you send, each recipient will see their own information Tip: Use the {{FirstName}} merge field in your subject line to boost open rates.
For example: "Hi {{FirstName}}, special offer just for you" performs better than "Special Offer." Common Merge Fields Reference Template Design Best Practices • Keep It Simple: Use clear hierarchy with headers and short paragraphs.
Avoid clutter.
• Mobile First: Design for mobile devices.
Most emails are opened on phones.
Use Lead Fuel CRM's mobile preview.