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Email Templates

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Use merge fields in the subject too, like {{lead.firstName}} or {{deal.name}}.

Click to insert into whichever field you are editing: subject or body.

Lead = the customer/contact record. Deal = the opportunity or sale attached to that lead.

Customer / Lead Information

{{lead.companyName}} {{lead.fullName}} {{lead.firstName}} {{lead.lastName}} {{lead.email}} {{lead.phone}}

Property Information

{{lead.address}} {{lead.city}} {{lead.state}} {{lead.postcode}} {{lead.propertyType}} {{lead.roofType}} {{lead.electricityBill}}

Deal / Opportunity Information

{{deal.name}} {{deal.amount}} {{deal.systemSize}} {{deal.panelBrand}} {{deal.inverterBrand}} {{deal.batteryBrand}} {{deal.installAddress}}

OD Accounts

{{deal.odInvoicesCount}} {{deal.odOverdueAmount}} {{deal.odInvoicesLink}}

Supplier Information

{{supplier.contactName}} {{supplier.contactFirstName}} {{supplier.contactLastName}} {{supplier.companyName}} {{supplier.tradingName}} {{supplier.contactEmail}} {{supplier.contactPhone}} {{supplier.address}} {{supplier.city}} {{supplier.state}} {{supplier.postcode}} {{supplier.abn}} {{supplier.websiteUrl}}

Use variables in your template body as well. Rich formatting is supported.

You can attach documents, images, PDFs, and other files. They’ll be included when this template is used.

Template Preview

Blank in current preview data
Unsupported merge fields
Resolved values
Note: This preview shows sample data. Actual emails will use real lead/deal information.