Overview
Email Templates brings the selected client's reusable Inbox replies, dialer disposition follow-up emails, and campaign copy into three tabs. Roles with edit access can change and test templates; SDRs can review saved copy but receive read-only access. Disposition and meeting-email editors use the full email toolbar, and Meeting hand-off Fields include Company Website.
How to use this page
Select the client and choose a tab
Choose a client from the Client Switcher, then open Inbox templates, Disposition email templates, or By campaign. When your role is read-only, the page displays a notice to ask a strategist or manager to update the templates.
Review or manage Inbox templates
Inbox templates are reusable replies for the inbox and Responder Hub. Roles with edit access can select Add Template, Test, Edit, or Delete. SDRs see the saved name, category, subject, and body without Add, Test, Edit, or Delete controls.
Configure disposition follow-up emails
Open Disposition email templates and expand a row with Edit. Set the subject, body, merge fields, sending mode, optional Extra Cc values, and Asked for Info attachments, or add a custom disposition. The full email toolbar includes Font, Size, color swatches, and Aa capitalization for selected text. Use Preview draft to review representative values. SDRs can open View and preview saved copy, but cannot edit, attach, add, or save changes.
Edit Meeting hand-off copy
In Meeting-booked emails, open Meeting hand-off. Use Fields to insert prospect Company Website ({CompanyWebsite}) along with owner, answered-phone, and meeting date or time tags. The help text on that row tells you to use {FirstName}/{Company}/{CompanyWebsite} for the prospect. This is the same client-level copy the dialer loads when a meeting is set.
Review campaign email copy
Open By campaign to see active campaigns by default. Turn on Include paused and completed campaigns to expand the list, then expand a campaign and its Auto-Cadence or Post-Call sequences. Expand a step to read saved subject and body copy, variants, A/B winner markers, and paused state.
Save approved disposition changes
After reviewing a disposition template, select Save templates to apply the approved client-level settings used by the dialer. Read-only users see Read-only access in the footer and cannot save.
What the buttons do
- Inbox templates
- Shows reusable inbox and Responder Hub reply templates.
- Disposition email templates
- Shows follow-up emails used by the selected client's dialer dispositions, including Meeting-booked emails.
- By campaign
- Shows saved Auto-Cadence and Post-Call email copy grouped by campaign.
- Add Template
- Opens a form to create an Inbox reply template for roles with edit access.
- Test
- Opens a test-send form for an Inbox template for roles with edit access.
- Edit
- Opens an Inbox or disposition template for editing when the role can edit.
- View
- Opens a saved disposition template in read-only mode for SDRs.
- Font / Size / color / Aa
- Personalizes selected disposition-email text. Font, Size, color swatches, and capitalization apply on the full editor and stay in the saved copy.
- Fields
- Inserts a supported merge tag. Meeting hand-off includes Company Website ({CompanyWebsite}).
- Preview draft
- Renders a local preview with representative merge values. It does not send an email or save changes.
- Save templates
- Applies disposition-template changes for the selected client when the role can edit.
- Add custom disposition
- Adds a client-specific cold-call outcome for roles with edit access.
- Include paused and completed campaigns
- Adds paused and completed campaigns to the By campaign review list.