CRMVINSI ENGAGEVINSI CRMEmail Templates

Email Templates

Create reusable email templates with personalized merge tags to send consistent, on-brand messages to your contacts.

Created April 13, 2026

Overview

Email Templates can be found under the CRM Admin → CRM Configuration page.

Email Templates let you build and save reusable emails that agents can send directly to contacts from the CRM. Each template has a name, icon, subject line, and rich-text body — all of which can include personalized merge tags that are automatically replaced with real contact data when the email is sent.

Templates save time on repetitive outreach and ensure consistent messaging across your team. You can also switch to raw HTML mode for full control over the email layout and styling.

Each template in the list has the following action buttons:

Reorder — the up and down arrows let you change the order templates appear in the list, so you can keep your most-used templates at the top.
Edit — opens the template builder so you can update the name, subject, body, or any other field.
Delete — permanently removes the template. This action cannot be undone.

Creating a Template

Click New Email Template to open the template builder. Fill in the following fields:

Template Name — a label used to identify the template in your list (e.g. Thank You for Call).
Icon — choose an icon from the grid to visually represent the template type (phone, email, calendar, etc.).
Subject Line — the email subject shown to the recipient (e.g. Great Speaking With You!). Merge tags can be used here too.
Body — compose your email using the rich-text editor. Use the toolbar to format text, add lists, insert links or images, and more. Click <> HTML to switch to raw HTML mode for custom layouts.
Attachments — optionally attach files up to 4MB each using the Add File button.

When you're done, click Create to save the template.

Merge Tags

Merge tags are placeholders in your template body (and subject line) that get replaced with real contact data when the email is sent. This lets you write one template that feels personal to every recipient.

The following merge tags are supported:

{{name}} — the contact's first name
{{last_name}} — the contact's last name
{{full_name}} — the contact's full name
{{email}} — the contact's email address
{{company}} — the contact's company name

Example

A body that reads "Hi {{name}}, it was great speaking with you at {{company}}!" will be sent as "Hi Sarah, it was great speaking with you at Acme Corp!" when sent to a contact named Sarah at Acme Corp.

Using HTML

When creating a template, you can click the <> HTML button to switch from the visual editor to a raw HTML editor. This lets you write the email's content and layout directly in code rather than using the formatting toolbar.

HTML (HyperText Markup Language) is the standard language used to structure content on the web — and in emails. Instead of clicking Bold or choosing a font size, you write text wrapped in tags that tell the email client how things should look. For example, <b>Hello</b> makes the word "Hello" appear bold, and <p>Your message</p> wraps text in a paragraph. Email clients like Gmail and Outlook read these tags and render them visually when the recipient opens the email.

Using HTML gives you full control over the email's layout — you can create multi-column designs, add custom colors, control spacing precisely, embed styled buttons, and build branded templates that go well beyond what the visual editor supports. Merge tags like {{name}} work exactly the same way inside HTML mode.

Heads up: HTML mode is intended for users with coding experience. If you're not familiar with HTML, stick with the visual editor — a small mistake in HTML (like a missing closing tag) can cause your email to display incorrectly for recipients. If you're unsure, ask someone on your team with a technical background to help build or review the template.

If you'd like to learn HTML or brush up on email-safe HTML, these free resources are a good starting point:

MDN Web Docs — HTML — the most comprehensive free HTML reference, maintained by Mozilla. Covers every tag and attribute with clear examples.
W3Schools HTML Tutorial — beginner-friendly guides and an interactive editor where you can try HTML code live in your browser.
Can I Email? — a reference for checking which HTML and CSS features are supported across different email clients (Gmail, Outlook, Apple Mail, etc.), since not all web HTML works in email.