Email Templates
ProSave reusable email templates with merge fields for personalized outreach. Write once, use everywhere - when composing from a contact, pick a template and merge fields are filled in automatically.
Overview
Email templates let you create reusable email drafts with dynamic merge fields like {{contact.name}} and {{contact.company}}. When you use a template to compose an email, the merge fields are replaced with the actual contact's data.
Email templates are a Pro feature. Free plan users can still compose emails manually - templates just save time when you're sending similar messages to many contacts.
Creating a template
Navigate to Settings → Email Templates
Click New Template to start.
Fill in template details
Name - a label for your reference (e.g. "Cold Outreach" or "Post-Meeting Follow-Up"). Category - organize into Outreach, Follow-up, Nurture, or Custom.
Write the subject and body
Both support merge fields. Use the merge field picker button next to each field to insert fields like {{contact.name}}, {{contact.email}}, {{contact.company}}, or {{contact.stage}}.
Starter templates
RadiusOS includes 8 ready-to-use starter templates to get you going:
- Cold Outreach - initial contact with a prospect
- Gentle Follow-Up - circle back after no reply
- Meeting Request - ask for 15 minutes
- Post-Meeting Thank You - follow up after a call
- Check-In - reconnect after a while
- Referral Request - ask for an introduction
- Break-Up Email - graceful close when no response
- Welcome / Onboarding - greet a new contact
Click "Use This" on any starter template to copy it into your templates. You can edit it after saving.
Using templates when composing
When composing an email from a contact's detail page, you'll see a template picker dropdown. Select a template and the subject and body are pre-filled with the template content, with all merge fields replaced by the contact's actual data.
You can still edit the email before sending - the template just gives you a starting point.
Merge fields reference
| Field | Description |
|---|---|
| {{contact.name}} | Full name |
| {{contact.email}} | Email address |
| {{contact.phone}} | Phone number |
| {{contact.company}} | Company name |
| {{contact.stage}} | Current pipeline stage |
| {{contact.notes}} | Contact notes |
If a field is empty for a given contact, the merge tag is replaced with an empty string. Custom metadata fields from your template configuration are also available.
Managing templates
From Settings → Email Templates you can:
- Edit any template by clicking the pencil icon
- Delete a template by clicking the trash icon
- Filter by category using the tabs (All, Outreach, Follow-up, Nurture, Custom)
Templates are shared across your organization - any team member can use templates you create.