How to Use Email Templates in OneSuite 

Create reusable email templates with dynamic fields to streamline client communication 

Overview  #

OneSuite’s email templates allow you to create pre-written email drafts that can be reused across client and contact communications. Templates support dynamic fields – variables that automatically populate with relevant data when composing an email. 

Creating an Email Template  #

To create a new email template: 

1. Go to General Settings from the main menu. 
2. Navigate to Inbox Space. 
3. Click on Email Templates. 
4. Click Create New Template. 
5. Enter a name for the template. 
6. Write the email body. Use the dynamic fields available to insert variables such as client name, company, and other relevant data that will auto-populate when the template is used. 
7. Click Save. 

Note: You must create at least one email template before the template option becomes available when composing emails. 

Using a Template When Composing an Email  #

Once templates have been created, you can apply them when composing an email from any People, Companies, or Clients record: 

1. Open a record in People, Companies, or Clients. 
2. Click on the Emails tab on the right side of the record. 
3. Click Compose. 
4. In the compose window, select the template you want to use from the Email Templates dropdown. 
5. The template will populate the email body. Review and edit the content as needed before sending. 

Summary  #

Email templates reduce repetitive writing and help maintain consistent communication with clients. Create templates from General Settings > Inbox Space > Email Templates, and apply them from any CRM record’s email compose window. 

If you have feedback or suggestions for improving this feature, please reach out to the OneSuite support team.