Email Templates

What is it?

Email Templates let you write an email once and send it many times. Instead of typing the same message over and over, you create a template and reuse it for leads, contacts, opportunities, tasks, or quotations.

Why use Email Templates?

• Save Time - Write once, use unlimited times
• Stay Consistent - Everyone sends the same professional message
• Personalize Easily - Automatically fill in customer names and details
• No Mistakes - Pre-written templates are error-free

How to Get Started

Step 1: Go to Admin Center

In your Flinkk CRM, click Admin Center → Email Templates

Step 2: Create a New Template

Click New Template and fill in:

• Template Name - What you'll call it (e.g., "Lead Welcome Email")
• Subject Line - What appears in the inbox
• DocType - Who gets this email (Lead, Contact, Opportunity, Task, or Quotation)
• Body - Your email message

Step 3: Add Personalization

Use merge fields to automatically fill in details from each record:

• {{contact.firstName}} - Customer's first name
• {{contact.email}} - Customer's email
• {{opportunity.amount}} - Deal amount
• {{quotation.number}} - Quote number

Example:

Hi {{contact.firstName}},
Your opportunity "{{opportunity.title}}" is valued at ${{opportunity.amount}}.
Best regards

When you send this template, Flinkk automatically replaces the merge fields with real data.

Using Your Templates

1. Open a record (Lead, Contact, Opportunity, etc.)
2. Click Send Email
3. Select your template
4. Click Send

The email is sent with all your personalized information filled in automatically!

Tips & Tricks

Do This:

• Keep emails short (under 200 words)
• Always use merge fields for personalization
• Test templates before using them
• Give templates clear names
• Organize by type ("Lead - Welcome", "Opportunity - Follow-up")

Don't Do This:

• Write very long emails (people won't read them)
• Use "Hi there" instead of merge fields
• Forget to test before sending to customers

Common Questions

Q: Can I use the same template for different record types? A: No. Each template is linked to one type (Lead, Contact, etc.). Create separate templates for different types.

Q: What if a merge field is empty? A: The field name appears in the email. Make sure the record has all required information filled in before sending.

Q: Can I change a template after creating it? A: Yes! Edit it anytime. Changes apply to all future emails using that template.

Q: Can I delete a template? A: Yes. Click the template and select delete. Previously sent emails won't be affected.