How Do I Create an Email Template?

About

Email templates let you save reusable messages with dynamic variables that auto-fill contact and property details. Once created, templates can be used in one-off emails, automated workflow sequences, and bulk sends—making them a cornerstone of scalable outreach. Invest time building quality templates and your entire team benefits across every touchpoint.

Step-by-Step Guide

1. Navigate to the Templates page

   From the left sidebar, click Content Templates under the Automations section. You’ll see your existing templates organized by type (Email, Text, Note) and folders.

   

2. Open the Create Template menu

   Click the Create Template button in the top-right corner. A dropdown menu will appear with template type options.

   

3. Select Email Template

   Choose Email Template from the dropdown. This opens the email template editor.

   

4. Fill in the template name, subject, and body

   The editor has three main fields:

   • Template name: A descriptive internal name to help you find this template later (e.g., “Seller Follow-Up Week 1”)
   • Subject: The email subject line, which can include dynamic variables
   • Email Template body: The rich-text message content

   Use the formatting toolbar to style your message (Bold, Italic, Underline, Bullet List, Ordered List, Link, etc.). Below the body editor, you’ll see variable buttons: Contact, Address, User, Your Full Name, and Custom Field. Click any button to insert dynamic merge tags like {{firstName}}, {{propertyAddress}}, or {{assigneeName}}.

   

5. Save the template

   When your content is ready, click the Save button in the bottom-right corner. Your new template is now available in the template picker across Goliath.

Pro Tips

• Organize with folders: If your team maintains dozens of templates, group them into folders like “Seller Outreach” or “Offer Letters” using the Create Folder option in the sidebar. Drag templates into folders to keep your library tidy.
• Fallback-safe copy: Not every contact will have every field populated. Write subject lines and greetings that still read well if a variable is empty—for example, “Hi there” instead of “Hi {{firstName}}” avoids awkward blank spots.
• Preview before you ship: Many template editors offer a preview mode with sample data. Use it to catch formatting issues or broken variable syntax before the template goes live in a workflow.
• One library, three uses: The same template can be applied in a contact’s email composer, inside a workflow’s Send Email action, or triggered as part of a bulk campaign. Build once, reuse everywhere.

Frequently Asked Questions

Q: What dynamic variables can I use?

Goliath supports {{firstName}}, {{lastName}}, {{propertyAddress}}, {{assigneeName}}, {{orgName}}, and any custom fields you’ve defined. Click the variable buttons below the editor to insert them with correct syntax.

Q: Can I share a template with only part of my team?

Templates are organization-wide by default. All team members can see and use any saved template, so establish naming conventions to help users find the right one quickly.

Q: What happens if a variable has no value for a contact?

Goliath will replace the merge tag with an empty string. To avoid awkward phrasing, write copy that degrades gracefully—for example, use “I noticed the property” instead of “I noticed {{propertyAddress}}” if the address might be missing.

Q: Can I A/B test different email templates?

Yes, through workflow branching. Set up a workflow that randomly splits contacts into two paths and sends a different template to each group, then compare open and reply rates.

Q: Where can I learn more about using templates in workflows?

See Creating a Workflow for how to add a Send Email action and select your template. For applying templates in one-off messages, check How Do I Use Email Templates.