Email Template

Email Templates in Sales & CRM for Jira let you save and reuse pre-written messages, making your communication faster, more consistent, and easier to personalize across your team.

Create a Template

Start by creating a new email and writing the email body as you normally would.

To personalize your message, use merge tags from the {} Columns menu in the email editor. This allows you to personalize emails with names, companies, deal details, and more.

• Each merge tag represents a column from your Sales & CRM board

• When the email is sent, Sales & CRM automatically pulls in the matching values from those columns

After drafting your email, click → Save draft as new template.

Once you’re done drafting:

• Click the Templates button

  1. Select + Save as new template

  2. Enter a Template name and choose whether to share it with:

     • – private template for personal use.

     • – shared template for your whole team.

  3. Click Save

Your email is now stored as a reusable template.

Use a Template

To apply a saved template:

1. Create a new email

2. Click the Templates button in the lower-right corner

3. Select the template you want to use

The email content and merge tags will be automatically applied.

✉️ Example: Add a Welcome Email to the Template

Subject: Welcome aboard!

Message:
Hi {field.first-name},

Welcome to Sales & CRM for Jira! 🎉
We’re thrilled to have you on board. Our team is here to help you get started and make the most out of our CRM platform.

If you’d like, we can schedule a quick walkthrough to explore how Sales & CRM fits your workflow.

Looking forward to connecting!
Best regards,
{field.sender-name}