Email Template
Email Templates in SalesForge let you save and reuse pre-written messages, making your communication faster, more consistent, and easier to personalize across your team.
After drafting your email, click 
→ Save draft as new template.
Enter a Template name and choose whether to share it with:
– private template for personal use.
– shared template for your whole team.
Click Save. Your template will appear in the Templates list, ready to be reused in future campaigns.
You can still edit any template after inserting it
✉️ Example: Add a Welcome Email to the Template
Subject: Welcome aboard!
Message:
Hi {field.first-name},Welcome to SalesForge! 🎉
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 SalesForge fits your workflow.
Looking forward to connecting!
Best regards,
{field.sender-name}
How Saving & Sharing Templates Helps
For Team Collaboration:
Shared templates ensure every team member communicates consistently with leads and customers, maintaining tone, style, and professionalism across the board.For Mass Emailing:
When sending bulk or follow-up emails, templates save significant time while allowing personalized fields with
.