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Templates help you send personalized messages faster while keeping a consistent tone across your outreach.
1

Open the Templates tab in Inbox

  1. From the left-hand sidebar, go to Inbox.
  2. Click the Templates tab at the top of your Inbox.
This page lists all your existing templates with their subjects, previews, and authors.Templates2 Pn
2

Create a new email template

  1. Click New Email Template in the top-right corner.
  2. The template editor opens, where you can set:
    • Template Title (for internal use)
    • Subject line
    • Email body content
    Email template editor with title, subject line, and body fields
Use clear, reusable titles so your team can easily identify templates (for example: Candidate Intro – Software Engineer).
3

Personalize using recipient placeholders

To make your messages feel personal, insert dynamic placeholders that automatically pull the recipient’s name from your database:
  • { Recipient > First Name } — Inserts the recipient’s first name
  • { Recipient > Last Name } — Inserts the recipient’s last name
Placeholders only populate if the recipient’s details (first and last name) exist in Spott.
Example:
Hi { Recipient > First Name },
You look like the perfect fit for the following opportunity!
4

Auto-save and usage

Templates are automatically saved as you type — no need to click “Save.”
Once created, they become instantly available when composing new messages in the Inbox or when using bulk outreach features.
You can always edit, duplicate, or delete templates from the Templates tab in the Inbox.
Email templates make communication faster and more consistent across your team — while placeholders ensure every message feels tailor-made for the recipient.