1
Open the Email Templates view
From the left-hand navigation bar, click Settings, then Email Templates.This opens a list of all available templates in your account.
2
Create a new template
- Click the Add Email Template button in the top-right corner.
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The template editor will open, where you can set:
- Template title (for internal use)
- Subject line
- Email body content
3
Insert recipient name placeholders
To personalize your email, insert placeholders that are replaced with the recipient’s name at send time:
{ Recipient > First Name }— Inserts the recipient’s first name{ Recipient > Last Name }— Inserts the recipient’s last name
Placeholders only work if the recipient’s first and last name exist in your database.
4
No need to save manually
Spott auto-saves your changes as you work.
You can navigate away or start another task — your template is kept automatically.
You can navigate away or start another task — your template is kept automatically.
Using recipient name placeholders keeps templates personal while still saving time with pre-written content.