Hello! In this guide, you’ll learn how to create and manage email templates in LeadCenter.ai.
Email templates allow you to automate consistent, personalized communication for marketing, appointments, events, workflows, and client follow-ups.

1. Where Email Templates Are Used

Email templates can be used throughout LeadCenter, including:

• Email Marketing Campaigns
• Workflows
• Appointment Confirmations & Reminders
• Appointment Follow-ups
• Client Review Reminders
• Event Confirmations, Reminders, and Follow-ups
• Direct Emails (via the Send Email option in the contact’s action menu)

Using templates ensures your messaging stays on brand and saves time across multiple communication channels.

2. How to Access Email Templates

There are two main ways to open the Email Templates screen in LeadCenter:

Option 1: From the Marketing Dashboard

1. Open the Marketing Dashboard.
2. Click on the Green Menu on the left.
3. Select Templates → Email Templates.

Option 2: From Settings

1. Click your name in the upper-right corner.
2. Select Settings.
3. In the left menu, navigate to Workflow and Templates → Email Templates.

Either path will take you to the full list of email templates.

3. Creating a New Email Template

To create a new template:

1. Click New Template.
2. Enter a Template Name — for example, DemoTemplate.
3. Assign it to a Category (e.g., Marketing, Appointments, Events).
   • This helps organize templates and makes them easier to locate later.
4. Add a Subject Line, such as “Follow Up on Retirement.”
   • This will appear as the email’s subject when sent.

4. Using the Email Editor

The email editor includes a rich text editor and an optional HTML editor for advanced customization.

• Type your message in the text editor to add and format content (bold, italic, links, lists, etc.).
• Click Source Code to switch to HTML view if you need to edit the raw HTML directly.
  • Important: Switching to HTML mode will erase any existing content from the text editor. Only switch modes before starting your draft.

Example:
If you type text like:

Hello, thank you for attending our seminar.

Then click Source Code, you’ll see the same text as HTML. Clicking Source Code again returns you to regular view.

5. Inserting Signatures

You can add either:

• A Shared Signature (set up under Settings → Basic Business Information)
• A Personal Signature (set up in your Personal Profile)

To insert one, click the Insert Signature button and select which type you want to use.

6. Using Short Codes for Personalization

Short codes dynamically insert contact or system data into your emails — such as names, dates, or event details.

For example:

1. Click the Short Codes button.
2. Go to Contact Basic Short Codes.
3. Copy the First Name shortcode.
4. Paste it into your email, like this:

Hello {{Contact.FirstName}},
Following up on your retirement plan.

When the email is sent, the shortcode automatically fills in the contact’s actual name.

7. Saving Your Template

When your email is ready:

1. Click Insert Signature if you haven’t already.
2. Click Save.

Your new email template can now be used in:

• Marketing Campaigns
• Appointment & Event Communications
• Automated Workflows
• Direct Emails to Contacts

Summary

Tip

If you prefer a drag-and-drop visual builder, LeadCenter also offers a Visual Email Builder, covered in a separate tutorial.

By using email templates in LeadCenter, you can send consistent, professional, and personalized messages — improving communication efficiency and engagement with your clients.

Thank you!