Email templates
Use and adapt the supplied and your own email texts and fill them with placeholders.
You find the templates under Settings → Email → Email templates. When writing an email, you choose a template in the Template field. ‘Kind regards’ and your name are added automatically on sending; they do not belong in the template text.
Who may change what
| Type | Who changes it |
|---|---|
| Organisation templates (supplied or own) | People with the permission ‘Shared mailboxes and email design’ (admins) |
| My templates (personal) | You yourself |
| Templates of a project | The project lead, in the project under ‘Templates for this project’ |
If you may not change a template, the view stays read-only. With Own copy you create a personal version for yourself.
If a template belongs to a project, the project lead can switch on Offer only templates of this project in the project settings under Main action and templates. When writing to a lead of this project, only the project's templates can then be chosen, plus the free email without a template.
Structure of the list
On the left, templates are grouped: My templates, System emails and the categories First contact and info mail, Follow-up, Appointments, No-shows and cancellations, Quote and closing, Onboarding and support, Contact persons and referrals, Reactivation, Thanks and feedback, Clients and reports. Use the search to filter by name and subject.
Creating or changing a template
Further buttons:
| Button | Effect |
|---|---|
| Own copy | Personal copy of a template. |
| Send myself a test | Sends the template to you as a test email (requires your mailbox and the footer). |
| Reset | Admins: restores a changed supplied template. |
| Delete | Permanently removes own templates. Supplied templates cannot be deleted. |
| Template is active | Switch for existing templates. |
Placeholders
Placeholders are written in double curly brackets, for example {{vorname}}.
| Placeholder | Content |
|---|---|
anrede, vorname, nachname, firma | Details of the lead |
projekt | Project |
termin_datum, termin_zeit, termin_ort, buchungslink, rueckruf_zeit | Appointment and callback |
angebot, frist | Offer |
absender_name, organisation | Inserted automatically on sending |
When writing an email, all placeholders that are not filled in automatically appear under Still to fill in. You enter the values there. Sending is only possible once everything is filled in. Leadmode rejects unknown placeholders when saving.
System emails
System emails, such as appointment confirmations and reminders, are marked with a lock. Name, category and timing of sending are fixed; you may adapt the subject and text. Leadmode only sends them if the person has a mailbox and the lead has an email address.