Design Once, Reuse Everywhere
Block-based email builder, merge tag personalization, template categories, auto-save, and test emails — create professional templates without writing code.
Block-Based Builder
Design emails visually with drag-and-drop blocks — headings, text, images, buttons, and dividers.
Merge Tag Personalization
Insert contact data like first name, company, and custom fields directly into your templates.
Template Categories
Organize templates by type — welcome, newsletter, promotion, follow-up, or custom.
Desktop & Mobile Preview
Preview how your email looks on desktop and mobile before sending.
Duplicate & Reuse
Duplicate any template to create variations without starting from scratch.
Send Test Emails
Send a test email to yourself before using a template in campaigns.
How the Template Builder Works
A closer look at how you create, organize, and manage email templates inside the plugin.
Welcome Email
Welcome to {{company_name}}!
Monthly Newsletter
Your {{month}} update from {{company_name}}
Special Offer
{{first_name}}, a special deal just for you
Follow-Up Reminder
Following up: {{deal_name}}
Product Announcement
Introducing our latest feature
Thank You Note
Thank you, {{first_name}}!
Built With Care, Down to the Details
2-Step Creation Wizard
Step 1: Design your email with the visual builder. Step 2: Fill in name, subject line, preview text, and sender details.
Auto-Save
Your work is automatically saved every 30 seconds, so you never lose changes.
Sender Configuration
Set custom from name, from email, and reply-to address per template.
Campaign Ready
Templates integrate directly with email campaigns — pick a template and start sending.
Email Templates FAQ
Common questions about email templates in Auto Form CRM.
Pre-designed emails you can save and reuse. Perfect for common messages like welcome emails, follow-ups, quotes, or any repeated communication.
Yes. Include merge tags in templates to automatically insert contact names, company, custom fields, and other data.
When composing an email, select a template to pre-fill the content. Edit as needed before sending.
Ready to Try It?
Install Auto Form CRM and start using this feature in minutes.
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