Email templates

Email templates save time and keep your team’s messaging consistent. Write a template once, and anyone on your team can use it — with variables automatically filling in the right contact and room details for each send. Create and manage templates in Settings → Email Templates.

Creating an email template

Navigate to Email Templates

Go to Settings → Email Templates.

Click Create Template

Click the Create Template or + New button.

Add template details

Template Name — Internal name for easy identification
Subject Line — Email subject (supports variables)
Body — Email content with formatting and variables

Save the template

Click Save to make it available for use.

Variables

Personalise your templates with dynamic variables that fill in automatically when you send.

Variable	Description	Example output
`{{primary_contact_first_name}}`	Contact’s first name	”Sarah”
`{{primary_contact_last_name}}`	Contact’s last name	”Johnson”
`{{primary_contact_email}}`	Contact’s email	”sarah@acme.com”
`{{target_company_name}}`	Company name	”Acme Corp”
`{{room_name}}`	Name of the room	”Acme Corp - Proposal”
`{{room_link}}`	URL to the room	”https://app.flowla.com/r/…”
`{{room_creator_first_name}}`	Your first name	”John”
`{{room_creator_meeting_link}}`	Your calendar link	”https://calendly.com/john”

Template examples

Subject: {{primary_contact_first_name}}, your personalised resource hub Body:

Hi {{primary_contact_first_name}},

Great speaking with you! I've put together a personalised space with everything we discussed:

{{room_link}}

Inside you'll find:
- Our proposal tailored to {{target_company_name}}
- Product overview and case studies
- Next steps we agreed on

Let me know if you have any questions!

Best,
{{room_creator_first_name}}

Follow-up template

Subject: Following up on {{target_company_name}} proposal Body:

Hi {{primary_contact_first_name}},

I wanted to check in on the materials I shared last week. Have you had a chance to review them?

Here's the link again: {{room_link}}

Happy to jump on a quick call if you'd like to discuss. You can book time here: {{room_creator_meeting_link}}

Best,
{{room_creator_first_name}}

Click Share or Send Email on a room
Select a template from the dropdown
Variables are automatically populated
Review and customise if needed
Send the email

Learn more about available room variables for email personalisation.

Send a test email to yourself before using a template with customers — this confirms all variables fill correctly and your formatting looks right.

Best practices

Keep it concise — Shorter emails get more engagement
Lead with value — Mention what’s in it for them
Clear call-to-action — One obvious next step
Test variables — Send a test email to yourself first
Update regularly — Refresh templates based on what works

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Email templates

Creating an email template

Variables

Template examples

Follow-up template

Best practices

​Creating an email template

​Variables

​Template examples

​Room sharing template

​Follow-up template

​Using templates when sharing rooms

​Best practices

Creating an email template

Variables

Template examples

Room sharing template

Follow-up template

Using templates when sharing rooms

Best practices